Affordable Financial Leadership
for Small & Mid-Size Businesses
Capstone ROI is the fiduciary financial resource that will propel your small or mid-size business to the next level of profitability and growth. With decades of corporate financial leadership experience, across a wide range of industries, we have the strategic insight and expertise to enhance your liquidity, optimize your capital allocation, and craft an environment that fosters growth and profitability. As a fellow small business, we understand the financial constraints of an operation of your scale and tailor our guidance to the solutions that work for you both today and in the future.
Feel stuck and out of new ideas?
We take the financial reins so you can stay focused on sales, operations, and innovating your products and services.
What’s a fiduciary?
Our pledge is to always do what is in your best interest. We are here to serve your business financial needs, always at the highest ethical standards.
How We Serve Small & Mid-Sized Businesses
Fractional & Interim CFO Staffing
Part time, or temporary financial leadership when a full-time, seasoned CFO is unaffordable or impractical.
CFO Consulting
Strategic Planning
When you need ideas and roadmaps but already have the resources to implement them, we can partner with you to establish an objective and specific goals.
Career Coaching
If you’re trying to take your own career to the next level and need the mentorship and perspective of a seasoned CFO, we’ve got your back.
Executive Advising
It’s lonely at the top. Let’s face it, as the President or CEO of a business, there are some conversations you don’t want to have with your team. Call us and we’ll help you with those topics.
Financial Consulting
We offer guidance on a wide range of financial initiatives including mergers & acquisitions, expansion or divestiture, budgeting and forecasting, profitability by customer or product/service, and financing.
Accounting & Software Consulting
Are you exploring new accounting methods or software? We can help you determine the tools and tactics that will work best for you.
Supply Chain & Online Sales
Simplify the way you manage your supply chain and optimize your e-commerce strategies to boost sales and profitability.
What Vision Can We Help You Realize?
The Capstone ROI Team
The Capstone ROI team is a small business, family-run operation that believes strong, trusting relationships are the core of business success. Get to know us. We look forward to meeting you.
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