From start up to scale up and beyond

We provide CFO Advisory Services and financial insights to empower growing companies to make strategic decisions, and get ready for next level opportunities!

The Entrepreneur CFO

When the opportunity arises, is your company ready to move forward for the road ahead?

How quick and how well can your company demonstrate its value?  Investors, financiers, or buyer look for profit potential, sure. But they also want to see sound internal controls and risk management, best-in-class financial systems and reporting, well-documented processes and procedures, and a clear reliance on numbers and metrics. We’ll make sure your company is everything they want and more.


Whether you want to raise capital, get acquired, exit your business, or plan an IPO, the companies that plan ahead command the best opportunities: the best offers, the best financing, the best price.

  • SWOT Analysis
  • Audit Readiness
  • IPO Readiness
  • SEC Compliance
  • Financial Statements
  • Process Improvement & Automation
  • Business Transformation
  • System Integration &Conversion
  • Annual Audit, Month End Close
  • Financial Analysis, Strategic Planning
  • Operational Due Diligence
  • Technical Accounting
  • Purchase Accounting, Valuation
  • Cash Flow Management
  • Risk Management, Internal Controls
  • Securitization, Revenue Recognition
  • SPV, VIE, Consolidation
  • Change Management, Cost Reduction
  • Scorecard, Performance Management
  • Financial Services
  • Strategic Funding

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    We are here to help! Feel free to message us, or schedule a 45 minutes free strategy session to explore ways in which we can add value to you and your business!


    Located in New York City, serving clients around the world

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