Fractional CFO support for owner-led businesses that need more than accounting.
Stonewall Insights helps growing businesses turn financial statements into clearer decisions, stronger cash flow, and a better plan for what comes next.
STRATEGIC FINANCE, FORECASTING, REPORTING AND DECISION SUPPORT FOR SMALL AND MIDDLE-MARKET BUSINESSES
You have financial statements. But do you have financial clarity?
Most growing businesses have a bookkeeper, CPA, or accounting process. But the owner is still left asking:
Why is revenue growing but cash still feels tight?
Which products, customers, or regions are actually profitable?
Can we afford to hire, expand, or invest?
What should next year look like financially?
Are we building a business that could eventually sell?
Stonewall Insights fills the gap between historical accounting and forward-looking decision-making.
MONTHLY FINANCIAL REVIEW
Turn your P&L, balance sheet, and cash flow into a clear operating conversation
MANAGEMENT REPORTING
Create reporting packages and dashboards that leadership can actually use
BUDGETING & FORECASTING
Build a forward-looking plan so you can see what is coming before it becomes urgent
PROFITABILITY ANALYSIS
See which customers, products, services, locations, or regions are driving value
CASH FLOW PLANNING
Understand timing, working capital, and the decisions that affect liquidity
STRATEGIC DECISION SUPPORT
Evaluate pricing, hiring, expansion, cost reduction, financing, and exit readiness
Where accounting ends, decision-making starts.
Accounting tells you what happened. Stonewall Insights helps you understand what it means, what to do next, and how to build a better plan around it.
Built for owner-led businesses with real complexity.
Stonewall Insights is a fit for companies that have outgrown basic financial reporting but are not ready for a full-time CFO.
$2M–$30M in revenue
Multiple revenue streams
Inventory, labor, regional, or project-level complexity
Seasonality or cash flow pressure
Need for better forecasts and reporting
A future sale, acquisition, or growth decision ahead
1) Diagnose
Review your financials, systems, reporting process, and biggest decision points.
2) Build
Create the budget, forecast, dashboard, model, or reporting cadence your business needs.
3) Advise
Meet regularly to review performance, pressure-test decisions, and adjust the plan.
Preparing for Growth
Know whether the business can support more hiring, inventory, locations, or sales capacity.
Improving Margins
Understand what is really driving profitability and where margin is leaking.
Common situations we can help with:
Cleaning Up Reporting
Turn messy reports into useful, decision-ready financial visibility.
Managing Cash Flow
See timing, working capital, debt, vendor payments, and upcoming cash needs.
Planning for a Sale
Understand EBITDA, add-backs, reporting quality, and what a buyer will care about.
Building a Cadence
Create a monthly finance rhythm that gives ownership a clear view of performance.
Finance support built from both corporate FP&A and operator-level experience.
I’m Colin Smitham, founder of Stonewall Insights. My background includes corporate FP&A experience managing a $720M annual operating budget, Controller experience inside a Dallas manufacturing business, and hands-on consulting work with owner-led companies.
I started Stonewall Insights to help business owners get the kind of financial clarity that larger companies often have — practical reporting, forward-looking plans, and finance support that turns numbers into better decisions.
Ready to make better decisions from your numbers?
Whether you need a monthly finance partner, a better forecast, or a clearer view of profitability. Stonewall Insights can help you move from financial reporting to financial leadership.