Financial Planning & Analysis
Metrics & KPIs
Treasury & Cash Flow Management
ERP Design & Implementation
Buy and Sell – Side Support
Debt & Equity Financing Support
External Financial Reporting
Audit Preparation & Support
"You should feel great about the role that CFO Alliance played in Sun Dental Labs Reg A offering. Given the newness of the Reg A offering, your team’s effort was particularly impressive. In all my years I have never seen the accounting aspects fly through so seamlessly. Congrats."
"We had great success working with the CFO Alliance on special projects – as their talented team accomplished highly technical goals related to our acquisitions"
"Hiring CFO Alliance was a home run."
"CFO Alliance is a team of fast learners who were able to quickly grasp the complexities of our business. They are also exemplary communicators, skillful at sharing crucial information. Their detailed and thoughtful approach resonated with executives and employees across the organization."
“CFO Alliance gained respect and buy-in from our executive team and private equity sponsors in a very short time frame. That is a tall order, and something I haven’t seen others accomplish as easily. CFO Alliance has a unique ability to instill confidence in everything they do.”
“It’s been a pleasure to have the support and expertise of the CFO Alliance team on our side - they continuously provided the right skill sets at the right time to meet our business needs"
"CFO Alliance is a great partner, communicating effectively throughout the process, and strategically thinking to get results."
"When you hire CFO Alliance, you get access to a talented team, so you are not just hiring one consultant. Brooke is also very careful to not overpromise to complete the assignment. We have hired CFO Alliance again for another assignment. They have provided real value to us, and have even come in under budget both times."
"With rampant growth, things were starting to get out of control. CFO Alliance came in to coach us and help us implement refreshed processes and controls to make sure we could continue to succeed. Their depth of insight and energy seems endless."
"Throughout our company’s transition into a growth mode, CFO Alliance played a critical role supporting our executive team and was a trusted source of financial expertise, stability and honest feedback. I highly recommend their services."
"I've owned multiple businesses and this is one of the most well-crafted financial models I've ever seen and used"
"I would highly recommend CFOA to other finance leaders who are looking for additional resources to tackle complex projects. We engaged CFO Alliance to assist with several projects over the last two years. We have found their team to be highly professional, focused on delivering a quality work product, and very responsive to deadlines."
"CFO Alliance is amazing!"