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Providing part-time CFO services and back office Finance solutions. We specialize in startups and early stage companies. Our truly transformative approach to Finance provides expertise and flexibility, all at a fraction of the cost of traditional Finance. Our Vision is to change the way business thinks about Finance. Your time and startup capital is precious. We enable startups to do what they do best, as we seamlessly manage all things Finance. Only pay for services you need, and only when you need them. Our fees are billed hourly, and your annual cost is far less than a salary for an average full-time Controller. We also provide the capability to outsource the entire Finance function (or segments of it) to meet your needs. Our cloud-based transaction center and experts are located here in the US. Gain access to dedicated experts in Accounting & Payroll, and also HR & Benefits. Our integrated cloud-based systems include NetSuite, Bill.com, Expensify, and DropBox. Affordable part-time CFOs ready to chat about making your startup more profitable, planning for growth, funding readiness, and helping strapped companies manage cash. Can chat about all things Finance Typical CFO Deliverables: Fundraising Preparation - business plan reviews, pitch decks, funding options Cash Flow Management - burn rates, runway, forecasting Business Strategy - growth / scaling your business, financial modeling Project & Profitability analysis Reporting & Analytics Insurance & Risk Management Stock / Equity Compensation Control & Governance Back Office Finance: Setup or transfer of accounting data onto NetSuite Payroll - paperwork & employee on-boarding HR / Benefits - setup plans for healthcare, insurance, 401K Get a free consultation today!
Fresh Kitchen is a healthy fast-casual restaurant chain founded in 2014 and based in Boca Raton, Florida. The restaurant specializes in 100% gluten-free, customizable meals that cater to various dietary preferences, including vegan, keto, and carnivore diets. Their menu features high-quality, scratch-made recipes using fresh ingredients, antibiotic-free and hormone-free meats, homemade sauces, and hand-cut vegetables cooked in 100% olive oil. Customers can create their own balanced bowls by selecting from a variety of bases, freshly roasted vegetables, grilled or roasted meats, and flavorful toppings. Fresh Kitchen also offers daily in-house pressed juices, teas, and juice frescas, with seasonal recipes to ensure freshness. The company emphasizes fast service without compromising quality, aiming to support active lifestyles. In addition to their food offerings, Fresh Kitchen is dedicated to community impact and sustainability. They engage in local givebacks, food donations, and composting, supporting causes that align with their values. With around 64 employees and reported revenue of $31.2 million, Fresh Kitchen is recognized for combining convenience, quality, and social responsibility in the healthy fast food sector.
ParetoHealth is a healthcare benefits solutions provider focused on midsize employers with 50 to 1,000 employees. The company aims to reduce healthcare cost volatility and improve financial outcomes through innovative self-insurance models. It has established itself as the largest health benefits captive in the U.S., managing over $6.6 billion in healthcare spending and serving more than 3,000 employers, which collectively cover over 1 million lives. The company offers a range of services, including its Risk Shield program, which provides a shared-risk model for predictable costs and stop-loss protection against large claims. Its Savings Engine utilizes data analytics and clinical expertise to manage medical costs and improve pharmacy solutions through the ParetoHealth Pharmacy Consortium. By pooling employers into a single risk pool, ParetoHealth enhances negotiating leverage and risk stabilization, allowing midsize businesses access to cost-saving tools typically available to larger corporations.
The Sims-Lohman advantage includes a broad product selection, faster turnaround and a ‘one-stop solution for countertops and cabinets. Sims-Lohman fabricates more than 30,000 granite and quartz countertops while providing the cabinetry for more than 50,000 kitchens annually. Sims-Lohman now has 28 sales showrooms, six regional distribution centers and six state-of-the-art granite and quartz countertop manufacturing plants across eight states.
Cameron Ashley Building Products is a prominent omni-channel distributor specializing in roofing, insulation, siding, gypsum, and other specialty building products. The company operates over 45 distribution centers across 26 states, providing more than 4.2 million square feet of storage space. Many of these centers are strategically located near major metropolitan areas, ensuring efficient product availability. The company serves over 5,000 customers in the lumber and building materials industry, including lumberyards, building materials suppliers, and contractors. Cameron Ashley combines distribution center operations with a direct-from-manufacturer approach to enhance supply chain management. This allows them to deliver a wide range of innovative products and services tailored to market needs. Cameron Ashley also fosters a supportive work environment, offering various employee benefits and development programs to prepare future leaders in the industry.