Quadrant Advisory

Get executive-level financial management with Quadrant's CFO Advisory services.

Our CFOs take a proactive approach to managing your finances, enabling you to make informed decisions that future-proof your business.

We operate at the intersection of
business strategy and finance.

In a rapidly changing business world, safeguarding your financial future is key to ongoing success. Our CFO Advisory services offer vital insights and expert guidance.


With experienced Quadrant CFO advisors, you'll confidently tackle complex financial challenges, optimize cash flow, identify growth opportunities, and implement effective strategies. They're your dependable guide for thriving in a dynamic market.

Core Pillars Of Our Fractional CFO Services

Our CFO pillars fall under five categories, but each engagement is custom-built based on your specific needs.

Strategic Planning

Services provided within our strategic planning pillar can range from construction of multi-year financial models, long-term revenue and EBITDA planning, business unit segregation and insights, organizational structure and executive hiring plans, and much more

Capital Allocation

Services provided within our capital allocation pillar can range from answering what's the optimal location and use of funds, tailoring the proper mix based on risk/return, introductions to world-class partners, initial and ongoing support on accounts, and much more.

Cash Flow Forecasting

Services provided within our cash flow forecasting pillar can range from reviewing your current process, determining relevant company needs, constructing longer term forecasts, ongoing reviews with company executives, and much more.

Capital Raises

Services provided within our capital raise pillar can range from identifying the capital needs of your company, understanding the long-term exit strategy, building investor pitch decks, serving as the key finance contact to investors, and much more.

Process Improvement

Services provided within our process improvement pillar can range from reviewing key current company processes, meeting with key team members of the company, automating all key processes as much as possible, designing Excel models, and much more.

You're In Good Company

Quadrant Advisory is trusted by over 100+ companies to help solve and optimize their
accounting, financial, and operational functions.

See more of our clients.

When Are Our CFOs Pulled In?

Our CFO team's work goes well beyond the below. If you're facing a unique problem, get in touch with us to see if we're a good fit.

Strategic Planning

Services provided within our strategic planning pillar can range from construction of multi-year financial models, long-term revenue and EBITDA planning, business unit segregation and insights, organizational structure and executive hiring plans, and much more

You Need Pricing or Profitability Modeling

"We have secured funding and have a product built...now we need to determine the optimal go-to-market strategy, pricing structure, and method to monetize.

You're Preparing To Scale Or Exit

"We have been in business for 7-10 years and have been steadily growing...we really need to enhance our overall finance function to scale and/or prepare for an exit."

You Want To Upskill The Team

"We have a current CFO that we really like and we'd like an advisor to this individual to raise their capabilities and understanding."

Quadrant's CFO Advisory Team

Meet our team of experienced CFO advisors

James Shore - CFO Advisor



My Bio


James is a CFO Advisor with fifteen years of executive-level experience in Big 4 Public Accounting, M&A advisory, capital raise consulting, and overall operational/financial process improvement.  

James has served as CFO and Chief Strategy Officer of multinational, public companies, private-equity backed businesses, and family office ventures.  

James has worked with world-class companies such as EY, The Home Depot, Jones Lange LaSalle, as well as many other highly successful privately-held businesses.  The breadth and diversity of his background allow James to bring fresh perspectives and thought leadership to clients across all industries and concentrations.

James has completed fractional CFO assignments for companies in media, technology, consulting, real estate, construction, and distribution.


James has earned multiple degrees with honors in higher finance/accounting, including an MBA from the University of Illinois, a Masters in Accountancy from Auburn University, and a BSBA with a major in accountancy from Auburn University.  Additionally, James is a licensed CPA in the states of Alabama and Georgia.

Reed Walker - CFO Advisor



My Bio


Reed Walker is a CFO advisor with a specialty in Tech and the highly regulated Aerospace & Defense industries. He is the CFO Advisor for GrowMars, a deep tech company that converts in-situ resources on planetary bodies to building materials using a proprietary distillation process.

He is also the CFO Advisor for Qualia Investments and manages their investor reporting. He is the Co-Founder and Executive Chairman of Cotton & Reed, a top 5 American Craft Rum distillery and manufacturer based in Washington, DC.

Formerly, Reed managed the Price-to-Win and Capture Support business segment for Avascent, a global Aerospace and Defense consulting firm. Reed holds a Six Sigma Black Belt and has a degree in Electrical Engineering and Managerial Analytics from Northwestern University and Kellogg respectively.

Edward Rossotti - CFO Advisor



My Bio


Edward is a CFO Advisor with over twenty years of capital raising, structured senior lending, and business planning and analysis experience.

Edward was appointed in 2010 to serve as a Senior Investment Officer with the United States Department of Energy Loan Programs Office, where he led investment teams evaluating and structuring loans to finance carbon-reducing projects in the automobile industry.

Previously, he was a Director with Susquehanna International Group (SIG), where he raised capital for public and private companies and advised on mergers and acquisitions.

Earlier in his career, Edward managed Business Planning and Analysis for the business process outsourcing division of MCI Communications, Inc.

Edward has completed fractional CFO assignments for companies in the technology, energy, publishing, and business services sectors.


Edward graduated from The University of Pennsylvania with a B.A. in Economics in 1994.  While there, he was on the Dean’s List and the Varsity Lightweight Crew Team. In 2000, Edward received an M.B.A with honors from Georgetown University’s McDonough School of Business, where he concentrated in Finance.

ChrisMatey-900x675 (1)



My Bio


Chris is a CFO Advisor with over 20 years of experience in sales, marketing, finance, and business development.

His specialty is helping entrepreneurs and companies raise money. In this capacity, he helps equip entrepreneurs with analytically-sound pitch decks, financial models, and business plans, helping them tell a compelling story to get the funding they need. C

Chris leverages his MBA, JD, and diverse experience to bring unique ideas to the table and is very effective at helping entrepreneurs get to the next level.

The Outsourced CFO Firm Of The Future Looks Like Quadrant

If you're faced with any of the three headwinds below, it's time for a conversation.

You're Time Constrained

You need someone to help 'run harder' at accounting and financial initiatives.

You're Budget Conscious

You want access to a full-time team at a fraction of the cost of one full-time senior finance leader.

You Want Experience

You want seasoned professionals focused on your accounting and financial goals.

Book A FREE Consultation

A great partnership is around the corner! Complete the form below for a free consultation. We'll determine fit and provide immediate consultative insights, helping you envision the value we will add.

Get A Free Consultation

Learn more about how Quadrant Advisory CFO Services can improve your business finances.

5 Different Types of Best CFO services Washington DC

Hiring a CFO is a great business strategy for early stage startups. Below are the types of CFO services a business of any size could get.

Short and long term forecasting

One of the most powerful tools a company may have is a financial projection. It's a precise financial and operational plan that shows you how to get from where you are now to where you want to be. A financial projection needs research, planning, and execution. It necessitates a strategic awareness of your company's existing and future capabilities, financial algorithms, trends mastery, and in-depth analysis of your industry's competitive landscape.


Budgeting and planning

A forecast is usually a prediction of costs and operations for the next 5 or 10 years. On the other hand, a budget is a detailed plan of how your finances will look in the future. Even though this is a shorter time frame than the strategic forecast, an organization needs a budget to run its day-to-day business. This budget helps the organization decide how to spend its money throughout the year and stay on track to achieve its goals. CFO uses a forecast as a rolling budget to ensure that your company's financial performance is in line with its goals and road map.

Analysis of Cash Flow and Restructuring

Cash flow is a major concern for organizations. Solving cash flow difficulties demands to understand what you're spending and where and determining which expenses are critical for your organization's growth and which may be cut. Outsourced CFOs analyze your finances to boost your bottom line.

Future Focused Finance

A CFO’s efforts are primarily set on creating a future-focused business strategy that sets the company on a path for financial success. While you focus on running day-to-day business, our experts will ensure your long-term financial goals are managed through the following services and more:

Best CFO Services

Expert Financial Strategy

Having a financial strategy in place for your business involves more than ensuring your company is in a good and stable place right now. It’s about setting yourself up for success in the future by making wise financial decisions that ensure growth and increased revenue.

With CFO advisory and financial strategy services from Quadrant Advisory, our consultants can assist with the following:

CFO services for Venture Capital

A certain level of investment is required for start-up enterprises with the potential to expand. Venture capital is the term for this type of funding. An outsourced CFO service can assist you in determining what capital structure is best for your company.

Cost cutting

Cost cutting is a strategy used by businesses to cut costs and increase profits. CFOs have a lot of experience working with various organizations in your industry, so they'll have a lot of benchmarks to compare your prices against.

Best CFO Services for Your Business Needs

CFO Services

What to Consider When Choosing the Best CFO Services

Below are the factors you need to consider before getting a CFO service a business strategy for startups in Washington DC

1. The need for a full-time CFO or a part-time CFO.

Traditionally, a corporation would not hire a CFO until its yearly revenue reached $50 million. At least not internally. If you intend to employ someone internally, a controller is typically the first position to be filled if your annual sales are between $1 million and $10 million.

2. The essential financial services you need.

Whether your revenue is rapidly increasing or declining, a CFO service can help you manage your finances. Among its financial services are financial planning and analysis, financial reporting, and investment and capital allocation strategies. They can also provide financial strategies such as recapitalization, capital raising, mergers and acquisitions, valuations, and investor relations. 

3. The businesses the CFO supports.

Outsourced CFO firms offer different services to different types of businesses. In addition, CFO firms usually focus on helping businesses of a specific size. So, you'll need to make sure that the CFO firm you choose works with companies in your industry that are the same size as yours.

4. The price of the service and logistics. 

Price shouldn't stop you from hiring an outsourced CFO if you think about how much value you'll add to your business. However, price is still important to think about, especially if you're trying to save money. In the end, you should think about what you'll get for the money you'll spend.

If on-site isn't required and a company is fine with a remote CFO, their technology talents and capacity to work autonomously are essential factors to consider.

5. The CFO’s experience.

The outsourced CFO should have the necessary experience to steer the company's accounting and financial decisions, and will they do it with a strategic, forward-thinking mindset. While industry knowledge is vital, having the appropriate experience is also necessary if a company is pursuing a merger or acquisition or raising capital funding. The CFO's expertise must be focused on the company's future goals, not only on what has transpired previously.

If you’re concerned about a particular aspect of your company’s financial well-being, Quadrant Advisory will be there to offer up surefire solutions.

We provide CFO services for small businesses. Contact us to discover more about how our interim CFO services can be utilized in place of hiring full-time Chief Financial Officers.


If you have questions about our CFO Services , contact us now

What is a CFO?

A Chief Financial Officer (CFO) is the executive who is responsible for the financial management and reporting of a company. They are in charge of the company’s budget and report to the board of directors.


CFOs are responsible for managing their company's financial resources in order to maximize value. They also have to make sure that they have an accurate understanding of what risks their company faces and how those risks might affect the organization's performance.

Choose Quadrant Advisory for the Best CFO Services

Finding the best CFO services should not be difficult and expensive. A business strategy firm like Quadrant Advisory empowers founders, owners, managers, investors, and boards for business growth. It has cross-functional experience in a variety of industries and a successful track record in large corporations, startups, non-profits, and other organizations. Quadrant’s expertise, skills, and capacities make them a great partner in the operation and growth of your business. Get your free consultation for CFO services now!

Hiring a full-time CFO might be prohibitively expensive. Fortunately, organizations can hire a part-time CFO to get quality services without going over budget.