01
Clarity.
See the business as it actually is. We start with honest, plain-English diagnostics.
STRATEGIC FINANCE ADVISORY
Guiding you from insight to impact.
Strategic finance for operators in any industry. We surface the insight hiding in your numbers and turn it into decisions that have a real, positive impact on the business.
OUR APPROACH
Three things every engagement leaves behind.
02
Control.
Cash flow you can read, KPIs you can act on, and a steady cadence that turns financial anxiety into confidence.
03
Growth.
A plan you can actually run. Insight turned into impact, so the business keeps moving toward the goals you started it for.
ENGAGEMENTS
Start with a Checkup. Grow into a partnership.
Start with a fixed-fee Checkup to see where you stand, set up an ongoing engagement when you want a partner in the numbers month-to-month, or bring us in for defined-scope project to work on a one-off challenge.
Start here
Financial Checkup
Best for
Owners who suspect their numbers are hiding something and want a clear answer in weeks, not quarters.
We review your financials and systems end-to-end and deliver a clear set of recommendations: where to tighten, where to invest, and what's quietly costing you money. The fastest way to find out whether your numbers are working for you or against you.
Book a Checkup →Ongoing partnership: three levels of involvement
Where most owners start
Essentials
Best for
Operators who need consistent financial guidance without a full-time CFO on the payroll.
Ongoing strategic finance on a steady cadence: scheduled reporting, regular strategy reviews, and the clarity to make confident decisions between them.
Steady, scheduled cadence
More responsive
Momentum
Best for
Growing businesses where decisions move faster than a quarterly cadence can keep up with.
The same scope as Essentials, delivered with a more responsive experience: faster turnaround, more frequent touchpoints, and priority scheduling.
Faster, more frequent
Fully embedded
Partnership
Best for
Owners who want Coastview in the room for the hires, the deals, and the decisions that define the next chapter.
Our most embedded engagement, delivered as if we were part of your team: on-call access, proactive outreach, and a standing seat at the conversations that matter most.
On-call, embedded
Situational
Custom Projects
Best for
A specific moment that needs a sharp deliverable: a transaction, a turnaround, a board ask, or a system change.
Defined-scope work that doesn't fit a tier: M&A support, system implementations, board prep, turnaround analysis, financial modeling, or whatever the moment requires.
Discuss a project →HOW WE WORK
A working session, not a slide deck.
1
Listen
A free 30-minute call. You tell us where the business is stuck; we tell you whether and how we can help.
2
Diagnose
We sit with the actual numbers (cash, margin, pipeline, team) and surface what's preventing you from reaching your goals.
3
Move
We deliver at the volume you need. Insight creates outcomes, and you stay in control of your next move.
FROM A CLIENT
1 / 2
THE ADVISOR
Strategic finance that speaks operator, not analyst.
Coastview turns financial information into clear decisions and decisions into outcomes, drawing on a broad base of experience across portfolio companies, contractors, manufacturers, retail and wholesale, and mission-driven organizations. Strategic at the top. Accountable on the ground. Direct, confident, no jargon.
— Andrew VarneyFOUNDER & PRINCIPAL ADVISOR
NOTES FROM THE WORK
Plain-English thinking on practical problems.
OPERATING PLAYBOOK
"Sometimes the most valuable work a CFO does isn't in how they handle millions of dollars. It's how they turn a 3 into a 4 — quietly moving a whole organization from doing their job to owning outcomes."
OPERATIONS
"If you're the primary operator, you are the main revenue-generating asset in the business. Every hour spent wrestling with clunky software is an hour you're not spending on the work that actually drives growth."
RELATIONSHIPS
"We don't want to appear transactional, so we let good relationships quietly die from neglect. There is far more goodwill stored in your past relationships than you probably realize."
1 / 3
Bring your questions. We'll bring the answers.
Tell us where the business is stuck. We'll set up a 30-minute working session, no slide deck, no obligation.
Request a sessionWe reply within one business day. Sessions held over video or in person.