Our vision focuses on your business performance

From the day you open the doors to your business and every day after, you are faced with important and often arduous financial decisions. From managing routine business operations ― such as billing and collections, payroll and financial reporting ― to major, transformational changes like new CEO, mergers and acquisitions,  access to equity financing, restructuring and leadership transitions.

An outside perspective often helps organizations assess and address evolving business situations and marketplace dynamics. Clients rely on us to lead them to the new levels of success by identifying and implementing proven financial approaches. Our highly specialized team concentrates exclusively on your financial management methodology and processes. We provide financial leadership, support and strategies to entrepreneurial organizations, and we are laser focused on your business performance.


Our Mission

At CFO Advantage, we identify and implement new ways to add to our clients’ cash flow, improve business value, and create more time for them to focus on business success.

Our Core Values

Our business finance and accounting consultants serve as an extension to your internal staff and other key business partners.

  • Alignment ― our services are aligned inherently to your organizational mission and business objectives
  • Accountability ― evaluation criteria for our business engagements are directly linked to and measured by your business metrics
  • Transparency ― we believe in a “no-surprises approach,” establishing mutually agreed upon engagement parameters up-front and regularly reporting progress throughout the implementation process
  • Adaptability ― we do not provide cookie-cutter, one-size-fits-all solutions and our customized approach is designed to evolve with your business and the marketplace dynamics
  • Respect ― we value our business relationships and treat our business partners as we want to be treated, with unwavering respect, unquestionable ethics, and unyielding dependability