Celeste Business Advisors

"Financial clarity built for growth."

Background Paths
Background Paths
Celeste Business Advisors

Fractional CFO Advisory,Strategic Bookkeeping & FP&Afor established SMBs

Clarity, control, and cash flow without the corporate layers.

CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
The Problem

DECISIONS IN
THE DARK.

Books not reconciled monthly

No visibility on future cash flows

Have profits but no cash

No annual budget or forecast

No reporting of KPIs

Still using Excel for financial tracking

No professional financial oversight

No scenario planning for growth

These aren't growing pains. They're warning signs.

What We Do

THREE WAYS
WE TRANSFORM
FINANCES.

// 01

Fractional CFO Advisory

Your CFO. Without the full-time cost.

Strategic leadership for cash flow management, financial reporting, and growth decisions.

Financial Reporting & Analysis
Cash Flow & Growth Strategy
Risk Management & Planning
Book a Free Consultation
// 02

Strategic Bookkeeping

Books that are always decision-ready.

Reconciled, categorised and tax-ready financials — integrated with your existing tools.

Monthly Reconciliation & Reporting
Xero · QuickBooks · Zoho · Odoo
AP/AR + Payroll + Clean-up
Book a Free Consultation
// 03

FP&A Services

Stop guessing. Start forecasting.

Budgets, dashboards, scenario planning and continuous variance tracking for growing SMBs.

Spending & Cash Reserve Tracking
Visual KPI Dashboards
What-If Scenario Modelling
Book a Free Consultation
The Celeste Advantage

Your finance team.Not just advisors.Built for growth.

People-first partnership, not platform-only support.

Strategic financial planning
$

Budgets & Forecasts that drive results.

Your Fractional CFO builds rolling forecasts, growth-aligned budgets, and scenario models that turn financial uncertainty into a clear, executable roadmap.

The Guarantee
7th

Books Closed.

Every month. Guaranteed. No extensions, no excuses. Accurate financials exactly when you need them.

Performance Metric
0+

Businesses Supported

SaaS · D2C · Service-based clients

0%Upwork Rating

Flawless 5-star reviews across all fractional engagements.

The Process

FROM CHAOS
TO CLARITY.

01

Discovery Call (30 min)

We learn your business, goals, spending patterns, and current financial challenges. No judgment.

02

Financial Audit

We dig into your books, identify gaps, clean up the mess and set the baseline.

03

System Setup

We build your reporting stack — dashboards, KPI trackers, forecasting models. Everything connected, automated.

KPIs ✓
Forecasts
04

Ongoing Partnership

Monthly clarity, strategic guidance, answers on demand. We don't just advise. We commit.

MONTHLY REVIEW
Jan
Feb
Mar
Apr
May
Jun
Who We Help

INDUSTRIES
WE SERVE.

Our clients trust us because we bring:

  • Deep industry expertise across consumer services, SaaS, D2C, agencies, consultants, manufacturing, and health & wellness
  • Performance reporting and strategic cash flow visibility
  • Dedicated financial lead embedded in your day-to-day operations
Industry 01

Consumer Service Businesses

Pest control, garage doors, HVAC, cleaning, and home service operators. We bring structure to job costing, recurring revenue tracking, and technician profitability so owners can see which jobs, routes, and techs actually make money.

Job CostingRecurring RevenueTechnician ProfitabilityService Margins
Industry 02

SaaS and Tech Businesses

We support fast-scaling SaaS and product-driven tech companies with metrics that matter. Recurring revenue, profit margins, retention, and cost control. Whether you're scaling operations or building performance dashboards, we bring structure and strategic insight to every decision.

Recurring RevenueMarginsRetentionCash FlowGrowth
Industry 03

D2C & Ecommerce Brands

From Shopify to Amazon, we help D2C brands manage margins, optimize ad spend, and forecast with clarity. Track true SKU-level profitability, control COGS, and align cash flow to your marketing calendar.

Ad ReturnsCost of GoodsMarginsCustomer ValueInventory
Industry 04

Agencies & Creative Firms

Whether you're a design studio, marketing agency, or dev shop, we help service businesses streamline revenue recognition, track project profitability, and build forecasts that reflect retainer versus time-based revenue.

Utilization RateProject ProfitabilityRetainer RevenuePipeline
Industry 05

Consultants & Service Providers

For consultants and boutique firms, we bring clarity around billable hours, pricing models, and expense management. Build financial systems that support recurring income, clean EBITDA, and strategic scaling.

Billable HoursPricing StrategyEBITDAScalable Systems
Industry 06

Manufacturing

For small and mid-sized manufacturers, we bring cost accounting, inventory discipline, and margin visibility. Track true unit economics, production costs, and working capital so you can price right and plan capacity with confidence.

Cost AccountingInventoryMargin AnalysisProduction Planning
Industry 07

Health & Wellness Businesses

We support clinics, fitness studios, nutrition brands, and wellness platforms in managing cash flow, subscription models, and operational expenses. From revenue cycle tracking to multi-location reporting, scale sustainably and stay tax-ready.

Client ValueSubscription RevenueClinic ROIMulti-location Reporting
Fathom CertifiedQuickBooks CertifiedXero Certified
Client Evidence

DON'T TAKE
OUR WORD.

Celeste Advisory Client Testimonial
Play
Real client.
Real results.
Real growth.
Real client.
Real results.
Real growth.
Real client.
Real results.
Real growth.
Real client.
Real results.
Real growth.
Real client.
Real results.
Real growth.
Real client.
Real results.
Real growth.
The Stack

TOOLS &
PLATFORMS.

Tools & Platforms We Work With

We work with the tools your business already runs on — no switching, no disruption.

Fathom
Fathom
QuickBooks
QuickBooks
Xero
Xero
Monday.com
Monday.com
ActiveCampaign
ActiveCampaign
Microsoft Office
Microsoft Office
Odoo
Odoo
Ramp
Ramp
ClickUp
ClickUp
Stripe
Stripe
Google Analytics
Google Analytics
Airtable
Airtable
Asana
Asana
Notion
Notion
Shopify
Shopify
Gusto
Gusto
HubSpot
HubSpot
Bill.com
Bill.com
Data / FAQ

QUESTIONS
WE GET ASKED.

Answer 01

What's the difference between bookkeeping and what Celeste Business Advisors does?

Traditional bookkeepers record history; we engineer the future. While we ensure your books are perfectly reconciled and tax-ready, our real value is in interpreting that data—providing fractional CFO insights, predictive forecasting, and actionable strategy tailored to your industry.

The Catalyst

A scaling businesswithout a CFOis a fragilearchitecture.

Upgrade your financial foundations. Leave your details, and we'll show you exactly what an elite, high-performance finance function looks like.

Request an Assessment

Tell us about your current financial bottleneck.