We’re a team of experienced operators—former CEOs, CFOs, controllers, and senior accountants—who’ve led and scaled real companies, not just managed the books. Many on our team are licensed CPAs with deep technical expertise, and collectively we’ve supported clients in raising hundreds of millions in equity and debt financing.

We bring a unique combination of strategic advisory and hands-on operational support. From board-level insights and GAAP compliance to financial modeling, investor reporting, and scalable accounting processes—we help growing companies build financial maturity and investor confidence.

Unlike traditional outsourced firms, we fully integrate into your business, using company emails and systems to function as a seamless part of your internal team. We're not just advisors—we're embedded partners committed to your success.

• Fractional CFO
• Fractional Controller / Chief Accounting Officer
• Accounting
• Finance, inc FP&A
• HR Admin

CFO Direct

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Teams

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CFO Direct

Org chart

Teams

Offices

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