INDEPENDENT FINANCIAL ADVISORY
Strategic finance.
Stronger
organizations.
Clear financial direction. Thoughtful partnership. Practical support to help your organization move forward with confidence.
Start a conversation
YOUR PARTNER IN PROGRESS
Good financial leadership sees
the whole organization.
The numbers tell a story. We help you understand it, connect it to your goals, and turn it into action. From the boardroom to everyday operations, AD Advisory Services brings strategic perspective and the discipline to make progress happen.
OUR EXPERTISE
Clarity where it matters.
Support where you need it.
Flexible advisory built around your priorities, your team, and the stage of your organization.
01Fractional CFO & financial leadership
Experienced financial leadership to help you navigate growth, complexity, and change. Bring a strategic partner into the conversations and decisions that shape your future.
- Financial strategy and scenario planning
- Budgeting, forecasting, and cash flow
- Executive and board decision support
- Finance team guidance and interim support
02Finance & operational improvement
Build financial operations that work for the people who rely on them. Strengthen processes, connect systems, and give your team a clearer way to work.
- Accounting system transitions
- Accounts payable and expense automation
- Internal controls and workflow design
- Treasury and cash management processes
03Reporting, governance & financial insight
Make financial information useful, understandable, and relevant. Equip leaders and boards with reporting that connects performance to strategy.
- Management dashboards and key indicators
- Board and finance committee reporting
- Audit readiness and coordination
- Financial policies and governance support
04Specialized financial advisory
Bring careful analysis and an independent perspective to a specific challenge, opportunity, or transaction.
- Financial due diligence
- Business valuation advisory
- Forensic financial reviews
- Endowment and impact investment analysis
WHO WE SERVE
Different organizations.
A shared need for clarity.
Nonprofits & foundations
Connect financial stewardship to your mission, strengthen operations, and give your board a clearer view.
Growing businesses
Build the financial visibility, systems, and strategic support you need for your next chapter.
Leaders navigating change
Add experienced capacity during transitions, critical decisions, and projects that need focused attention.
OUR APPROACH
Thoughtful strategy.
Practical follow through.
A collaborative relationship that starts with understanding your organization and stays focused on what moves it forward.
- 01 / UNDERSTAND
Start with your goals.
Listen to your priorities, learn how your organization works, and understand the questions you need answered.
- 02 / ALIGN
Define the path.
Set a clear scope, priorities, and engagement budget so expectations are shared from the start.
- 03 / ADVANCE
Turn insight into action.
Work alongside your team to implement practical improvements, review progress, and adapt as needs evolve.
MEET YOUR ADVISOR
Experience.
Perspective.
Personal commitment.
Alecia Dillon
CPA, EMBA Founder & Principal
Strategic thinking, grounded in the realities of running an organization.
Alecia brings financial leadership experience across philanthropy, higher education, investment management, and business advisory. Her work connects finance, operations, and governance to help organizations make informed decisions and build stronger foundations.
As a CPA with an Executive MBA from the University of Michigan Ross School of Business, she combines analytical discipline with a broad view of organizational performance. Her approach is direct, collaborative, and focused on solutions that work in practice.
Certified Public Accountant
Michigan
Executive MBA
University of Michigan Ross
LET’S CONNECT
What’s next
for your organization?
Tell us where you are and what you want to accomplish. Let’s explore how AD Advisory Services can help.
dillonal@umich.eduBased in Florida & Michigan.
Available for remote engagements.