Fiscal Advocate, Inc.
visit site- $50,000+
- 10 - 49 employees
- Highland Park, IL
Client Insights
Industry Expertise
50%
50%
Client Size Distribution
Small Business (<$10M) 15%
Midmarket ($10M - $1B) 85%
Common Project Size
$50K-$199K 2 projects
$200K-$999K 2 projects
Clients
This provider has not added their key clients.
Highlights from Recent Projects
Fiscal Advocate, Inc. was hired by Spinutech, a digital advertising agency, to provide fractional CFO and finance outsourcing services. The president of Spinutech sought Fiscal Advocate's expertise to improve forecasting, KPIs, and gross profit. The team of 2-5 employees from Fiscal Advocate, chosen for Jon Morris's experience and involvement, delivered an outsourced CFO role that included forecasting, budgeting, and gross profit improvement. The results were found at a conference and the feedback highlighted the significant role of Jon Morris in the successful completion of the project.
In another project, Fiscal Advocate, Inc. was contracted by Condor Digital Marketing Agency to provide financial consulting services. The Co-Founder & CEO of Condor aimed to build an infrastructure that allowed understanding of the company's finances and fostered profitable growth. Fiscal Advocate, a team of 2-5 employees, was selected through a personal network referral and alignment of company values. The scope of work included the use of EngineBI’s software, ongoing financial consulting, and strategic decision-making rooted in real-time financial metrics. The results were deeply integrated, connecting metrics to decisions that drive growth and profitability. The feedback emphasized the value of full financial visibility across departments, clients, and services, and the effectiveness of resource planning and payroll optimization.