Our Advisors

Introduction

Our CFO advisors work with business owners in long-term relationships to build stronger economic engines using the Financial Visibility and Control System. They have significant executive-level business and financial management experience.

Business people discussion advisor concept

Each ActionCFO advisor is an independent professional certified in the ActionCFO Process™.

Periodically, our Professional Community of CFO advisors meets for learning and development and to tap each other’s knowledge for the benefit of their clients.

Advisor Profiles

Our advisors are a special breed of experience, caliber, and mindset. They typically have at least ten years experience in one or more of the following positions:

CPA working in public accounting or private accounting.
Chief Financial Officer of a midsize or larger organization.
Commercial banker for small to midsize organizations.
CFO advisor to small and midsize organizations.

Advisor Availability™

With rare exception, our advisors are available to help you at any time, including short-notice requests for physical meetings. No hourly fees rack up; it’s all included in the standard CFO Engagement fee.

FAQ

Do you have experience in my industry?

Probably. Our seasoned advisors have professional experience in and work with clients across most industries, so they bring valuable perspective and can acclimate quickly to the nuances of any organization.

FAQ

Why do you focus on companies between $2M and $20M in revenue?

We find that companies of this size begin feeling the need for CFO expertise. Accounting, tracking, and reporting requirements become more complex; cash flow increases in importance relative to revenue growth, bankers/lenders become more involved, and financial analysis and forecasting become increasingly necessary.

FAQ

Do you work with businesses in turnaround situations, including Chapter 11 Bankruptcy?

Not typically. Though the Financial Visibility and Control System is effective in turnarounds, these situations are best handled by firms who specialize in them.