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Breeze Advisory

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Clarity, candour, partnership, and growth

Breeze Advisory provides Fractional CFO and financial advisory services for growing SMEs. We help founders and leadership teams improve financial clarity, strengthen reporting and forecasting, and make better strategic decisions.

  • Min project size
    $1,000+
  • Hourly rate
    $300+ / hr
  • Employees
    2 - 9
  • Year founded
    Founded 2025

Service Lines
Fractional CFO Services
100%

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Our Story

Most founders don't choose to become their own CFO, it happens gradually, until they're making every financial call alone. Breeze Advisory exists to change that. Led by CPA and former corporate CFO Bree Taylor, we embed directly inside each client's business, bringing corporate-grade financial thinking without the overhead or the jargon. We believe finance belongs in the room for the decision, not just reporting on it afterward.

What Sets Us Apart

One dedicated CFO, not a network

You get the same person every time, not whoever's available. We embed inside your business instead of rotating advisors through it, so context and trust build instead of resetting each engagement.

Corporate-grade thinking, SME pricing

You get the same person every time, not whoever's available. We embed inside your business instead of rotating advisors through it, so context and trust build instead of resetting each engagement.

In the room, not just in the reports

We don't just deliver a monthly report and disappear. We're in the actual conversations, pricing, hiring, cash flow, so the numbers connect to the decisions they're meant to inform.

Commonly Asked Questions

Most engagements start with a Financial Health Audit, a structured review of where the business's financial function actually stands: cash flow, reporting, margins, and where the gaps are. That gives both sides a clear, shared starting point before scoping the ongoing engagement, rather than guessing at what's needed.

Engagements run as ongoing embedded advisory work rather than a fixed-scope project. That means a regular reporting rhythm, direct involvement in real business decisions as they come up, and continuous adjustment as the business changes, not a one-off deliverable handed over at the end.

Success looks different for every client, but it usually comes down to clearer financial visibility, stronger margins, and leadership making decisions with confidence instead of guesswork. We track the specific metrics that matter for each business and check whether the numbers are actually changing how decisions get made.

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