--- title: Fractional CFO, Accounting & Transaction Services | Capstone CFO description: "Boutique fractional CFO and accounting firm for growth-stage and PE/VC-backed companies nationwide: strategy, reporting, 13-week cash flow and M&A support." image: https://capstonecfo.com/hubfs/capstone-2026/capstone-cfo-share.png --- [Skip to content](https://capstonecfo.com#main-content) [![Capstone CFO](https://capstonecfo.com/hs-fs/hubfs/capstone-2026/capstone-logo-light.png?width=79&height=46&name=capstone-logo-light.png)](https://capstonecfo.com/) - What We Do ###### How We Engage - [Fractional CFO](https://capstonecfo.com/cfo-plans) - [CFO & Accounting](https://capstonecfo.com/cfo-and-accounting-plans) - [Special Projects & Transactions](https://capstonecfo.com/special-projects) ###### Problems We Solve - [Cash Flow Problems](https://capstonecfo.com/solutions/cash-flow-problems) - [Late or Inaccurate Financials](https://capstonecfo.com/solutions/late-or-inaccurate-financials) - [Forecasting & Planning](https://capstonecfo.com/solutions/financial-forecasting-and-planning) - [KPIs & Board Reporting](https://capstonecfo.com/solutions/kpis-and-board-reporting) - [Fundraising Readiness](https://capstonecfo.com/solutions/fundraising-readiness) - [Exit & M&A Readiness](https://capstonecfo.com/solutions/exit-and-m-and-a-readiness) - Who We Serve ###### Ownership [**PE & VC-Backed Companies**Board and investor reporting, 13-week cash flow and exit readiness](https://capstonecfo.com/#who-we-serve) [**Independent & Founder-Led Companies**Owner-level visibility, cash control and growth planning](https://capstonecfo.com/#who-we-serve) ###### Technology & Digital - [SaaS & Software](https://capstonecfo.com/saas-and-software-companies) - [E-Commerce & Digital Retail](https://capstonecfo.com/e-commerce-and-digital-retail) ###### Services - [Professional Services](https://capstonecfo.com/professional-services) - [Advertising & Marketing Agencies](https://capstonecfo.com/advertising-agencies) - [Healthcare Practices](https://capstonecfo.com/healthcare-services) - [Home & Field Services](https://capstonecfo.com/home-services-and-field-services) ###### Operations & Real Assets - [Manufacturing & Distribution](https://capstonecfo.com/manufacturing-and-distribution) - [Franchise Operations](https://capstonecfo.com/franchise-operations) - [Real Estate](https://capstonecfo.com/real-estate) - [Insights](https://capstonecfo.com/blog) - [About](https://capstonecfo.com/#team) [Book a Call](https://capstonecfo.com/meeting) # Maximize Revenue & Profit with a Tech-forward Fractional CFO Team Senior CFO judgment for growth-stage companies, backed by an automation-first finance stack. You get board-ready numbers, a sharper plan and more time to run the business. [Book a Call](https://capstonecfo.com/meeting)[Explore CFO Plans](https://capstonecfo.com/cfo-plans) Who We Are ## Executive finance leadership, on your terms Capstone CFO is a boutique fractional CFO and accounting firm based in Scottsdale, Arizona, serving companies nationwide. Since our founding in 2022, we have grown entirely through referrals from clients who trust us with their numbers, their strategy and their biggest decisions. We pair executive-level judgment with smart automation, so leaders can stay focused on growth. ### Our Core Values ### Built on Trust Consistent, discreet and accountable. We do what we say, on the timeline we promise. ### Operator Mindset We think like owners, not outside advisors, and tie every number to real decisions and results. ### Constant Improvement There is always a better way to run finance. We find it, build it and keep refining it. The Challenge ## The Problems We Solve Six signs you have outgrown your finance function. ### CFO judgment without full-time expense - [You need executive-level financial judgment to drive better results](https://capstonecfo.com/blog/cfo-judgment-without-full-time-cfo-founders-guide) - [A full-time CFO isn’t in the budget, or the capital is better deployed elsewhere](https://capstonecfo.com/blog/cfo-judgment-without-full-time-cfo-founders-guide) - [You need guidance that goes well beyond day-to-day bookkeeping](https://capstonecfo.com/blog/cfo-judgment-without-full-time-cfo-founders-guide) [Read the guide](https://capstonecfo.com/blog/cfo-judgment-without-full-time-cfo-founders-guide) ### Growth decisions that require both data and wisdom - [Managing cash flow through rapid growth](https://capstonecfo.com/solutions/cash-flow-problems) - [Scaling finance operations without adding overhead](https://capstonecfo.com/blog/scaling-smart-growth-decisions-data-and-judgment) - [Optimizing pricing strategy and unit economics](https://capstonecfo.com/blog/scaling-smart-growth-decisions-data-and-judgment) [Read the guide](https://capstonecfo.com/blog/scaling-smart-growth-decisions-data-and-judgment) ### Lack of timely financial visibility - [Reports that describe the past but don’t guide decisions](https://capstonecfo.com/blog/from-numbers-to-decisions-actionable-financial-insights) - [Late or inaccurate financial statements](https://capstonecfo.com/solutions/late-or-inaccurate-financials) - [Missing KPIs and performance metrics](https://capstonecfo.com/solutions/kpis-and-board-reporting) - [Board and investor reporting that falls short](https://capstonecfo.com/solutions/kpis-and-board-reporting) [Read the guide](https://capstonecfo.com/blog/from-numbers-to-decisions-actionable-financial-insights) ### Strategic planning and execution gaps - [No reliable financial forecast](https://capstonecfo.com/solutions/financial-forecasting-and-planning) - [No clear path to profitability](https://capstonecfo.com/blog/clear-path-to-profitability-connect-strategy-to-financial-plan) - [Limited scenario planning](https://capstonecfo.com/solutions/financial-forecasting-and-planning) - [A strategy that isn’t connected to the financials](https://capstonecfo.com/blog/clear-path-to-profitability-connect-strategy-to-financial-plan) [Read the guide](https://capstonecfo.com/blog/clear-path-to-profitability-connect-strategy-to-financial-plan) ### Infrastructure weaknesses - [Systems, processes and controls that can’t keep up](https://capstonecfo.com/blog/finance-infrastructure-systems-controls-sops-growing-companies) - [No documented financial SOPs](https://capstonecfo.com/blog/finance-infrastructure-systems-controls-sops-growing-companies) - [Inefficient accounting operations](https://capstonecfo.com/blog/finance-infrastructure-systems-controls-sops-growing-companies) [Read the guide](https://capstonecfo.com/blog/finance-infrastructure-systems-controls-sops-growing-companies) ### Capital event preparation - [Getting ready to raise capital](https://capstonecfo.com/solutions/fundraising-readiness) - [Preparing for M&A or an exit](https://capstonecfo.com/solutions/exit-and-m-and-a-readiness) - [Due diligence and quality of earnings support](https://capstonecfo.com/solutions/exit-and-m-and-a-readiness) - [Increasing valuation before a capital event](https://capstonecfo.com/blog/valuation-enhancement-increase-company-value-before-raise-or-exit) [Read the guide](https://capstonecfo.com/blog/valuation-enhancement-increase-company-value-before-raise-or-exit) What We Do ## Three solutions, one integrated finance team 01 ### Fractional CFO Strategy, reporting and capital, led by a seasoned CFO - A strategic partner to the CEO and founder - Enterprise value at the center of every plan - Stronger people, process and technology - Banking, board and investor relations [CFO Plans](https://capstonecfo.com/cfo-plans) 02 ### Accounting & Close Clean, timely books you can act on - Bookkeeping through a full-cycle accounting department - Month-end close in 1 to 3 business days - Stronger internal controls [CFO & Accounting Plans](https://capstonecfo.com/cfo-and-accounting-plans) 03 ### Transactions & Special Projects Expert support for high-stakes moments - Capital raising and debt financing - M&A and sell-side advisory - Quality of earnings and diligence support - Systems cleanup and implementations - Interim CFO and accounting support [Special Projects](https://capstonecfo.com/special-projects) Start with one service or engage the full team. Every engagement is configured to your stage and goals. Why Fractional ## Senior talent without the full-time overhead Traditional in-house hire The Capstone CFO team Cost structure Fixed salary, benefits and equity Flexible monthly retainer, scaled to need Expertise One person’s experience A bench spanning CFO, accounting and investment banking Time to impact Months of executive search and ramp-up A 30-60-90 day plan from day one Technology Depends on who you hire An automation-first stack, built in Flexibility Headcount is hard to reverse Dial support up or down as you grow Who We Serve ## Built for companies ready to scale Growth-stage small and mid-sized businesses, from PE- and VC-backed portfolio companies to founder-led and independent firms. Ideal client snapshot **Revenue**$2M to $75M **Headcount**5 to 50 employees **Stage**Growth and scale **Finance maturity**Bookkeeper in place, no CFO **Decision maker**Founder, CEO or PE sponsor ### [SaaS & Software SaaS metrics, cap table and investor reporting](https://capstonecfo.com/saas-and-software-companies) ### [E-Commerce & Digital Retail SKU-level P&L, inventory forecasting and multi-channel reporting](https://capstonecfo.com/e-commerce-and-digital-retail) ### [Professional Services Project margins, pricing, utilization and partner economics](https://capstonecfo.com/professional-services) ### [Advertising & Marketing Agencies Client profitability, media spend and team utilization](https://capstonecfo.com/advertising-agencies) ### [Healthcare Practices Revenue cycle, staff utilization and cash flow](https://capstonecfo.com/healthcare-services) ### [Home & Field Services Job costing, technician profitability and equipment ROI](https://capstonecfo.com/home-services-and-field-services) ### [Manufacturing & Distribution COGS structure, inventory and distribution efficiency](https://capstonecfo.com/manufacturing-and-distribution) ### [Franchise Operations Multi-location consolidation, royalty reporting and unit economics](https://capstonecfo.com/franchise-operations) ### [Real Estate Acquisition models, job costing and scenario planning](https://capstonecfo.com/real-estate) How We Work ## A clear path from day one to measurable impact A structured onboarding, then a steady operating rhythm that keeps leadership aligned. Onboarding Process *1* ### Leadership 1:1s One-on-one meetings with the CEO and leadership team *2* ### Deep research A close look at your business model and historical performance *3* ### 30-60-90 day plan Clear priorities that deliver early wins *4* ### Robust reporting Financial and operational reports your team will actually use #### Ongoing Process - Develop and execute strategy - Drive financial performance - Optimize people, process and technology #### Operating Rhythm **Weekly**CEO and CFO alignment **Weekly**13-week cash flow review **Monthly**Finance review **Quarterly**Planning session Our Team ## Our Executive Leadership Team Seasoned operators, deep bench. ![Ryan Anderson, MBA](https://capstonecfo.com/hs-fs/hubfs/ra2.webp?width=96&name=ra2.webp) ### Ryan Anderson, MBA Founder Ryan founded Capstone CFO in 2022 after serving as the full-time CFO of multiple high-growth companies. He brings more than 20 years of operations, finance and accounting leadership across 15 industries, and holds an MBA from Georgia Tech and a BBA from Oglethorpe University. ![Andrew Caldwell](https://capstonecfo.com/hs-fs/hubfs/Andrew_edited.webp?width=96&name=Andrew_edited.webp) ### Andrew Caldwell Fractional CFO 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. ![Emilee Weaver, CPA](https://capstonecfo.com/hs-fs/hubfs/Emilee.webp?width=96&name=Emilee.webp) ### Emilee Weaver, CPA Fractional CFO Emilee is a CPA and finance executive with 15+ years leading finance for creative and consumer businesses. She served as Chief Financial Officer of Atlanta advertising agency 22squared, and previously as Controller of Alternative Apparel, after starting her career in audit at Grant Thornton. She holds an MPA from Georgia State University and a BA from Flagler College. Client Voices ## Why clients refer us We have grown entirely by referral. Here is what our clients say. > “I engaged Capstone CFO because I was seeking a strategic financial advisor for my start-up company. This isn’t my first rodeo starting a company, and I know what it’s like to not have a strong financial partner. I am planning a seed round of funding to grow the company quickly; Ryan and his team have experience with Seed, Series A and B. In one conversation with Ryan, I knew I had found the perfect partner and advisor! Ryan cares about my business like it’s his own. No question is silly, and he readily shares his expertise when asked. It’s easy to brainstorm with him and his breadth of knowledge is superb! His communication skills are extraordinary, especially in difficult conversations. In a short amount of time, he’s become a trusted advisor. I feel blessed to have met him and look forward to many years working together.” > > Andrea W., CEO > “Capstone CFO was referred to us in 2023. Ryan and his team quickly integrated and truly feel like a part of our leadership team. They gave us the robust financial reporting and strategic clarity we were missing. Their insights helped us make better growth decisions. It’s been a game-changer for our business.” > > ![Doug K., CEO](https://capstonecfo.com/hs-fs/hubfs/1746140615176.jpeg?width=40&name=1746140615176.jpeg)Doug K., CEO > “We engaged with Capstone CFO at a pivotal stage of growth when our financial complexity had outpaced our internal systems. Capstone quickly became a strategic thought partner—not just tightening up our reporting, forecasting, and cash flow management, but helping us see the story behind the numbers. His ability to blend financial discipline with entrepreneurial insight has been transformative. We now have clarity, confidence, and the data we need to make smarter, faster decisions that drive profitability and scale. Capstone has become an indispensable part of our leadership team.” > > ![Dave W., CEO](https://capstonecfo.com/hs-fs/hubfs/1644346880308.jpeg?width=40&name=1644346880308.jpeg)Dave W., CEO > “I have worked with Capstone for several years and can recommend them without hesitation. They are consistently thorough and highly responsive, but what truly sets them apart is the depth of their knowledge, which is well beyond what I have experienced with comparable firms. Their advice has been thoughtful, practical, and impactful, and it has materially influenced important financial and strategic decisions. Capstone operates as a true partner rather than a vendor, and their guidance has been both reliable and highly valued over time.” > > ![Aric Z., Founder/CEO](https://capstonecfo.com/hs-fs/hubfs/1516248805053.jpeg?width=40&name=1516248805053.jpeg)Aric Z., Founder/CEO > “We brought in Capstone CFO to provide strategic financial leadership when we weren’t ready for a full-time CFO. Ryan and his team delivered board-ready reports and clear cash flow visibility. Their insights guided smarter growth decisions and helped us prepare for our Series A raise. Working with them has transformed how we run our business.” > > ![Jeffrey C., CEO](https://capstonecfo.com/hs-fs/hubfs/1698691295458.jpeg?width=40&name=1698691295458.jpeg)Jeffrey C., CEO > “We began working with Capstone CFO as we were laying the financial foundation for our new consumer startup. Andrew provided expert insight into structuring our cap table, setting up dynamic financial models, and guiding our 7-figure pre-seed raise. Their strategic support has given us the clarity, confidence, and financial rigor needed to attract investors and scale with intention. It’s been invaluable having seasoned CFO guidance at this early stage.” > > ![Crissy S., CEO](https://capstonecfo.com/hs-fs/hubfs/1705720466181.jpeg?width=40&name=1705720466181.jpeg)Crissy S., CEO > “Capstone CFO has been integral in helping me grow my creative agency. The firm is always 10 steps ahead and he genuinely cares about me and my company. I highly recommend Capstone CFO if you are looking for a fractional solution who genuinely cares about your success.” > > ![Jim M., CEO](https://capstonecfo.com/hs-fs/hubfs/1759445431571.png?width=40&name=1759445431571.png)Jim M., CEO Our Toolkit ## Our Strategy Execution Frameworks We deploy and run leadership teams on both of these systems. Each has its advantages depending on the size and complexity of a business and where it sits on its maturity curve, so we help you choose and implement the right fit. ### Entrepreneurial Operating System (EOS) EOS gives growing, owner-led companies a simple, disciplined way to run the business. It aligns the leadership team on a clear vision, puts the right people in the right seats, and builds accountability through a weekly scorecard, 90-day priorities (Rocks) and a consistent meeting rhythm. Issues get identified and solved instead of recycled, so the whole team moves in the same direction and executes faster. - Vision and traction plan the whole leadership team owns - Accountability chart with clear roles and owners - Weekly scorecard of the numbers that matter - Quarterly Rocks and weekly leadership meetings **Best fit:** Growing small and mid-sized businesses that need structure, accountability and a shared operating rhythm across the leadership team. ### Objectives and Key Results (OKRs) OKRs translate strategy into ambitious, measurable goals. Each quarter, leadership sets a small number of objectives, defines the key results that prove progress, and cascades them across teams so every function knows how its work ladders up to the plan. Transparent scoring and regular check-ins keep the organization focused, aligned and learning as it scales. - Quarterly objectives tied to the annual strategy - Three to five measurable key results per objective - Alignment from company to team to individual - Weekly check-ins and quarterly scoring and reset **Best fit:** Scaling, more complex organizations with multiple teams or functions, including PE- and VC-backed companies with aggressive growth targets. Our Technology ## Our CFO team tech stack Modern finance technology, implemented and run by our team. ![OpenAI logo](https://capstonecfo.com/hubfs/capstone-2026/openai-logo.svg)**OpenAI**AI & Large Language Models ![Claude logo](https://capstonecfo.com/hubfs/capstone-2026/claude-logo.svg)**Claude**AI & Large Language Models ![QuickBooks logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%207.29.58%20AM-1.png?width=300&name=Screenshot%202025-05-11%20at%207.29.58%20AM-1.png)**QuickBooks**Accounting Software ![Xero logo](https://capstonecfo.com/hs-fs/hubfs/Xero_software_logo.svg.png?width=300&name=Xero_software_logo.svg.png)**Xero**Accounting Software ![Oracle NetSuite logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%207.37.31%20AM.png?width=300&name=Screenshot%202025-05-11%20at%207.37.31%20AM.png)**Oracle NetSuite**Cloud Enterprise Resource Planning ![Tableau logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%208.29.49%20AM.png?width=300&name=Screenshot%202025-05-11%20at%208.29.49%20AM.png)**Tableau**Business Intelligence ![Power BI logo](https://capstonecfo.com/hs-fs/hubfs/power-bi-microsoft-logo-png_seeklogo-400711.png?width=300&name=power-bi-microsoft-logo-png_seeklogo-400711.png)**Power BI**Business Intelligence ![Capstone CFO Reporting logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%208.44.51%20AM.png?width=300&name=Screenshot%202025-05-11%20at%208.44.51%20AM.png)**Capstone CFO Reporting**Next-Gen Financial Reporting ![Google BigQuery logo](https://capstonecfo.com/hs-fs/hubfs/BigQuery-Logo.jpg?width=300&name=BigQuery-Logo.jpg)**Google BigQuery**Cloud-Native Database ![Snowflake logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%208.38.24%20AM.png?width=300&name=Screenshot%202025-05-11%20at%208.38.24%20AM.png)**Snowflake**Cloud-Native Database ![Microsoft SQL Server logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%208.42.54%20AM.png?width=300&name=Screenshot%202025-05-11%20at%208.42.54%20AM.png)**Microsoft SQL Server**Relational Database ![HubSpot logo](https://capstonecfo.com/hs-fs/hubfs/hubspot-logo-png_seeklogo-273533.png?width=300&name=hubspot-logo-png_seeklogo-273533.png)**HubSpot**Customer Relationship Management ![Salesforce logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%208.11.19%20AM.png?width=300&name=Screenshot%202025-05-11%20at%208.11.19%20AM.png)**Salesforce**Customer Relationship Management ![Pipedrive logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%208.26.35%20AM.png?width=300&name=Screenshot%202025-05-11%20at%208.26.35%20AM.png)**Pipedrive**Customer Relationship Management ![BILL logo](https://capstonecfo.com/hs-fs/hubfs/2019Bill.webp?width=300&name=2019Bill.webp)**BILL**Accounts Payable and Receivable ![Expensify logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%208.23.59%20AM.png?width=300&name=Screenshot%202025-05-11%20at%208.23.59%20AM.png)**Expensify**Corporate Expense Management ![Ramp logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%207.54.46%20AM.png?width=300&name=Screenshot%202025-05-11%20at%207.54.46%20AM.png)**Ramp**Corporate Expense Management ![Carta logo](https://capstonecfo.com/hs-fs/hubfs/download.png?width=300&name=download.png)**Carta**Cap Table and Equity Management ![Baremetrics logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%208.04.14%20AM.png?width=300&name=Screenshot%202025-05-11%20at%208.04.14%20AM.png)**Baremetrics**SaaS Metrics ![Avalara logo](https://capstonecfo.com/hs-fs/hubfs/avalara-logo.png?width=300&name=avalara-logo.png)**Avalara**Sales Tax Compliance ![Microsoft Excel logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%208.19.43%20AM.png?width=300&name=Screenshot%202025-05-11%20at%208.19.43%20AM.png)**Microsoft Excel**Spreadsheets ![Google Sheets logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%208.21.53%20AM.png?width=300&name=Screenshot%202025-05-11%20at%208.21.53%20AM.png)**Google Sheets**Spreadsheets ![Stripe logo](https://capstonecfo.com/hs-fs/hubfs/1-preview.jpg?width=300&name=1-preview.jpg)**Stripe**Online Payment Processing Platform ![QuotaPath logo](https://capstonecfo.com/hs-fs/hubfs/qp_logo_2color.jpg?width=300&name=qp_logo_2color.jpg)**QuotaPath**Sales Commissions Management ![ServiceNow logo](https://capstonecfo.com/hs-fs/hubfs/SERVICENOW-logo-300-x-470px--x.png?width=300&name=SERVICENOW-logo-300-x-470px--x.png)**ServiceNow**Enterprise Workflow Automation ![Proposify logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%208.47.55%20AM.png?width=300&name=Screenshot%202025-05-11%20at%208.47.55%20AM.png)**Proposify**Proposal Creation Software ![ClickUp logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%2011.54.27%20AM.png?width=300&name=Screenshot%202025-05-11%20at%2011.54.27%20AM.png)**ClickUp**Collaboration and Project Management ![monday.com logo](https://capstonecfo.com/hs-fs/hubfs/D5VP2AhXsAAlNdd-800x570-1.jpg?width=300&name=D5VP2AhXsAAlNdd-800x570-1.jpg)**monday.com**Collaboration and Project Management ![Teamwork logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%2011.51.12%20AM.png?width=300&name=Screenshot%202025-05-11%20at%2011.51.12%20AM.png)**Teamwork**Collaboration and Project Management ![Zapier logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%2012.02.49%20PM.png?width=300&name=Screenshot%202025-05-11%20at%2012.02.49%20PM.png)**Zapier**Automated App Integration Platform ![Paylocity logo](https://capstonecfo.com/hs-fs/hubfs/Screenshot%202025-05-11%20at%2011.58.14%20AM.png?width=300&name=Screenshot%202025-05-11%20at%2011.58.14%20AM.png)**Paylocity**HR and Payroll Platform ![Gusto logo](https://capstonecfo.com/hs-fs/hubfs/unnamed.png?width=300&name=unnamed.png)**Gusto**HR and Payroll Platform Our tech stack is continuously evolving as new tools prove their value for our clients. ### Ready when you are. Start with a discovery conversation. We follow with a tailored proposal and, once we begin, a 30-60-90 day plan built for rapid results. [Book a Call](https://capstonecfo.com/meeting) Contact ## Let's Connect Tell us about your business and where you want to take it. We'll follow up to schedule a focused discovery conversation. [![Capstone CFO](https://capstonecfo.com/hs-fs/hubfs/capstone-2026/capstone-logo-light.png?width=93&height=54&name=capstone-logo-light.png)](https://capstonecfo.com/) Fractional CFO, accounting and transaction services for companies ready to scale. Based in Scottsdale, Arizona, serving the Phoenix area and clients nationwide. ![Platinum Tier Badge](https://capstonecfo.com/hs-fs/hubfs/Platinum%20Tier%20Badge.png?width=57&height=64&name=Platinum%20Tier%20Badge.png) #### What We Do - [Fractional CFO](https://capstonecfo.com/cfo-plans) - [CFO & Accounting](https://capstonecfo.com/cfo-and-accounting-plans) - [Special Projects & Transactions](https://capstonecfo.com/special-projects) #### Problems We Solve - [Cash Flow Problems](https://capstonecfo.com/solutions/cash-flow-problems) - [Late or Inaccurate Financials](https://capstonecfo.com/solutions/late-or-inaccurate-financials) - [Forecasting & Planning](https://capstonecfo.com/solutions/financial-forecasting-and-planning) - [KPIs & Board Reporting](https://capstonecfo.com/solutions/kpis-and-board-reporting) - [Fundraising Readiness](https://capstonecfo.com/solutions/fundraising-readiness) - [Exit & M&A Readiness](https://capstonecfo.com/solutions/exit-and-m-and-a-readiness) #### Who We Serve - [SaaS & Software](https://capstonecfo.com/saas-and-software-companies) - [E-Commerce & Digital Retail](https://capstonecfo.com/e-commerce-and-digital-retail) - [Professional Services](https://capstonecfo.com/professional-services) - [Advertising & Marketing Agencies](https://capstonecfo.com/advertising-agencies) - [Healthcare Practices](https://capstonecfo.com/healthcare-services) - [Home & Field Services](https://capstonecfo.com/home-services-and-field-services) - [Manufacturing & Distribution](https://capstonecfo.com/manufacturing-and-distribution) - [Franchise Operations](https://capstonecfo.com/franchise-operations) - [Real Estate](https://capstonecfo.com/real-estate) #### Company - [About](https://capstonecfo.com/#team) - [Insights](https://capstonecfo.com/blog) - [Book a Call](https://capstonecfo.com/meeting) - [Contact Us](https://capstonecfo.com/#contact) Copyright © 2026 Capstone CFO, LLC [Legal Disclaimer](https://capstonecfo.com/disclaimer) ```json { "@context" : "https://schema.org", "@id" : "https://capstonecfo.com/#organization", "@type" : "ProfessionalService", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Scottsdale", "addressRegion" : "AZ" }, "areaServed" : [ { "@type" : "City", "name" : "Scottsdale, Arizona" }, { "@type" : "City", "name" : "Phoenix, Arizona" }, { "@type" : "State", "name" : "Arizona" }, { "@type" : "Country", "name" : "United States" } ], "description" : "Capstone CFO is a boutique fractional CFO and accounting firm based in Scottsdale, Arizona, serving the Phoenix area and clients nationwide. 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