Who we help
Financial and operational support for owner-led businesses at every stage of growth.
Fit depends more on complexity and need than on revenue. Our ongoing clients range from new businesses to established companies with internal accounting teams and tens of millions in revenue. Many of our core relationships are owner-led companies between $2M and $50M.
We meet the company where it is.
Starting
Get the financial foundation right: registrations, QuickBooks, payroll, banking structure and monthly books from the first month.
Startups and new businesses →Growing
The owner still touches everything. We take over increasing amounts of the back office until the finances stop reaching your desk.
Owner-led businesses →Scaling
Employees, departments, loans and covenants. Reporting, process and a monthly CFO rhythm sized to the company.
Fractional CFO →Established
You have accounting staff. We lead them, review their work, and deliver the reporting and guidance an owner expects from a CFO.
Companies with accounting teams →Families with more than one balance sheet
Operating companies, real estate, trusts and LLCs. Entity-level books on one calendar, consolidated reporting, bill pay, and coordination with your CPA, attorney and wealth advisor. A quieter lane, handled discreetly.
Family offices →Industries we know from the inside
Transportation, construction, dealerships, family-owned real estate, restaurants, retail, manufacturing, professional services, medical and dental. Each page says what we usually see and which numbers we watch.
Industries →Is this a fit?
Who we're usually right for, who we're not, and how to tell in five minutes. Saying who we're not for is part of being trustworthy to everyone who is.
See if we're a fit →Who you'll find working alongside us
Owners and their management teams. Family members who aren't accountants. Commercial and SBA bankers, CPAs, estate attorneys, wealth advisors, sureties and insurers. We keep the ledger they all rely on, and we'd rather be on a call with all of them than be the bottleneck between them. For advisors
Tell us what's going on. We'll tell you what we see
One conversation with Chris, no deck. He'll tell you what he sees and what it would take to fix it, including if the answer is that you don't need a CFO yet.
Chris Greco, Founder and President.
Your first call is with him, not a sales team.