Where are your clients located?

Our office is in Media, PA. We serve growing businesses and their leadership teams across Delaware County, Greater Philadelphia, South Jersey, Delaware and nationwide.

CFO and Controller Services

Finance Leadership Without the Full-Time Hire

Growing businesses reach a point where bookkeeping isn't enough. You need someone to see the big picture, manage cash, talk to lenders and keep reporting tight, but not necessarily 40 hours a week.

Some clients need a controller to own the monthly close and reporting. Others need a CFO-level partner for budgeting, forecasting, financing and major decisions. Many start with one and grow into the other.

Strategic Financial Leadership

CFO-level guidance on growth, capital, pricing and major business decisions.

Controller Oversight

Owning the monthly close, reporting and internal controls so the numbers are reliable.

Cash Flow and Forecasting

Budgets, rolling forecasts and cash management so you see problems before they arrive.

Lender and Board Reporting

Clear reporting packages and KPIs for owners, lenders, investors and boards.

Who Is This For

Businesses preparing for growth, an acquisition or an exit
Companies that have outgrown their bookkeeper but don't need a full-time CFO
Leadership teams making capital, pricing or hiring decisions
Organizations seeking financing or outside investment

Frequently Asked Questions

What is the difference between a controller and a CFO?

A controller owns the monthly close, reporting and internal controls so the numbers are reliable. A CFO uses those numbers to guide budgeting, financing, cash and major decisions. Many businesses start with controller support and add CFO-level guidance as they grow.

When does a business need fractional CFO support?

Usually when bookkeeping is no longer enough. Common signs are cash flow surprises, lender or investor conversations, rapid growth or a major decision without a clear financial picture.

Is this a full-time commitment?

No. You get financial leadership at the level your business needs, without the cost of a full-time executive.

Can you work with our existing accounting staff?

Yes. We often oversee and support in-house staff rather than replace them.

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