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Maximize Revenue and Profit with a Tech-Forward Fractional CFO Team

 

Rapid Results

We partner with entrepreneurial CEOs to increase revenue, expand margins, and create enterprise value. We deliver fast time-to-value by leveraging agile methodologies and decades of combined experience. Our approach prioritizes solving key pain points, enhancing visibility, and focusing on what matters most to achieve strategic objectives.

Next-Gen Tech

Our firm leverages a next-gen tech stack to provide enhanced performance visibility and real-time insights for all stakeholders, including boards, executive leadership teams, management, employees, and external partners. These insights equip CEOs and their teams to make better business decisions.

Industry Expertise

Software as a Service (SaaS), LegalTech, BrandTech, EdTech, StrategyTech, FinTech, Data Centers, Commercial Real Estate, Telecom, Financial Services, Media and Film Production, Law Firms, Managed Services Providers (MSPs), Product Manufacturing, Travel & Hospitality,  Consulting Firms, Home Services, Advertising Agencies, and more.

Our Team

A senior team with extensive expertise in finance and accounting.

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Ryan Anderson, MBA

Founder & Fractional CFO

Ryan, a seasoned C-suite executive, served as a full-time CFO five times before founding Capstone CFO. With over 20 years of experience in operations, finance, and accounting, Ryan has worked across 15 different industries. He holds an MBA from Georgia Tech and a BBA from Oglethorpe University.

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Cheryl Frank, CPA

Director of Client Accounting Services

Cheryl leads the accounting division with over 13 years of expertise in financial operations, specializing in hedge funds, private equity, and mutual funds. Cheryl holds a BS in Accounting from the University of Southern California, where she developed a strong foundation in financial principles and practices.

 
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Andrew Caldwell

Vice President of Financial Planning & Analysis

Andrew is an accomplished finance executive with 15+ years of experience across multiple industries. He specializes in developing and executing profitable growth initiatives to help SMBs achieve transformational scale and enterprise value. Andrew earned his BS in Economics from Arizona State University.

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Leesa Williams

Senior Bookkeeper

Leesa brings over 20 years of accounting expertise across various industries, including media, manufacturing, healthcare, automotive, retail, and real estate. Leesa is certified in QuickBooks and she earned her BS in Accounting from the University of Kentucky, where she developed a solid foundation in accounting principles and practices.

Our Extended Network

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Josh Hyde

Private Equity Professional

With ten years of expertise in investment banking and private equity, Josh specializes in mergers and acquisitions and capital raising. He has successfully closed transactions totaling more than $10 billion. Josh holds a Bachelor of Science degree from the University of Missouri.

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Allyson Berkley, MBA

Senior Accountant

Alyson brings over 20 years of accounting experience across diverse sectors, including law firms, advertising agencies, and manufacturing. She is QuickBooks certified and holds an MBA from Pepperdine University, as well as a BBA from the University of Arizona.

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Edward Horgan

Senior Analyst

Edward has twelve years of experience in finance, with expertise in family offices, commercial real estate, private equity, venture capital, and manufacturing. He holds a Bachelor of Science degree from Harvard University.

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Emilee Weaver, CPA

Fractional CFO

Emilee brings twenty years of financial expertise spanning film production, advertising agencies, hospitality, and retail sectors. She is a 3x CFO, holds a BA from Flagler College, an MPA from Georgia State University, and is a certified CPA.

What We Offer

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Strategic CFO Advisory Services to Propel Your Business Forward

Capstone CFO offers expert strategic CFO advisory services tailored to align with your business goals and drive growth. Our seasoned professionals collaborate closely with your team to develop customized financial strategies that optimize resources and maximize profitability.

By leveraging our deep industry knowledge and advanced data analytics, we help you navigate complex financial landscapes and make informed decisions. Whether you’re planning an expansion, managing risks, or streamlining operations, our advisory services provide the insights and guidance you need to succeed.

Our proactive approach ensures that your financial strategies are always in sync with market trends and organizational objectives, empowering you to stay ahead in a dynamic business environment.

Enhanced Visibility with Advanced Financial Reporting

At Capstone CFO, we provide comprehensive and precise financial reporting services designed to support your decision-making and strategic planning. Leveraging cutting-edge technology and industry best practices, we deliver detailed reports that offer a clear and accurate picture of your financial health.

Our focus goes beyond mere numbers. We generate actionable insights to help you identify trends, uncover opportunities, and mitigate potential risks. Our user-friendly reports make it easy to track performance against key metrics and adjust your strategies as needed.

With a commitment to transparency and precision, we ensure you have the critical information required to drive your business forward confidently.

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Streamline Your Financial Operations with High-Impact Accounting Services

Capstone CFO offers a cost-effective solution for managing your financial operations without the overhead of an in-house team. Our experts handle everything from bookkeeping and payroll to tax preparation and compliance, allowing you to focus on your core business activities.

We tailor our services to fit your unique needs, ensuring you receive the right level of support and expertise. By integrating innovative technology into our processes, we provide efficient, accurate, and timely accounting management.

Partnering with us for your accounting needs means gaining access to a wealth of knowledge and experience, all while reducing costs and enhancing productivity.

Expert Support for Transactions and Special Corporate Projects

We understand that your business may occasionally require project-based assistance to navigate transformational events such as raising capital, selling a business,  and other mission-critcal corporate projects.

Our transaction services and special projects team is here to provide the finance and accounting support you need to ensure a successful outcome.

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CFO Plans                                               Core     Pro    Enterprise
Tailored Onboarding Process to Your Business & Industry                              🔵                        🔵                                  🔵
Includes comprehensive reporting mapping to live QuickBooks Online Data
CFO Financial & Management Reporting with Key Insights                            🔵                        🔵                                  🔵
24-7 Live Access to Historical and Forecasted Profit & Loss, Balance Sheet,                                                                                                                                       Statement of Cash Flows, Working Capital, Financial Snapshot, and many more
Annual Budget Development by Key Revenue and Cost Centers                 🔵                        🔵                                  🔵
Base, Upside, and Downside Budgets by Key Revenue and Cost Centers
Weekly Review and Updates to 13-Week Cash Flow Forecast                      🔵                        🔵                                  🔵
Review and discuss key inflows and outflows, Discuss key working capital decisions
Annual Go-To-Market Strategy Development & Execution Plan                                                 🔵                                  🔵
Mission,-Vision-Purpose, Buyer Personas, Ideal Customer Profile, Pricing                                                                                                                                             Strategies, Unique Selling  Proposition, SWOT Analysis, Market Position Exercises,                                                                                                                    Organizational Design, and much more
Exit Planning / M&A / Capital Raising / Financing / Investor Relations
Comprehensive CFO support through all types of transactions

CFO Plans

  • Tailored Onboarding Process to Your Business & Industry

    Includes comprehensive reporting mapping to live QuickBooks Online Data

  • CFO Financial & Management Reporting with Key Insights

    24-7 Live Access to Historical and Forecasted Profit & Loss, Balance Sheet, Statement of Cash Flow, Working Capital, Financial Snapshot, and more

  • Annual Budget Development by Key Revenue and Cost Centers

    Base, Upside, and Downside Budgets by Key Revenue and Cost Centers

  • Weekly Review and Updates to 13-Week Cash Flow Forecast

    Review and Discuss Key Inflows and Outflows, Discuss Key Working Capital Decisions

  • Annual Go-To-Market Strategy Development & Execution Plan

    Mission, -Vision, -Purpose, Buyer Personas, Ideal Customer Profile, Pricing Strategies, Unique Selling Proposition, SWOT Analysis, Market Position Exercises, Organizational Design, and more.

  • Exit Planning/ M&A / Capital Raising / Financing / Investor Relations

    Comprehensive CFO Support Through All Types of Transactions

  • Advances CFO Management

    Executive Compensation Plans, Phantom Stock Option Plans, Sals Commission Plans, Equity Planning, Cap Table Management and Modeling, Tech-Stack Evaluations

  • Weekly CEO/CFO Same Page Meeting

    Review Interim Progress to Monthly and Quarterly Goals, Review Financials, Discuss Action Items

  • Monthly CEO/CFO Finance Meeting

    Review Financial Results from Prior Period, Quarter, Trailing 3-Month, Trailing 12-Month, and 12-Month Outlook

  • Quarterly CEO/CFO or Leadership Team Growth Planning Executive Session

    All-Day Quarterly Planning to Set Key Objectives to Achieve Annual Plan

  • Priority, On-Demand CFO & VP of Finance Access

    Daily CFO Expertise and Insights to Drive Key Business Decision Making

Core

Pro

Enterprise

Plans and Pricing

Expert Financial Guidance Without the Full-Time Cost

 

CFO Plans

CFO Plans

Accountant Plans

Accountant Plans

Special Projects

Special Projects

Contact Us

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