The speed of modern finance tech. The judgment of a seasoned CFO.
and buyers pay for
The Problems We Solve
Six signs you have outgrown your finance function.
CFO judgment without full-time expense
Growth decisions that require both data and wisdom
Lack of timely financial visibility
Strategic planning and execution gaps
Sound familiar? You don’t have to fix it alone.
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.
Three solutions, one integrated finance team
Strategic CFO Services
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
Accounting Services
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
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
Start with one service or engage the full team. Every engagement is configured to your stage and goals.
Senior talent without the full-time overhead
A full-time CFO search takes months. We start this month.
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.
SaaS & Software
SaaS metrics, cap table and investor reporting
E-Commerce & Digital Retail
SKU-level P&L, inventory forecasting and multi-channel reporting
Professional Services
Project margins, pricing, utilization and partner economics
Advertising & Marketing Agencies
Client profitability, media spend and team utilization
Healthcare Practices
Revenue cycle, staff utilization and cash flow
Home & Field Services
Job costing, technician profitability and equipment ROI
Manufacturing & Distribution
COGS structure, inventory and distribution efficiency
Franchise Operations
Multi-location consolidation, royalty reporting and unit economics
Real Estate
Acquisition models, job costing and scenario planning
A clear path from day one to measurable impact
A structured onboarding, then a steady operating rhythm that keeps leadership aligned.
Leadership 1:1s
One-on-one meetings with the CEO and leadership team
Deep research
A close look at your business model and historical performance
30-60-90 day plan
Clear priorities that deliver early wins
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
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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
Our Executive Leadership Team
Seasoned operators, deep bench.

Ryan Anderson, MBA
FounderRyan 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
Fractional CFOAndrew 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
Fractional CFOEmilee 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.
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
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
Our CFO team tech stack
Modern finance technology, implemented and run by our team.
QuickBooksAccounting Software
XeroAccounting Software
Oracle NetSuiteCloud Enterprise Resource Planning
TableauBusiness Intelligence
Power BIBusiness Intelligence
Capstone CFO ReportingNext-Gen Financial Reporting
Google BigQueryCloud-Native Database
SnowflakeCloud-Native Database
Microsoft SQL ServerRelational Database
HubSpotCustomer Relationship Management
SalesforceCustomer Relationship Management
PipedriveCustomer Relationship Management
BILLAccounts Payable and Receivable
ExpensifyCorporate Expense Management
RampCorporate Expense Management
CartaCap Table and Equity Management
BaremetricsSaaS Metrics
AvalaraSales Tax Compliance
Microsoft ExcelSpreadsheets
Google SheetsSpreadsheets
StripeOnline Payment Processing Platform
QuotaPathSales Commissions Management
ServiceNowEnterprise Workflow Automation
ProposifyProposal Creation Software
ClickUpCollaboration and Project Management
monday.comCollaboration and Project Management
TeamworkCollaboration and Project Management
ZapierAutomated App Integration Platform
PaylocityHR and Payroll Platform
GustoHR and Payroll PlatformOur tech stack is continuously evolving as new tools prove their value for our clients.
Get CFO-level clarity in your first 30 days.
30 minutes, no obligation. You’ll leave with a clear view of your two or three biggest financial priorities. If we’re a fit, you’ll get a tailored proposal and a 30-60-90 day plan.
Tell us where you want to take the business.
Share a little about your company and goals. We reply within one business day to schedule a focused discovery conversation.