The Founder’s CFO

Build modern, flexible finance solutions
that give you what you need, when you need it.

We help you grow with confidence.

Discover 5 actions founders can take for worry-free financials. Get the Playbook

Growing. Fast!

Our clients have helped us grow along with them. We’re grateful to be one of the fastest growing companies in the country, being named to the Inc. 5000 three years in a row, and #11 in the Seminole 100.

CFO Services

Outsourced CFO
CFO Support
Financial Leadership

Mergers & Acquisition

Due Diligence Buy and Sell – Side Support Post-Acquisition Integration Debt & Equity Financing Support

Strategic Accounting & Finance

Financial Modeling Profit Optimization Financial Planning & Analysis Metrics & KPIs Treasury & Cash Flow Management

Extension of Your Team

Management Reporting External Financial Reporting IPO Support Audit Preparation & Support Project Management Special Projects

Process Transformation

ERP Design & Implementation Process Automation Business Intelligence

LEARN MORE

We serve growth companies, entrepreneurs, CFOs, financial executives and private equity sponsors.

How Can We Help You

We have broad expertise in a variety of industries, with significant strength in:

Technology
Technology Services
Business Services
Professional Employer Organizations
Healthcare
Insurance

Manufacturing
Trucking
Restaurants
Retail
Distribution
SaaS

“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.”

– DARRELL SMITH, CO-CHAIR SHUMKAER, LOOP & KENDRICK LLP CORPORATE & SECURITIES LAW DEPARTMENT

“We had great success working with the CFO Alliance on special projects – as their talented team accomplished highly technical goals related to our acquisitions”

– KEVIN ADAMEK, RED VECTOR

“Hiring CFO Alliance was a home run.”

– TONY DIBENEDETTO, TRIBRIDGE

“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.”

– BEN WARD, PEMCO WORLD AIR SERVICES

“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.”

– ALAN BUTCHER, DIVERSIFIED MAINTENANCE

“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”

– PJ SHIEL, DIVERSIFIED MAINTENANCE

“CFO Alliance is a great partner, communicating effectively throughout the process, and strategically thinking to get results.”

– BRAD HALE, BLOOMIN’ BRANDS

“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.”

– DEREK HENNECKE, XCELIENCE

“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.”

– ANDY HAFER, DYNAMIC COMMUNITIES

“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.”

— SCOTT MECKLEY, MARS COMPANY

“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.”

– JEFF SJOBECK, COADVANTAGE

“CFO Alliance is amazing!”

– LIZ SZELTNER, SUN DENTAL LAB