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About Us
Built by operators, not just accountants
Decades in finance leadership with PE-backed, high-growth businesses with restaurants, e-commerce, healthcare, SaaS, manufacturing, non-profits, and professional services.
We've scaled companies to over $1.4B in revenue, worked on $6B+ of M&A transactions, and led numerous capital raises and debt refinancing.
Along the way we built finance teams from scratch, improved cash flow by millions through better forecasting and treasury management, and put in the dashboards, controls, and unit economics that let a business grow without losing financial control.
Why we built CFO Step
We've seen what happens when growing businesses don't have the right financial visibility: missed opportunities, cash crunches, and decisions made on gut feel instead of data.
We built CFO Step so owners have the numbers and the strategy to grow profitably.
Meet you where you are
Whether you need reliable bookkeeping, cash flow insights, M&A support, or a financial partner at the table for the decisions that matter most, the goal is the same: A business that grows and keeps more of what it earns.