Business Details
9 Years
experience
Your Trusted Partner for Financial Strategy & CFO Services
At CFO Share, we believe that numbers are essential, but the systems, relationships, and strategies behind them matter even more. Since 2017, our team of financial experts has combined strategic guidance with hands-on support to deliver actionable insights that drive business growth. We prioritize excellence through accurate, timely, and reliable services while fostering collaborative partnerships built on radical transparency and trust. Our agile approach tailors solutions to your unique goals, whether through CFO support, fractional CFO services, or bookkeeping expertise. With a team sourced from the U.S., Mexico, and Canada, we align our operations with your time zones to ensure seamless integration.Our 160-point controls study and consultative methodology help businesses refine processes, optimize financial performance, and achieve long-term success. Clients value our responsiveness, no long-term contracts, and commitment to acting as an extension of their team rather than a traditional accounting firm.
Services
CFO Support Services
Fractional CFO Services
Bookkeeping & Reporting
Capital Strategy
Exit Readiness
M&A Guidance
Process Improvement
Performance Analysis
Financial Forecasting
Benchmarking
Details
- Year established: 2017
Highlights and features
- We offer 24-hour responsiveness for timely financial support
- No long-term contracts we earn your business monthly
- Radical transparency with clear insights into business performance
- Team approach with specialists for less than one full-time employee cost
- Founded in 2017 with experience supporting over 300 small businesses
What people say
Scalable system in place
Indisputable competitive edge
Easy and fun to work with
Saving significant time
Meticulously reviewing all numbers
Services
CFO Support Services
Our flexible finance team helps small business CFOs manage excess workload through dedicated specialists who handle routine tasks while maintaining strategic oversight. This service enables CFOs to focus on critical initiatives while ensuring accurate financial operations. Our team provides scalable support for accounting functions, financial reporting, and process improvements.
Fractional CFO Services
Access expert financial leadership at a fraction of full-time costs through customized strategic guidance covering forecasting, budgeting, performance analysis, and industry benchmarking. Our fractional CFOs deliver data-driven insights for decision-making while aligning financial strategies with business growth objectives through comprehensive financial modeling and market analysis.
Bookkeeping & Reporting
We maintain accurate, organized financial records with comprehensive bookkeeping and monthly accrual-based reporting including profit/loss statements, balance sheets, and cash flow analysis. Our controllers provide interpretation of financial trends and actionable insights to support informed business decisions while ensuring year-round financial clarity.
Capital Strategy
Our capital strategy services guide businesses through fundraising, mergers, acquisitions, and exit planning with tailored support for equity rounds, debt financing, and transaction readiness. We help clients prepare financial documentation, identify funding sources, and optimize business valuation through strategic financial positioning and market analysis.
Exit Readiness Assessment
We evaluate financial health, operations, and market positioning to identify improvement areas years before selling. This proactive approach helps businesses enhance sale value, address potential buyer concerns, and streamline due diligence processes through comprehensive financial analysis and strategic recommendations.
People
LJ Suzuki
President
Leading CFO Share's strategic direction with extensive financial services experience, focusing on scalable solutions for small businesses through innovative team management and client-centric approaches.
Matt Draymore
Fractional CFO
Provides expert financial leadership to small businesses, specializing in strategic financial planning, performance optimization, and industry benchmarking to drive sustainable growth and profitability.
Aaron Edwards
Fractional Controller
Manages financial operations with precision, delivering strategic insights through comprehensive reporting and analysis while maintaining rigorous accounting standards and process improvements.
Victoria Yowler
Fractional Controller
Supports businesses with financial expertise, focusing on accurate reporting, process optimization, and strategic guidance to enhance operational efficiency and financial clarity.
Andrew Paschetto
Fractional Controller
Delivers financial leadership through customized solutions, emphasizing transparency, strategic analysis, and implementation of best practices for small business growth.
Questions
What specific financial services does CFO Share offer?
We provide CFO support services, fractional CFO expertise, bookkeeping, capital strategy guidance, exit readiness assessments, and M&A support tailored to small businesses.
How does CFO Share differ from traditional accounting firms?
We combine financial expertise with strategic consulting, emphasizing radical transparency, agile project management, and a team-based approach rather than standard accounting practices.
Do you require long-term contracts?
No, we operate without long-term commitments – our clients continue working with us because we consistently deliver value month after month.
Which geographic regions do you serve?
We support businesses across the United States, Mexico, and Canada with teams operating in local time zones for seamless collaboration.
How does the client onboarding process work?
We begin by understanding your current financial systems, then implement customized solutions while maintaining transparency and collaboration throughout the transition.
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