NewCastle Finance

What NewCastle Finance does

NewCastle Finance is a boutique fractional CFO firm founded in 2019 by Kathy Svetina and headquartered in Northbrook, Illinois. The firm delivers Financial Planning & Analysis (FP&A) advisory services to growing small businesses, with a stated mission focus on women-owned companies and a stated target market of businesses generating $10M+ in annual revenue (and growing rapidly from $5M+). Services are organized around three offerings: the NextGen Finance Blueprint™, a flat-rate $9,500 standalone diagnostic assessment built on the firm's proprietary Healthy Financial House™ framework; Monthly Support, an ongoing fractional CFO retainer delivered as 1-on-1 sessions covering budgeting, forecasting, cash flow management, KPIs, and strategic planning; and Advisory Projects, limited-scope engagements for specific problems such as software overhauls or commission-structure redesigns.

The firm's core intellectual property consists of two registered trademarks — the Healthy Financial House™ (a 5-part financial-health diagnostic covering foundation, systems, analysis, planning, and internal controls) and the NextGen Finance Blueprint™ (the productized 3–6 week assessment that operationalizes the framework). Delivery is virtual, with client engagements beginning in a free 30-minute consultation before moving to paid work. Construction and remodeling businesses form a notable vertical, supported by an integration relationship with Buildertrend for Work-in-Progress reporting. Funded startups requiring investor-management and board reporting are also served as a secondary segment.

The business model is professional services with a subscription-style monthly retainer for ongoing engagements and one-time/limited-scope pricing for diagnostics and projects. There is no external funding, no institutional ownership, and no parent company; the firm is wholly founder-controlled. Go-to-market is community- and thought-leadership-led, anchored by the founder's owned podcast ('Help! My Business Is Growing') and recurring guest appearances on industry podcasts such as CFO Weekly, FP&A Today, and The Building Code. The company deliberately steers away prospects who are not a fit, prioritizing depth of engagement over volume.

Name

NewCastle Finance

Legal name

NewCastle Finance LLC

Website

https://newcastlefinance.us

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

NewCastle Finance is a boutique fractional CFO firm that provides Financial Planning & Analysis advisory, budgeting, forecasting, and strategic financial guidance primarily to growing women-owned businesses and construction firms with $5M–$10M+ in annual revenue, delivered virtually by founder Kathy Svetina.

Ownership category

akta.pro rank

Product category

Fractional CFO Services

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Fractional CFO services
• Financial planning analysis
• FP&A advisory
• Small business CFO
• Strategic financial consulting

Headquarters

HQ city

Northbrook

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. NextGen Finance Blueprint™ (Standalone Assessment): One-time flat-rate diagnostic assessment providing a comprehensive review of financial structure and a prioritized action roadmap. This is offered as both a standalone service and as an on-ramp to ongoing Fractional CFO engagement.
2. Monthly Support (Fractional CFO Retainer): Ongoing monthly retainer for continued Fractional CFO support including regular 1-on-1 sessions, financial planning and analysis, strategic planning, budgeting, forecasting, and resource referrals. Kathy describes this as a monthly engagement rather than hourly billing to avoid clients hesitating to reach out for guidance.
3. Advisory Projects (Limited-Scope): Custom proposals for specific, well-defined financial challenges such as software system overhauls, commission structure resets, or forecasting fixes. These are limited-scope engagements for clients who don't need ongoing support.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

NewCastle Finance is a boutique Fractional CFO firm that delivers Financial Planning & Analysis (FP&A) services to growing small businesses. Its core offerings include the NextGen Finance Blueprint™—a flat-rate 5-part financial diagnostic delivered over 3–6 weeks—and ongoing Monthly Support, which provides recurring Fractional CFO advisory, strategic planning, budgeting, forecasting, and KPI development.

Product overview

NewCastle Finance offers a portfolio of Fractional CFO services for growing small businesses, primarily targeting companies with $10M+ in annual revenue. The core offerings include the NextGen Finance Blueprint™ (a standalone 5-part financial diagnostic using the proprietary Healthy Financial House™ framework) and Monthly Support (ongoing Fractional CFO engagement with 1-on-1 sessions, FP&A, and strategic planning). Advisory Projects provide limited-scope consulting for specific situations. The services complement existing accounting and bookkeeping teams rather than replacing them, focusing on financial planning and analysis, strategic guidance, and long-term business health.

Differentiator

Problem solved

Functional benefit

Products and services

• NextGen Finance Blueprint™ A 5-part financial assessment using the proprietary Healthy Financial House™ framework, providing a comprehensive diagnostic of a business's financial structure and a prioritized action roadmap, delivered over 3-6 weeks through 1-on-1 sessions with a Fractional CFO.
• Monthly Support Ongoing Fractional CFO retainer providing regular 1-on-1 sessions, strategic planning, budgeting, forecasting, cash flow management, financial analysis, risk management, and KPI development for growing businesses.
• Advisory Projects Limited-scope consulting engagements addressing specific, well-defined financial challenges such as software system overhauls, commission structure redesigns, or forecasting fixes for clients who do not need ongoing support.

Quantifiable outcome

• Client doubled their sales, profits, and cash in two years of working together
• +1 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Paro: Paro is a marketplace connecting businesses with fractional finance and accounting talent. Overlaps with NewCastle in the fractional CFO/finance buyer segment but uses an on-demand talent network rather than a single practitioner.
• Tidemark: Tidemark offers FP&A and financial planning software used by fractional CFOs and small finance teams. Comparable through its shared FP&A focus with NewCastle's Healthy Financial House framework, though it competes as software rather than services.

Direct peers

• inDinero: inDinero offers outsourced accounting, controllership, and fractional CFO services to growth-stage companies. Directly comparable outsourced finance operations targeting venture-backed SMBs.
• Pilot: Pilot delivers bookkeeping, tax, and CFO services to growing businesses. Directly comparable outsourced finance model serving SMBs with a similar $10M+ revenue sweet spot, though scaled with technology and a wider team.
• Burkland: Burkland is a fractional CFO and accounting services firm for venture-backed startups and SMBs. Highly comparable: same fractional CFO/outsourced finance model, similar pricing paradigm (diagnostics plus ongoing retainer), and overlapping mid-market buyer profile.
• Ignite Spot: Ignite Spot provides outsourced accounting, controller, and fractional CFO services to small and mid-sized businesses. Same outsourced finance and fractional CFO delivery model targeting growth-stage companies.
• Acceler8 CFO: Acceler8 CFO is a fractional CFO firm serving growing businesses with retained CFO engagements. Comparable boutique fractional CFO model with retainer pricing and FP&A-led service offering.
• CFO Centre: CFO Centre specializes in fractional CFO services for SMBs in the US and other markets. Comparable as a pure-play fractional CFO provider with retainer-based engagements and consulting-driven client acquisition.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/newcastlefinance

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about NewCastle Finance