CFO Services
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.
Trusted by 100+ companies across the U.S.
- Receive Expert Financial Guidance
- Unlock Sustainable Business Growth
- Optimize Financial Decision-Making
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.
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.
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, CPA
CFO ADVISOR
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.
Education:
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
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.
UMA DEEPAK
CFO ADVISOR
Bio:
Uma is a CFO Advisor based out of Redmond WA, advising startups on how to drive cash flow optimization, improve profitability and develop effective KPIs that result in sustainable growth and profitability.
Uma is a Finance leader with nearly two decades of experience in scaling high-growth businesses and influencing strategic decision making at companies like Amazon (AWS), Microsoft, Philips, and Morgan Stanley. In her most recent role as a finance leader at Amazon Web Services (AWS), she spent 5 years in leadership roles within FP&A and Deals Desk Finance, where she owned financial controllership for multi-billion-dollar private pricing contracts and led AWS-wide financial planning processes.
Uma brings strategic insights on how a business can scale effectively because she has owned financial controllership for multi-billion-dollar contracts, led new product launches as a Finance Partner, improved product margins through FP&A and streamlined operations using KPIs and business metrics. She has extensive experience building and leading teams as an Amazon Bar Raiser, partnering with Business teams to scale growing businesses and drive focus on key financial metrics using a data-driven approach. She can easily switch gears from leading teams to rolling up her sleeves and accomplishing complex goals, with her advanced financial modeling skills and data visualization tools.
Uma is a Chartered Accountant (CPA equivalent) from the Institute of Chartered Accountants of India and a Commerce graduate from the University of Mumbai where she obtained her Bachelors degree with a focus in Accounting and Finance.
CHRIS MATEY
CFO ADVISOR
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.
JEANIE OLSON
CFO ADVISOR
Bio:
Jeanie Olson is a highly accomplished Certified Public Accountant and senior financial executive with over three decades of experience in transforming complex financial data into strategic insights that drive business growth and operational efficiency. As a seasoned Chief Financial Officer, Jeanie has demonstrated an exceptional ability to lead financial operations, develop strategic plans, and mentor finance teams in diverse industries. She has extensive experience working with healthcare, insurance, nonprofits, and educational institutions (both nonprofit and for-profit), highlighting her versatile and comprehensive financial acumen.
Jeanie graduated from Penn State University with a B.S. in Professional Accountancy, with Distinction. Her career is marked by her expertise in financial planning and analysis, budgeting, cash flow management, and compliance. She has a proven track record of improving department operations, maximizing profits, and implementing robust financial controls. Her strategic leadership and decision-making skills have been instrumental in guiding organizations through complex financial landscapes, ensuring regulatory compliance, and fostering long-term financial sustainability. Additionally, Jeanie has a strong focus on developing key performance indicators (KPIs) and driving strategic growth initiatives, enabling organizations to measure success and identify opportunities for improvement.
Jeanie currently resides in Pennsylvania. In her personal time, she enjoys spending time with her family, biking, hiking, and traveling both domestically and internationally. These activities reflect her adventurous spirit and dedication to maintaining a healthy and active lifestyle, providing her with fresh perspectives and renewed energy that she brings to her professional endeavors.
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:
- Detailed Financial Planning & Analysis
- Detailed Financial Reporting
- Detailed Investment and Capital Allocation Strategies
- Liaison to stakeholders including bankers, investors, etc.
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:
- Recapitalization
- Capital Raise
- Mergers & Acquisitions
- Valuations
- Investor Relations
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!