Stewyrd Advisory
Senior finance, compliance & FP&A — on your terms.
From fractional controllership to executive financial planning, we plug senior finance talent into your team — wired into the systems you already run, including QuickBooks Online and Shopify. For nonprofits, direct-to-consumer brands, and B2B leadership teams.
Who we serve
One finance team, fluent across sectors.
Nonprofits
Grant and contract compliance, fund accounting, audit and 990 readiness, and board- and funder-ready financials.
Direct-to-consumer brands
Clean books and live dashboards wired straight into QuickBooks Online and Shopify — revenue and payout reconciliation, COGS and margin, inventory, and cash flow.
B2B & executive teams
Fractional CFO and controller support, financial planning & analysis, forecasting, industry benchmarking, and board- and investor-ready reporting.
Our point of view
You deserve more than a slide deck.
Consulting is changing. For decades the model was the same — parachute in a team, hand over a PDF and a deck, send the invoice — and leave the hard part, actually changing the business, to you. The document is stale the day it lands. We leave you systems that keep working, numbers that stay current, and a partner who stays for the part that’s hard.
Beyond the deck
Living systems, not documents.
A report captures a moment. We leave you a living system — wired to your real numbers — that keeps earning its keep long after the engagement ends.
Real-time, not rear-view
Decisions on today's data.
No one should steer by last quarter's reconstruction. We connect straight into QuickBooks Online, Shopify, and your programs, so the numbers you decide on are today's.
Execution eats strategy for breakfast
We stay in the room.
The plan is the easy part. On large initiatives we don't just design the work — we help project-manage and run it, shoulder to shoulder, until the impact is real.
What we do
The finance office your organization needs, on the terms you can afford.
Bookkeeping & controllership
Day-to-day books kept clean and a controller over them — reconciliations, month-end close, and financial statements your board or lenders can trust.
Systems & integrations
Set up and connect the tools you run — QuickBooks Online, Shopify, and (for nonprofits) the Stewyrd compliance platform — so your numbers flow automatically between them.
Execution & project management
For large initiatives, strategy isn't enough. We help run the work — project management, milestones, and hands-on delivery — so the plan actually ships and the impact shows up.
FP&A — planning & forecasting
Budgets, rolling forecasts, cash-flow and scenario models, and unit economics, so you always know your runway and what the numbers are telling you.
Industry benchmarking & KPIs
See how your margins, spend, and unit economics compare to peers, with the metrics and dashboards to track what matters and act on it.
Grant & contract compliance
For nonprofits: every deadline, report, spending restriction, and match tracked and documented across the portfolio — so nothing becomes a clawback.
Audit readiness & reporting
Clean schedules and organized support for audits, 990s, and financial statements — plus decision-ready reports for boards, funders, and investors.
How we work
Part-time on your books. Full-time on your side.
Senior, not junior
You work with experienced finance professionals — the level you'd hire as a controller or CFO — at a fraction of the cost of a full-time hire.
Fractional & embedded
We become part of your team on the cadence you need — a few hours a month or a few days a week — and scale up around audits, closes, fundraises, and growth.
Right-sized
Start with the one thing keeping you up at night. Add scope only as it earns its place. No long lock-ins.
Fluent in your systems & sector
We work across nonprofits, DTC brands, and B2B teams, directly in the tools you already run — QuickBooks Online, Shopify, and fund accounting — so we're productive from day one.
Systems that run between engagements
Expertise when you need it. A system that holds the line in between.
We don’t just do the work — we set up the systems that keep it running. For businesses, that means your books wired into QuickBooks Online and Shopify; for nonprofits, standing up the Stewyrd compliance platform so obligations and deadlines never slip. You get senior judgment on call and clean, current numbers every day in between.
Book a consultation- Books reconciled and closed on a reliable monthly cadence
- QuickBooks Online + Shopify connected so revenue, payouts, and COGS tie out
- Forecasts, cash-flow models, and benchmarks you can actually decide from
- Reports ready when your board, funders, or investors ask for them
Let’s talk about what’s on your plate.
Tell us where your finance, compliance, or planning work is stretched thin, and we’ll show you what a fractional Stewyrd team could take off it.
Book a consultationor email advisory@stewyrd.com