Financial Consulting Services for Connecticut Businesses

Strategic financial guidance — budgeting, forecasting, and analysis — so you can plan confidently and grow on purpose.

What our financial consulting services include

Project Conquer collaborates with businesses to maintain financial health and organization. From strategy to forecasting, the team performs analysis, budgeting, and reporting to evaluate financial statements, budgets, and projects, assessing profitability, liquidity, solvency, and overall financial position.

How we approach financial consulting

We start with an open conversation about your business — where you are financially, what decisions you’re facing, and what you need to feel confident about the road ahead. No financial jargon, no assumptions.

We review your existing financial data, reporting, and planning processes to understand what’s working, what’s missing, and where the biggest opportunities for clarity and improvement lie

We deliver the analysis, models, budgets, or forecasts your business needs — built around your specific goals and presented in a way that’s clear and usable, not buried in complexity.

For clients who want a longer-term financial partner, we provide ongoing reporting, plan updates, and strategic financial guidance as your business evolves — acting as a trusted sounding board alongside your day-to-day operations.

Why Connecticut businesses trust us with their financial strategy

Credentials backed by real-world experience

Our financial consulting is led by Dan Ritz, CFM, CMA — a certified financial professional with a B.S. in Finance from Boston University and a career that spans Fortune 500 financial leadership, investment banking, nonprofit finance, and small business development. He was recognized as Small Business Advocate of the Year for his work helping businesses secure funding and build financial sustainability.

The CFO expertise your business needs — without the CFO price tag

A full-time CFO in Connecticut can cost $150,000–$250,000 per year in total compensation. For most small and mid-size businesses, that's not a realistic hire. Project Conquer gives you access to senior-level financial expertise on a fractional or project basis — so you get the strategic guidance you need at a cost that fits your business.

Cross-functional insight that goes deeper

Because we also provide bookkeeping and IT services, our financial consulting isn't done in isolation. We understand your full financial picture — from how your books are structured to how your systems generate data — which means our analysis and recommendations are grounded in a complete view of your business.

Industry breadth that translates to better advice

Our team has worked across investment banking, manufacturing, nonprofit organizations, healthcare, and technology. That breadth means we bring relevant context to your financial challenges — drawing on patterns and best practices from industries that have faced similar growth, risk, and planning questions.

Practical recommendations, not theoretical reports

We don't deliver reports that sit on a shelf. Our financial consulting work is built to be acted on — clear recommendations, realistic plans, and the support to implement them. We measure our success by whether your business is in a stronger financial position as a result of working with us.

Is financial consulting right for your business?

Our financial consulting services are a strong fit if you are:

A small business owner in Connecticut who knows the numbers aren't telling the whole story — but isn't sure how to dig deeper
A startup preparing for a funding round, a major hire, or a period of significant growth and needing a credible financial plan to support it
A mid-size company that has outgrown informal financial planning and is ready to operate with a proper budget and forecasting process
A business owner facing a major financial decision — a new location, a product line expansion, a key hire — and wanting analysis to back it up
A nonprofit or established organization that needs professional financial reporting for board oversight, grant compliance, or stakeholder accountability
Any business that wants the clarity and confidence that comes from having a senior financial professional in your corner

Good instincts aren't enough to scale a business

Services include:

Financial strategy to forecasting
Comprehensive analysis, budgeting, and reporting
Evaluation of financial statements, budgets, and projects
Assessment of profitability, liquidity, solvency, and overall financial position

In the early stages of a business, making decisions on instinct and experience gets you far. But as your company grows — more employees, more overhead, more complexity — financial blind spots become increasingly costly.

Are you pricing your services correctly? Do you have enough runway to hire? Is your cash flow strong enough to weather a slow quarter? What does next year actually look like financially?

These aren’t just accounting questions — they’re the strategic questions that determine whether your business grows sustainably or struggles to keep up with itself. Project Conquer helps Connecticut business owners answer them with clarity and confidence.

Financial consulting — common questions

What does a financial consultant do for a small business?

A financial consultant helps small businesses analyze their financial performance, build budgets, develop forecasts, and create reporting frameworks that support better decision-making. At Project Conquer, we also provide strategic guidance on growth planning, risk management, and financial goal-setting — acting as a senior financial resource without the cost of a full-time hire

What is the difference between financial consulting and bookkeeping?

Bookkeeping focuses on accurately recording and organizing financial transactions on an ongoing basis. Financial consulting operates at a higher strategic level — using that financial data to analyze performance, build forward-looking plans, and guide business decisions. Project Conquer provides both services, giving clients a complete financial management solution under one roof.

How much does financial consulting cost for a small business in Connecticut?

Cost varies depending on the scope of work — whether you need a one-time financial analysis, a full budget and forecast build, or ongoing advisory support. Most clients find it significantly more cost-effective than hiring a full-time CFO or finance director. Contact us for a custom quote based on your specific needs.

Do I need financial consulting if I already have a bookkeeper?

These are complementary services, not alternatives. A bookkeeper keeps your financial records accurate and current. A financial consultant uses those records to help you plan, analyze, and make strategic decisions. Many of our clients use both — their books are managed by our bookkeeping team, and our financial consultants use that data to drive strategic planning.

Can you help us prepare financial projections for investors or lenders?

Yes. Preparing financial models and projections for fundraising, loan applications, or investor presentations is one of our core capabilities. We build credible, well-structured financial plans that give investors and lenders the confidence they need — and give you a clear picture of the assumptions behind the numbers.

Do you work with nonprofits on financial consulting?

Yes. We have direct experience working with nonprofit organizations and understand the unique financial reporting, compliance, and governance requirements that nonprofits face. Whether you need board-ready financial reports, grant compliance documentation, or strategic financial planning, we can help.

Certified Financial Manager (CFM)

Certified Management Accountant (CMA) — Bronze Medal

B.S. Finance, Boston University

Former Fortune 500 Financial Leadership

Serving Connecticut Businesses Statewide

Make your next financial decision your best one

Whether you need a one-time financial analysis or an ongoing strategic partner, Project Conquer is ready to help. Start with a free, no-obligation consultation — we’ll talk through where you are, what you’re working toward, and exactly how we can help you get there.