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Our Services


Outsourced, Interim CEO, CFO


CFO-2U provides interim CEO, COO, CFO services as well as fractional services where a business may not need a full-time resource.The best part is that we tailor each engagement to your needs and budget.We can layer other resources as necessary as well including controller or staff accountant roles where needed.

Technical Accounting


CFO-2U provides technical accounting assistance, including the development of white-papers on accounting matters.Whether it is ASC 606 Revenue Recognition, new Lease Accounting rules, CECL implementation, SEC compliance, Business Combination or Compensation matters, we have significant experience in complex accounting matters to ensure you remain prepared for audit and compliant.Engagements in this area can range from high-level guidance, to actual implementation and drafting of accounting entries and footnote or MD&A disclosures.

Regulatory Compliance


CFO-2U has significant expertise in regulatory compliance, including banking regulations, specialty finance rules and regulations throughout the US, SEC reporting and SOX compliance.Our CEO implemented a Sarbanes-Oxley compliant control structure in a publicly-traded bank and has significant experience with dealing with complex regulatory matters.

Emerging Growth Services


CFO-2U has significant experience in providing not only guidance to, but also in actually founding and growing an INC 5000 high-growth company from its inception.Many advisors claim to be experts in providing guidance to emerging growth companies.We have actually done it ourselves.We walked in your shoes and understand the challenges of growing a successful business.



CFO-2U has significant experience in merger and acquisition activity, from the sourcing of partners through close and post-close integration.We are an invaluable partner in all stages of M&A activity and our history in getting deals closed and successfully integrated can add significant value to your entity's strategic objectives.



CFO-2U has IPO and SEC reporting experience, including an initial NASDAQ-national market listing and SEC compliance.We can assist with singular matters or outsource your entire reporting or IPO process to us.

Capital Debt Raise


CFO-2U has significant capital markets experience, including debt and equity raises in private or public markets.We have structured $100’s of millions of closed transactions, in traditional as well as highly complex structures, including securitizations and privately negotiated transactions with Angel Investors, Private Equity firms, banks, insurance companies, family offices and other private and corporate counterparties.Our experience and network can expedite your funding and ensure you obtain the best funding option and partner.

Audit/Diligence Preparation


CFO-2U can assist you with your audit or due diligence preparation to ensure you are prepared for audit or diligence review.Our professionals ensure you are prepared and compliant on a timeline that meets your needs.We have experience in Big-4 public accounting, our CEO is an active CPA, and has been the CFO and CEO of companies including a publicly traded bank, specialty finance company and hospital system.

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