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What We Do

The Coffey Advisory Group is founded on the belief that small to mid-sized companies should have access to exceptional business advisory services at an affordable price. Young growing businesses need advisory services the most yet many times they are priced out of the market and are under served by traditional consulting groups.


The Coffey Advisory Group is dedicated to providing the highest level of on-demand CFO and COO services to our clients. As a growing company, the need to generate the highest return on every dollar is extremely important. Coffey Advisory wants to be the catalyst that gets your organization to the next level by providing top of the line services at a boot strapped rate. We want to be your invaluable partner to achieve great results together.

Start Up Advisory Services

At this stage, companies may need to finalize their business plans and financials to seek funding, create operational processes and workflows, establish a banking relationship, set up their chart of accounts, and so forth. By using Coffey Advisory Group, these companies will be set up for success from the beginning and not have the growing pains and stumbles when it comes time to grow and scale in the future. 

Established Business Advisory Services

At this stage, companies may be a few years old and have made great strides in generating revenue. These companies could benefit from Coffey Advisory Group by having P&L's analyzed and strategies put in place to maximize each dollar and increase profitability. Budgeting, forecasting, and modeling can be useful to plan for further strategic growth of the company.

Practice Areas
  • Mergers and Acquisitions

  • Financial Statement Analysis

  • Forecasting/Modeling

  • Budgeting & Variance Analysis

  • Operational Efficiencies​

  • Best Practices

  • Bookkeeping

  • Business Brokerage

  • Banking Relationships

  • Cash Flow Analysis

  • SWOT Analysis

  • Strategic Planning

  • Internal Controls

Rich Coffey

Tel 813-732-0436
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