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 an ever-evolving business landscape, securing your financial future is crucial for sustained success. That's why it's essential to stay ahead of the curve and tap into the invaluable insights provided through our CFO Advisory services.


With the expertise of experienced Quadrant CFO advisors, you gain access to a wealth of knowledge and strategic guidance that empowers you to navigate complex financial challenges with confidence.


From optimizing cash flow management to identifying growth opportunities and implementing sound financial strategies, our CFO Advisors act as a reliable compass, ensuring your business thrives amidst changing market dynamics.


Embrace the power of our CFO team today and secure a brighter, more prosperous financial future for your organization.

Core Pillars of CFO Advisory

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.

You've Reached An Inflection Point

"We are reaching an inflection point and need to determine how to fund future growth."

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.

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.

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 Quadrant Way

Our 4 tiered framework provides your business the structure that it needs for financial growth.


Protect Assets & Manage Liabilities


Increase Efficiency & Analysis Reporting


Business Improvement & Growth Drivers


Financial Alignment & Growth Planning

The Outsourced Accounting and Financial Partner 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

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

You Want

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

You Ask. We Answer.

We'll always shoot you straight.

Quadrant Advisory serves a wide variety of industries, but the majority of our clients fall into the following sectors: technology, software, professional services, digital marketing, and non-profit. This industry mix is ideal for Quadrant Advisory professionals to leverage specialized sector expertise while also being able to offer cross-industry insights that our clients normally would not have access to and always find very helpful.

Quadrant Advisory services are normally bundled into applicable packages based on the life-stage and needs of your business. Some of these specific services include, but are not limited to the following: bookkeeping, accounting management (AR/AP/Payroll), budgeting, forecasting, cash flow projections and analysis, financial reporting and analysis, GAAP compliance, corporate governance, treasury management, capital raises, recapitalization, investor relations, and overall business strategic advice.

We are extremely passionate about our work and view it as our mission to drive success with every person and company we work with through a concierge-style, value-driven approach. Our team is invigorated by the passion, dedication, resourcefulness, intellect, and drive of the many startups, growth-stage, and small businesses we are fortunate to work with and we love contributing our expertise to help our clients achieve success at the next level. We accomplish this through a personalized, white-gloved approach that continuously supplies clients with process improvements and valuable insights and are fully committed to being proactive and going the extra-mile in our support. Our company is driven by entrepreneurs for entrepreneurs, and your challenges fuel our fire to help you and your business maximize your potential every day.

Yes. Quadrant Advisory prides itself on being a “ready-bench” of professionals and cross-functional experts that our clients can pull from at any time. This provides our clients with the exact flexibility they need and from a trusted partner that fully understands their business and can help advise them on the best outsourced team composition along the way.

Quadrant Advisory provides different bundles of service based on the life-stage and needs of your business all at a fixed monthly fee. When desired, we also perform more custom work and clean-up projects on an hourly-basis. One of the most compelling aspects of our service is that it costs significantly less than a salary for a full-time employee, without being burdened by the additional payroll and benefit expenses. Furthermore, you will get valuable time back without having to worry about hiring, training, and management responsibilities! Many of our clients are extremely satisfied with the fact that they get a higher quantity and quality of service at a much more competitive price point.

No, just the opposite. By leveraging the powerful capabilities of our tech platforms, as well as the synchronization that exists between them, we are able to deliver the crucial financial insights that our business leaders need to make timely and impactful decisions without getting bogged down in the raw data. With the added personal touch of our experts, we understand your needs and timelines, and will establish a routine battle rhythm to get you the insights you need when you want them.

Let's Connect

Every great partnership starts with a conversation. We're happy to connect on a 30-minute introduction call, feel free to fill out the form below and share how we can help, and a Quadrant team member will be in touch as soon as possible to schedule a call.

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.