Our Financial Services

For most small and mid-sized businesses, full-time CFO-level financial leadership is unaffordable. If your financial needs exceed the abilities of a typical accounting manager, we offer a wide range of services to meet any financial need you may have.

Fractional & Interim CFO Staffing

For most small or mid-sized businesses, there either isn’t enough revenue to keep a CFO on the payroll or there isn’t enough complex work to merit a full-time position. Often, a part time, interim, or fractional CFO can provide the leadership while other staff members can manage most of the execution. If you have financial needs that exceed the skill level currently on staff, a Fractional CFO can provide exceptional value to your organization.

CFO Consulting

Your finance department should proactively contribute to your business success, not passively take orders or even get in the way. With a CFO on board, you can build, develop, and/or improve your accounting and finance function to create new opportunities and aleviate the stress of meeting payroll and sourcing capital for growth. This also includes support for the often complicated transition from cash-basis to accrual-basis accounting.

Strategic Planning

As a business leader, you regularly create, revise, and implement strategic plans to help guide your organization forward. We jump into the strategic planning process alongside you to help craft the financial part of your new roadmap. With our help, you can finally transform hopes and dreams into an actionable strategic plan.

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. We typically schedule a handful of sessions to learn about your background, your current challenges, and your future goals. Then we’re available to stay in touch for whenever you need to bounce some ideas off the wall or get some perspective on how your career is progressing.

Executive Coaching

As the President or CEO of a business, there are some conversations you should NOT have with your team. Who can you have those conversations with? Your friends or family may not have the expertise you need. Call us and we’ll help you with those topics.

Financial Consulting

We offer guidance on a wide range of financial initiatives. If you’re considering a strategic acquisition or thinking about a merger, we can help forecast the impact on your business and develop sound valuation models to inform your decisions. If you’re anticipating a period of expansion or need to divest a part of your business, we can analyze the situation and develop recommendations to achieve the best outcome. Even routine tasks like budgeting, forecasting, and identifying new sources of financing are all part of the value we offer.

Accounting & Software Consulting

Many small and medium-sized businesses manage their own accounting with software that may not fit the unique needs of their financial operations. If you’re considering a change in the way you keep your books, or the software you use to track revenue and expenses, 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. Our experience and skill in ecommerce is proven by top-level performance and data-driven measurements.

Discover How We Can Elevate Your Financial Strategy

Reach out to Capstone ROI Advisors today and let us guide your business with enhanced financial leadership.