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CFO and Controller Services

Fractional financial leadership for businesses that need strategic oversight without a full-time executive.

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Finance Leadership Without the Full-Time Hire

You need someone who can see the big picture, manage cash flow, talk to lenders, and keep your financials tight. But you don't need that person 40 hours a week. Our CFO and controller services give you experienced financial leadership at the level that makes sense for your business.

What We Do

1

Strategic Financial Leadership

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

2

Financial Operations Management

Day-to-day oversight of accounting functions, reporting, and compliance.

3

Cash Flow Optimization

Analysis and recommendations to maximize working capital and improve financial flexibility.

4

Performance Analysis

Regular financial reporting with insights to support better decisions.

Who Is This For

  • Businesses preparing for growth, acquisition, or exit
  • Companies that need better visibility into performance
  • Leadership teams making capital or hiring decisions
  • Organizations seeking funding or investment

Meet the Team

Experienced professionals who provide financial leadership and operational oversight for growing businesses.

Practice Area Leader

Marcy DeLorenzo-Rosci, CPA

Ready to Get Started?

Let's talk about what you need and how we can help.

Connect With Us Call: (610) 544-5900

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