Bring clarity to your company’s finances.

Tim’s leadership has been nothing short of essential to our success. Taking the financial helm of a portfolio company amid a major restructuring, his insight and experience helped transform the business from a point of great uncertainty to profitability and growth.  Tasked with navigating large operational, customer, and employee complexities, along with multiple investor groups, he quickly uncovered and solved some of our most challenging problems in a high-pressure environment. Tim was the missing link we didn’t know we needed – greatly exceeding our expectations and expanding the definition of a strategic CFO. He will be our go-to partner in the future.

Tim came on board our company at a critical time; we were wrapping up two acquisitions and kicking off a second fundraising round, and he hit the ground running. He was instrumental in helping us clean up our books and accounting processes and helped give us visibility into the KPIs that mattered most. Additionally, he helped create the financial growth model which we used in our fundraise, and he helped us successfully navigate the departure of our controller and led the process to find her replacement. Tim is a very talented CFO and the consummate professional. I highly recommend him!

Tim has truly been a transformative force for our business. He is so much more than a finance partner, as he has also been an invaluable resource, mentor, and thought and strategic partner dedicated to our success. Tim stepped into extremely challenging and difficult times – post-acquisition with a high amount of change and volatility.

His keen attention to detail and experience has helped me navigate through complex business and financial decisions. In times of uncertainty, Tim provided steady guidance, with strategic financial planning that have positioned us for growth. Beyond the numbers, Tim has demonstrated an unwavering commitment to our success by aligning financial strategies with a unique team fit and overarching business goals. His personalized approach distinguishes Tim as a true and invaluble partner.

Engaging Tim is the best decision I’ve made stepping in as a new CEO.

After COVID, our restaurant, brewery, and event businesses were facing a lot of challenges, and I knew I needed better financial information to understand what was working, what wasn’t, and where we needed to make changes. Christie came in, took a close look at our accounting and financial processes, and helped us see where things could be improved. She gave us practical recommendations to make our reporting more useful, speed up processes, put better checks and balances in place, and reduce costs. She also helped us review our banking and tax service providers, which ended up saving us money and improving how things were being handled.

 

The biggest value Christie brought was helping us move from knowing we had problems to actually making the changes needed to fix them. She started by helping us look at different options for our accounting and finance needs, including whether it made sense to outsource. Having the costs, pros, and cons laid out clearly gave us confidence that we were making the right decision for our business.

 

Once we had a plan in place, she guided us through a significant change within our finance team.  She helped us find the right person for the role, develop a transition plan, manage the handoff of responsibilities, and make sure critical information was transferred properly. What could have been a very difficult and disruptive process ended up being far smoother because of her leadership and support. I would recommend Christie to any business owner who wants a trusted advisor to help bring order and clarity to their business.

Ray Szafranski has become an invaluable extension of our leadership team. He learned our business remarkably quickly and consistently provides timely, insightful financial analysis that helps us make better strategic decisions.

One of Ray’s most impactful contributions has been developing a comprehensive five-year financial model that gives us greater visibility and confidence in our long-term planning. He also provides meaningful insight into our budgets and forecasts, helping identify areas that require additional focus and enabling more informed decision-making.

Beyond his technical expertise, Ray has been an outstanding mentor to our finance team, helping team members grow professionally and prepare for the next stages of their careers. His deep knowledge of international business structures, tax strategy, and compliance has been especially valuable as we navigate complex cross-border considerations. He brings a practical, solutions-oriented approach that helps us remain compliant while thoughtfully minimizing tax exposure for both the company and its owners.

Ray combines exceptional financial expertise with a collaborative, people-focused approach, making him a trusted advisor and an integral part of our leadership team. I highly recommend him to any organization seeking a strategic financial partner who delivers both technical excellence and practical business insight.

I’ve worked with Jeff for over 20 years across multiple companies and industries, and he has consistently proven himself as a trusted, high-impact leader. At Walz Group, a California-based tech-enabled operational business that was recognized in the Inc. 500 list of fastest-growing private companies in the US for 3 consecutive years, Jeff played a pivotal role on the executive team.  He led both operations and finance through a period of rapid growth, restructured the business, strengthened its operational foundations and significantly improved its financial accounting and reporting processes.

We partnered again when he led operational and financial due diligence on data platform ventures, serving as fractional CFO for a SaaS company that grew from a Raleigh-based startup to operate in multiple countries on multiple continents, supporting it all the way through its successful acquisition a few years later by a Global Fortune 500 company.

Jeff melds operational excellence with deep financial expertise, and is known for his tremendous reliability, relentless work ethic, and exemplary ethical and business integrity making him an invaluable partner to any leadership team.

We engaged Robert when we needed deeper financial insight and experienced guidance to move our business forward. A fractional CFO proved to be exactly the right fit.

From the outset, Robert took the time to understand our business and quickly made an impact. His thoughtful, deliberate approach led to clear, actionable recommendations, and he became a trusted member of our leadership team, contributing well beyond the finance function. His experience and insight shone throughout the engagement.

Most importantly, Robert helped us uncover a significant hidden issue in our financial health and guided us toward a path forward—something we will always be grateful for. He also developed our first-ever budget, immediately improving decision-making and increasing visibility into potential risks. Bringing on our Rankin McKenzie partner was an absolute game-changer for us.

I have had the opportunity to work closely with Kim, and she has been outstanding in every respect. She has an exceptional command of financial data and a deep understanding of performance, budgeting, and operational efficiency. Kim consistently analyzes complex information, identifies opportunities, and implements strategies that directly improve profitability.

Through her work, she has played a key role in transforming my companies into more profitable, well-run operations. She is detail-oriented, dependable, and highly strategic, while also being collaborative and easy to work with across teams.

Kim is someone I trust with critical financial and operational matters. Her persistence, insight, and commitment have made her an invaluable partner, and she is now a top priority in my business. I would confidently recommend her to any organization seeking a knowledgeable, driven, and results-oriented professional.

When we first started working with Alex, we had just transitioned out of our fiscal sponsor and were establishing ourselves as an independent nonprofit. She guided us through building and refining our financial systems and processes, creating a foundation that continues to serve us as we’ve grown and our operations have become more complex. Working with her is truly a joy – she’s thoughtful, precise, and deeply committed to understanding the full context of every issue. Her expertise has brought our organization to a level of financial sophistication we could not have reached on our own, and she’s helped us navigate challenges with clarity and confidence. Thanks to her guidance, we had a clean audit in our first year, which speaks volumes about the quality of her work and her impact on our success.

Martin played a pivotal role in Phononic’s recent transformation. As a member of the executive team, he led improvements in financial reporting, cost management, and operational efficiency, supporting our transition in business model from one-time hardware sales to integrated cooling solutions with recurring revenue for AI datacenters. His strategic insight and financial leadership directly contributed to our company’s strengthened financial health, cash management, and profitability.