Who We Help
Growing businesses that need more than bookkeeping—but aren't ready for a full-time CFO.
We work with:
Small & Mid-Sized Businesses
Growing organizations looking for stronger financial visibility and control.
Owner-Managed Businesses
Business owners who want a trusted financial partner to help them make better decisions.
Growing Companies
Businesses experiencing rapid growth, increasing complexity, or changing financial needs.
Businesses Preparing for Growth or Financing
Companies that need financial models, forecasts, reporting and strategic analysis.
Our Services
Fractional CFO
For businesses that need CFO-level financial leadership but aren't ready for a full-time CFO.
-
Cash flow management
-
Budgeting & forecasting
-
Financial reporting
-
KPI dashboards
-
Business performance
-
Strategic planning
-
Management reporting
Profitability & Performance
Understand what is actually making—and losing—money.
-
Gross margin analysis
-
Product/service profitability
-
Cost analysis
-
KPI development
-
Budget vs. actual
-
Performance improvement
Cash Flow & Financial Forecasting
Know where your cash is going before it becomes a problem.
-
13-week cash flow forecasting
-
Cash flow planning
-
Working capital analysis
-
Scenario planning
-
Revenue forecasting
Corporate Finance Advisory
-
Financial modelling
-
Business valuation
-
Acquisitions
-
Financing
-
Strategic investments
-
Business planning
Enterprise-Level Financial Expertise. Personalized for Your Business.
Proven Corporate Finance Experience
Bring real-world experience from a global organization to your business. With extensive experience in financial planning, forecasting, program finance, business performance, and strategic decision-making, we understand how to turn financial information into business results.
CPA, CFA & FCCA Expertise
Benefit from a combination of accounting, corporate finance, investment, and strategic financial expertise. We look beyond the numbers to understand what they mean for your business.
Strategic, Not Just Financial Reporting
Your accountant tells you what happened. We help you understand why it happened, what happens next, and what you should do about it.
Hands-On Business Partnership
We work alongside business owners and leadership teams to improve cash flow, profitability, forecasting, and financial decision-making—not simply provide another report.
Meet Phong
Bringing Corporate Finance Expertise to Growing Businesses
I’m Phong Tran, a CPA, CFA, and FCCA with more than 15 years of experience across accounting, audit, corporate finance, financial planning, forecasting, pricing, and strategic business partnering.
Throughout my career, I’ve worked with business leaders and cross-functional teams to turn financial information into meaningful insights and better decisions. My experience spans program finance, financial modelling, forecasting, pricing strategy, profitability, risk management, commercial negotiations, and investment decisions.
Today, I serve as a finance leader supporting senior leadership in a complex global business environment, partnering across functions including Operations, Engineering, Contracts, Supply Chain, Program Management, and Business Development.
I founded PT Finance Partner & Advisory with a simple goal: to bring this level of financial expertise and practical business insight to growing businesses that need more than traditional accounting—but aren't ready for a full-time CFO.
My approach is simple:
Understand the business. Clarify the numbers. Identify the opportunities. Help you make better decisions.
Whether you need stronger cash-flow visibility, better forecasting, improved profitability, financial modelling, or ongoing Fractional CFO support, I work alongside you as a trusted finance partner focused on your business and its long-term success.
[Let's Work Together]
Business Financial Health Check
Get a Clear Picture of Your Business Financial Health
Are you confident you know where your business is making money, where cash is going, and what could be holding back your growth?
Our Business Financial Health Check provides a focused review of your company's financial performance and identifies practical opportunities to improve profitability, cash flow, and financial visibility.
What We Review
-
Profitability — Revenue, margins, costs, and overall financial performance
-
Cash Flow — Cash generation, working capital, and upcoming cash requirements
-
Financial Performance — Key trends, KPIs, and areas requiring attention
-
Forecasting — Current budgeting and forecasting practices
-
Business Risks — Financial risks and potential areas of exposure
-
Growth Opportunities — Opportunities to improve financial performance and support growth
What You Receive
A practical assessment of your business's financial position, key observations, and recommended next steps—giving you greater clarity on where your business stands and where to focus next.
Start With Clarity
Business Hours (ETC):
Monday – Saturday
9:30 AM – 5:30 PM
437-771-5326