Fractional CFO & Controller

We recognize that some organizations are too large to not have strategic internal CFO or Controller expertise, but find it difficult to devote the capital resources to a full-time internal position. In acting as your organization’s Fractional CFO or Controller, our focus is on providing accurate and timely insight into the numbers that drive your business, allowing you to make well-informed decisions for your business’ future. From forecasting, budgeting, and financial analytics to capital needs and ROI assessments, we offer strategic solutions following best practices to improve the efficiency and effectiveness of your financial systems and processes. The results are a more streamlined workflow and a deeper understanding of the financial health of your company.

Our highly skilled team brings first-hand knowledge in all financial functions, from basic data entry to C-Level financial planning and analysis, driving business value and allowing owners to focus on their areas of expertise. We know that no two businesses are exactly alike, so we tailor our solutions to meet your business’ unique needs and ensure that our efforts are aligned with your goals.

Our services include, but are not limited to:

  • Budgeting and Forecasting
  • Financial Modeling
  • Cash Flow Management
  • Capital Analysis
  • Board Management
  • Controllership
  • Financial Statements
  • Assist with Audit Preparation
  • Compliance Reporting
  • Back Office Accounting
  • Financial Process Improvement

Meet the Team

Dr. Patricia Malone
Dr. Patricia Malone, CPA, CEPA, CPF
Managing Director
Danielle Blattner
Financial Analyst
Brady Buher, MBA, CEPA
Financial Analyst

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