AI-Driven Finance
Intelligent Insights
Automated Workflows
Real-Time Scalability
Proof of High-Impact Outcomes
20%
Increased net income for a professional software platform by optimizing treasury structure and cash management.
SOFTWARE PLATFORM
$4.0M
Supported a CPG client through due diligence to obtain a strategic asset-based line of credit to fund scaling operations.
CPG BRAND ON NETSUITE
$400K
Reduced outstanding A/R for a CPG client in under 12 months, drastically improving cash control and lender readiness.
CPG BRAND
01
Inquiry
Share your challenges and current systems. We identify where margin clarity and cash control are most critical to your growth.
The path to decision-ready reporting
A straightforward, three-step process designed to bring clarity and control to your financial operations.
02
Scope and plan
We design a focused roadmap with clear deliverables, from NetSuite optimization to precise 13-week cash flow modeling.
03
Execute and deliver
Execution to provide decision-ready reporting, automated operations, and high-impact financial results for your firm.
Common Questions
What types of businesses do you typically work with?
We specialize in supporting founder-led companies in the CPG, Professional Services, and Software industries with annual revenues between $1M and $50M. Our focus is on businesses that require institutional-grade financial reporting and operational clarity to scale.
Is Guided Growth Financials an AI-forward partner?
Yes. Guided Growth Financials is an AI-forward finance partner. We utilize intelligent automation and advanced technology to deliver the real-time reporting and financial clarity necessary for businesses to scale with institutional-grade precision.
Do you provide ongoing, part-time CFO services?
Yes. We offer ongoing, part-time CFO services that provide consistent strategic leadership and financial oversight. Our team integrates into your operations to manage long-term planning, cash control, and high-impact advisory tailored to your growth trajectory.
What is your specialization with NetSuite for CPG brands?
We bridge the gap between financial operations and system automation. We solve CPG-specific challenges within NetSuite, including inventory reconciliation, landed cost accurate tracking, deduction management, and lender-ready reporting.
Are you limited to clients in Cleveland, Ohio?
Not at all. While we lean into our Cleveland roots for regional connections, we operate a fully remote-friendly model and serve growing companies with US operations across the entire country.
New Client Questionnaire
Guided Growth Financials
Cleveland Based | Serving US Operations | CPG on NetSuite Specialization
CPA LED • CLEVELAND BASED • NATIONWIDE SUPPORT
Growth, Controlled. CPG Finance on NetSuite.
Guided Growth Financials helps growing companies build decision-ready reporting and execute high-impact finance work. We specialize in margin clarity and cash control for CPG brands on NetSuite.
+20%
Increased net income for software platform by optimizing treasury structure.
$4.0M
Secured asset based line of credit for a CPG client during due diligence.
$400k
Reduced outstanding A/R for CPG client in under 12 months with clean operations.