Business Details
9 Years
experience
Your Trusted Financial Advisory Partner
At CFO Share, we believe that small businesses deserve more than just accounting servicesthey deserve strategic financial partnerships. Our consultative approach combines deep industry expertise with tailored solutions to help businesses navigate complex financial landscapes. Founded on principles of excellence, teamwork, and transparency, we prioritize building long-term relationships over quick fixes. Our team of certified professionals delivers actionable insights through methodologies like Agile Project Management and a comprehensive 160-point Controls Study.We specialize in serving manufacturing, professional services, and tech industries, offering scalable systems that grow with your business. With a proven track record of supporting over 300 small businesses since 2017, we focus on empowering clients with clarity and confidence in their financial decisions. Our commitment to 24-hour responsiveness and radical transparency ensures you receive reliable, ethical service that aligns with your unique goals.
Services
CFO Support Services
Agile Project Management
160-Point Controls Study
Team of Specialists
Tailored Financial Solutions
Details
- Year established: 2017
Highlights and features
- We offer 24-hour responsiveness for timely financial support
- Our team-based approach provides multiple specialists at a fraction of in-house costs
- We implement Agile Project Management for adaptable financial solutions
- Our 160-point Controls Study identifies critical process improvements
- We guarantee radical transparency with honest assessments of successes and mistakes
What people say
Scalable system in place
Saving me a bunch of time
Easy and fun to work with
Indisputable competitive edge
Meticulously reviewing all numbers
Services
CFO Support Services
Our CFO Support Services provide flexible financial leadership for small businesses. By handling complex financial tasks and strategic planning, we enable business owners to focus on core operations. Our approach combines industry expertise with customized solutions to improve financial decision-making and drive sustainable growth.
Agile Project Management
We apply Agile Project Management principles to financial services, ensuring our solutions evolve with your business needs. This iterative approach allows for continuous improvement and rapid adaptation to changing market conditions, delivering measurable results through regular feedback cycles and transparent progress tracking.
160-Point Controls Study
Our comprehensive 160-point Controls Study identifies financial process inefficiencies and risks. By systematically evaluating your accounting systems, we uncover opportunities for improvement while ensuring regulatory compliance. This detailed analysis forms the foundation for optimized financial operations and stronger internal controls.
Team of Specialists
Clients receive a dedicated team of financial professionals including controllers, accountants, and CFOs. This multidisciplinary approach ensures access to diverse expertise without the cost of hiring multiple specialists. Our collaborative model delivers comprehensive financial support tailored to each client's unique requirements.
Tailored Financial Solutions
We develop customized financial solutions aligned with specific business goals. Our consultative approach begins with understanding your unique challenges and opportunities, creating personalized strategies that drive measurable improvements in financial performance and operational efficiency.
People
Aaron Edwards
Fractional Controller
Experienced financial leader with expertise in guiding small businesses through growth phases using strategic financial management and process optimization techniques.
Victoria Yowler
Fractional Controller
Seasoned controller specializing in implementing scalable financial systems for growing businesses while maintaining strict compliance and operational efficiency standards.
LJ Suzuki
President
Visionary leader driving CFO Share's strategic direction with a focus on innovative financial solutions and client-centric service delivery across multiple industries.
Matt Draymore
Fractional CFO
Strategic financial advisor helping businesses optimize their financial operations through data-driven insights and customized growth strategies tailored to specific market conditions.
Jake Fleming
VP Client Services
Client-focused executive ensuring seamless service delivery and maintaining strong client relationships through transparent communication and tailored financial support solutions.
Questions
What industries does CFO Share specialize in?
We specialize in serving manufacturing, professional services, and tech industries while supporting businesses across various sectors with tailored financial solutions.
How does CFO Share's team approach work?
You receive a dedicated team of financial specialists including controllers, accountants, and CFOs who collaborate to provide comprehensive support tailored to your specific needs.
What is the 160-point Controls Study?
Our systematic evaluation identifies financial process inefficiencies and risks through 160 specific control points, forming the foundation for optimized operations and compliance.
How quickly can we expect responses from your team?
We guarantee responses to calls and emails within one business day as part of our commitment to timely, responsive financial support.
Do you work with businesses outside North America?
While our team operates in North America, we serve clients globally through our flexible, remote-first financial advisory model.
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