Incredibly Technical.  Refreshingly Human.

Who We Are

The Entrepreneur's CFO

Many entrepreneurs search for a financial partner who can deliver more than just a tax return, but few find one.  The CFO Alliance answers this demand.  Business owners call on CFO Alliance because no matter what role we play, we ask the kinds of compelling questions that drive success.  Whether we function as an outsourced bookkeeper or a part-time Chief Financial Officer, our clients grow with us. Learn More

Financial Leaders 

Yes, we are fanatic about numbers.  But we are so much more than that.  We are accomplished leaders, infusing leadership into everything we do for our clients.  

To us, numbers are much more than mere digits.   They are the story of your culture, core values, strategy, people, and processes.  There is nothing more exciting to us than interpreting your story.  By understanding your past and present, our financial leaders will help you excel in the future. Learn More

SEC Experts

It takes one to know one.  An SEC expert, that is.  Our team has spent decades in the trenches working with publicly traded companies – on their management teams, as their consultants, and as their auditors.  Accounting and SEC rules may change rapidly but our mastery of them remains steadfast.  When you need technical experts to get the job done right, you can count on CFO Alliance. Learn More

 



Accounting & Tax

  • Accounting, Bookkeeping & Controller Services
  • Tax Planning & Preparation
  • Audit Preparation & Support
  • Financial Reporting (including SEC)
  • Special Projects

Strategic Finance

  • Capital Structuring
  • Budgeting & Forecasting
  • Financial Planning & Analysis
  • Cash Flow & Resource Management
  • Financial Modeling
  • Performance Metrics
  • Profit Optimization

Business Process Improvement

  • Process Design & Improvement
  • Internal Controls
  • Software Implementation Support
  • Merger & Acquisition Integration