Financial Clarity.
Confidence in Your Revenue.
Creating Impact.
Dual Officer Model | Flat Monthly Fee | Growth & Exit Plans
Why Our Clients Love Us
Steve and Mark offer expert financial guidance without the full-time commitment, which can be invaluable to organizations looking to scale. They are knowledgeable and insightful, and help businesses navigate complex financial issues. The ability to focus on your core business while having a trusted financial partner is quite valuable.
Laura F.
Steve and Mark have been an extremely valuable resource for me and my team!
Ken P.
The team is top notch! We’ve been blessed by their thorough and highly-professional service for a little more than a year. Financial management is so crucial to any organization. They have become a trusted advisor, as much as a service provider.
Rick T.
Who Strategic Impact Advisory Is Looking To Help
If you’re like most Founder/CEOs we work with, you’ve built a strong business with loyal clients and a capable team — but the path to your next level of growth feels uncertain. Your sales and marketing efforts may be inconsistent, and your financial systems don’t always deliver the clarity you need to make confident decisions.
You’re ambitious and ready to scale, but there’s a disconnect between where your business is today and where you know it can go. You’re leaving opportunities on the table — not just in revenue, but in operational efficiency, cash flow, and strategic insight.
What you need isn’t just more activity — you need alignment. A go-to-market strategy that connects marketing, sales, and service, and a financial framework that ensures your growth is profitable, sustainable, and data-driven.
That’s where we come in. We bring the combined expertise of a CRO and CFO to help you uncover the real obstacles, tighten your execution, and move your business forward — with clarity, control, and confidence.
The Strategic Impact Scorecard Get Your Score
A quick, self-assessment tool for CEOs, founders, and revenue leaders to assess revenue performance in your business.
Our Process
Our integrated approach helps business owners confidently scale, make data-backed decisions, and unlock growth — all for a flat monthly fee. You’ll work with a dedicated Chief Financial Officer (CFO) and Chief Revenue Officer (CRO).
Strategy
Onboarding
Implementation
Optimization
Expansion
Our Services
Our integrated approach helps business owners confidently scale, make data-backed decisions, and unlock growth — all for a flat monthly fee. You’ll work with a dedicated Chief Financial Officer (CFO) and Chief Revenue Officer (CRO).
CFO Services
- Financial strategy & forecasting
- Cash flow management
- Profitability optimization
- Financial clarity & reporting
CRO Services
- Revenue growth strategies
- Sales process optimization
- Market positioning & brand strategy
- Business exit readiness
Get to Know Your Strategic Impact Partners Where Sales Strategy Meets Financial Clarity
Strategic Impact Advisory was born from the powerful collaboration between Mark Mehok and Steve Rickel—two growth-minded professionals with a shared vision: to help founder-led companies scale smarter by aligning revenue generation with financial discipline.
Mark brings decades of experience as a sales leader in the highly competitive medical device industry and currently serves as a trusted advisor and Chief Revenue Officer. He has led high-performing sales teams, built go-to-market engines from the ground up, and consistently delivered results in high-stakes, high-growth environments. His passion lies in building systems that drive predictable revenue while elevating leadership confidence.
Steve brings the financial perspective to the partnership, with years of experience as a CFO and strategic advisor for small to mid-sized businesses. His background in accounting, financial modeling, and operational finance allows him to see the story behind the numbers—ensuring companies grow not just fast, but profitably. He’s helped countless business owners go from reactive bookkeeping to forward-looking financial strategy that supports scalable success.
Steve Rickel, CPA
Mark Mehok, MBA, MS
Together, Mark and Steve saw the same pattern again and again: businesses hit a ceiling not because they lack drive, but because their revenue and finance strategies are misaligned. That’s why they created Strategic Impact—to deliver integrated guidance across sales, marketing, and finance. Their mission is to help founder-CEOs gain clarity, tighten execution, and build businesses that are not just growing—but thriving.
At Strategic Impact, we don’t just advise from the sidelines. We roll up our sleeves, embed with your team, and build systems that work. Whether you’re looking to accelerate growth, stabilize cash flow, or prepare for a successful exit, we’re your committed partners for the journey ahead.
What Can Strategic Impact Advisory Do For Your Business
Whether you’re focused on scaling, boosting profitability, or preparing for a successful exit, our dual-officer approach is designed to guide you every step of the way.
CRO Focus-Top-Line Growth
Revenue Clarity Assesment
Break down revenue streams and identify bottlenecks
Growth Strategy Audit
Review market positioning and go-to-market alignment
Pipeline & Sales Leadership Health
Assess sales team structure and pipeline management
Revenue Operations Readiness
Evaluate sales tools, data, and automation gaps
Strategic Narrative +
Vision Communication
Ensure clear articulation of growth strategy internally
CFO Focus-Bottom-Line Strength
Financial Visibility & Metrics Review
Walk through financial reports and identify blind spots
Cost Structure Analysis
Analyze fixed and variable costs for efficiency gains
Capital Efficiency & Cash Flow Review
Examine revenue-to-cash conversion and working capital cycle
Budget vs. Actual Insight
Evaluate’ budget accuracy and decision-making process
Functional Ops Assessment
Identify financial friction in operations and pricing
Strategic Vision Alignment
Based in West Chester, PA, we serve businesses all across the United States.
Find Us At
- Strategic Impact Advisory
- (610)455-4259
-
16 W Market St
West Chester, PA 19382
United States
Contact Us
- Local expertise
- Proven results
- Comprehensive support
Questions You May Be Asking
What does a Chief Financial Officer do for a small business?
A Chief Financial Officer helps manage your company’s financial strategy, budgeting, cash flow, and profitability. They provide the insight you need to make informed, growth-focused decisions.
When should I hire a Chief Financial Officer for my business?
Hire a CFO when you’re scaling, facing cash flow challenges, preparing for funding, or considering a sale. A CFO is perfect for getting expert advice without hiring full-time.
What’s the difference between a CFO and a Chief Revenue Officer?
The CFO focuses on your business’s finances — forecasting, cost control, and financial health. The Chief Revenue Officer (CRO) drives top-line growth by aligning sales, marketing, and revenue strategies.
Can I hire a Chief Financial Officer and Chief Revenue Officer part-time?
Yes. Many growing businesses benefit from CFO and CRO services. You get senior-level support and strategic guidance without full-time overhead costs.
How can a Chief Revenue Officer help grow my business?
A CRO develops strategies to boost revenue, increase customer acquisition, and align your sales and marketing teams around performance goals and ROI.
What results should I expect from a CFO?
Expect clear financial reporting, cash flow improvement, profit margin analysis, and strategic planning. Many clients also see stronger investor readiness and better long-term decision-making.
Do I need both a Chief Financial Officer and Chief Revenue Officer?
If you want to scale effectively, yes. A CFO protects and grows your financial foundation. A CRO drives revenue expansion. Together, they create a powerful roadmap to growth and exit-readiness.
How much does it cost to hire a CFO or CRO?
Hiring full-time costs $150k–$300k annually. Our model gives you both a CFO and CRO for one flat monthly fee — with no long-term contracts or hidden costs.
What does a dual CFO + CRO model actually look like?
At Strategic Impact Advisory, your CFO and CRO work hand-in-hand to align finances with growth. Together, they provide proactive advice, track performance, and help you scale or sell — with confidence.