Contact Covenant Advisors, LLC
Get a real-time quoteFractional CFO for MSPs and Agencies, $5M to $50M
Covenant Advisors, LLC is a fractional CFO firm for owner-operated professional services firms with $5M to $50M in revenue, especially MSPs, IT services firms, and digital and advertising agencies. We’re based in Irvine, in Orange County, California, and work with clients nationwide.
Our clients usually have growing revenue but unclear margins, late closes, and tight cash. Owners can’t say which clients are profitable or what next quarter's cash will look like. We give them the financial visibility a full-time CFO would provide, on a monthly retainer.
What we do:
- Cash flow forecasting and working capital
- Budgeting and financial models
- Margin and pricing analysis by client and service line
- KPI reporting and monthly reviews with leadership
- Banking and lender relationships, including lines of credit and covenant tracking
- Acquisition support for owners buying another firm
Recent results:
- For an $8.5M MSP, we built a fully loaded cost model across about 120 client accounts and repriced the 40 below-target-margin accounts. Three clients left by design. The firm added about $18K in net new monthly recurring revenue ($216K a year), and gross margin rose about 2 points.
- For a $5M event-driven services company paying about $240K a year on short-term debt, we built a budget the owners held for the year. The company retired the debt about 18 months early from operating cash, with no refinancing.
Founder Jason Green, MBA, has more than 25 years in finance. Before founding the practice in 2015, he was CFO of Patriots Federal Credit Union. He holds an MBA from the UC Irvine Paul Merage School of Business and serves on FFB Bank’s Southern California Advisory Board.
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Min project size
$5,000+
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Hourly rate
Undisclosed
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Employees
2 - 9
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Year founded
Founded 2015
Service Lines
- Fractional CFO Services
- 100%
Select Focus Area
- Fractional CFO Services
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- Cash Flow & Budgeting Management
- 30%
- Financial Decision-Making
- 25%
- Profit Maximization & Dividends
- 25%
- Business Cost Structuring
- 20%
Industries
- Information technology
- 45%
- Advertising & marketing
- 20%
- Business services
- 20%
- Legal
- 15%
Clients
- Midmarket ($10M - $1B)
- 60%
- Small Business (<$10M)
- 40%
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