About Us
Built by operators, not just accountants
Our team has over 20 years as CFO and finance leadership in PE-backed, high-growth businesses across multi-unit restaurants, e-commerce, B2B, D2C, healthcare, SaaS, manufacturing, non-profits, and professional services. We've scaled companies from startup to over $1.4B in revenue, been involved in $6B+ worth of M&A transactions, and led numerous capital raises and debt refinancings. We built finance teams and infrastructure from scratch, improved cash flow by millions through better forecasting and treasury management, and put the dashboards, controls, and unit economics in place that let businesses 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 to change that.
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 — we help you take the next step.