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Capstone CFO

The speed of modern finance tech. The judgment of a seasoned CFO.

Grow revenuegrowth decisions backed by data and seasoned judgment
Expand profitmargin by product, customer and service line, then action
Drive enterprise valueThe numbers and story investors
and buyers pay for
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.

What We Do

Three solutions, one integrated finance team

01

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

Explore Strategic CFO Services →

02

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

Explore Accounting Services →

03

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

Explore 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

A full-time CFO search takes months. We start this month.

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

WeeklyCEO and CFO alignment
Weekly13-week cash flow review
MonthlyFinance review
QuarterlyPlanning session
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., CEODoug 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., CEODave 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/CEOAric 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., CEOJeffrey 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., CEOCrissy 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., CEOJim M., CEO
Join the founders who refer us.Book a call with Ryan
Our Team

Our Executive Leadership Team

Seasoned operators, deep bench.

Ryan Anderson, MBA

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

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

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.

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.

Our 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.

Contact

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.