Carlisle CFO - Strategic Finance Partner

“They pulled the vision out of my head and translated it into numbers, systems, and process.”

— James Faillettaz, Founder & CEO, Verus Praedium Holding

“Financials went from my biggest stress to a competitive advantage.”

— Andrew Elliott, President, Spectrum Prototype

“Carlisle CFO transformed what was a nightmare into systems that actually work. Two years later, and we're still seeing the impact.”

— Brandi Poss, Head of Operations, Destify

“They untangled the mess and rebuilt the system with precision.”

— Ben Stoodley, CEO, Best Lending Co.

“Avi treats your business like it is his own, and that mindset is making a real difference as we scale.”

— Brandon Holloway, CEO, Premier Pressure Works

The Bottlenecks

Why momentum stalls.

Decision Paralysis

You are looking at reports that do not translate into clear decisions. Without timely, reliable financials and priorities, every big move feels risky and slow.

Founder Dependency

Too many decisions, approvals, and questions flow through you. Roles are unclear, workflows are fragile, and progress stalls whenever you step away.

The Fog of Growth

Revenue is increasing, but visibility is not. Cash flow feels unpredictable and planning beyond the next few months is difficult.

Systems That Don't Scale

Processes rely on manual work, spreadsheets, and tribal knowledge. Things work, until volume increases and everything starts to break.

Stop the Chaos →

How We Partner

Two ways to partner. One outcome.

Strategic Partnership

Advisory-led

Embedded strategy, financial control, and an operating cadence that keeps the team moving.

Financial Ownership

Books • Reporting • Forecasting • Cash Management

Strategic Leadership

Planning • Decision Making • Priorities

Org + Role Clarity

Workflows • Delegation • Hiring Frameworks

Momentum Management

Guidance • Accountability • Strategic Oversight

Complete Partnership

Execution-led

The same strategic leadership, plus hands-on implementation to move work forward for you.

Strategic Partnership Services

All finance • All strategy • All system design

Hiring Execution

Recruiting • Onboarding • Team Building

Workflow Implementation

SOPs • Process Documentation • System Installation

Delegation Management

Operational Execution • Project Management • Continuous Improvement

Built Into Every Engagement

Fast, reliable financial foundation

We clean up and automate the books, speed up the monthly close, and install decision-ready reporting so you are never steering the business off outdated numbers.

Clean, reliable books Faster monthly close Decision-ready reporting

Build Your Engine

The Roadmap

From diagnosis to momentum.

We start with clarity, stabilize what matters, and build systems that compound.

→ →

START

Map the operating reality

Immediate clarity on what’s working and what needs fixing.

Roles & responsibilities Decision flow Bottlenecks & constraints

BUILD

Stabilize what matters

Build the foundation for confident decisions.

Decision-ready reporting Financial foundation Execution-critical systems

SCALE

Build momentum

Move faster with fewer fires and stronger margins.

Ownership & delegation Systemized execution Continuous improvement

"Early clarity on where the business is and where it needs to go allows us to move fast without fixing the wrong problems."

Start Your Diagnosis →

These are some of the core systems we integrate to run finance, operations, and reporting at scale.

Confidence is the new bottom line.

Carlisle CFO turned a routine QuickBooks migration into a complete financial transformation.

They integrated our CRM and disconnected systems into a unified operation, giving us strategic clarity we didn't have before and hours back every week.

Their proactive approach transformed what was a nightmare into systems that actually work.

Two years later, we're still seeing the impact.

Brandi Poss

Head of Operations, Destify

Fast growth left us with messy books and a broken entity structure.

Carlisle CFO cleaned it up, restructured everything, and built a multi-year financial model that actually ties to our strategy.

More importantly, they pulled the vision out of my head and translated it into numbers, systems, and process we could execute on.

Clear communication, hit every deadline, and gave us the foundation to scale confidently.

James Faillettaz

Founder & CEO, Verus Praedium Holding

We had two integrated companies with completely misaligned books after an accounting structure change.

Carlisle CFO took the time to understand both sides, untangled the mess, and rebuilt the system with precision.

Every change was carefully executed to ensure accuracy.

Beyond the technical excellence, they're approachable and easy to work with. Now they're our trusted partner for all financial matters.

Ben Stoodley

CEO, Best Lending Co.

I found Carlisle CFO during a financial crisis.

They didn't just solve the immediate problem. They taught me how to prevent it from happening again.

Their expertise, positivity, and willingness to explain everything transformed my outlook from stress to confidence.

Dealing with the financials went from my biggest stress to a competitive advantage.

Andrew Elliott

President, Spectrum Prototype

Working with Avi has been one of the best decisions I have made for my business.

He is not just a CFO focused on numbers. He understands the people, relationships, and real world pressures behind the business. The Carlisle CFO team knows my clients by name, understands what is happening inside each account, and takes the time to connect financial insight with how the business actually operates and grows.

What sets Avi apart is how proactive he is. He does not wait for problems to show up in a report. He anticipates issues, addresses them directly, and helps put operational systems in place so growth does not create more chaos. He is organized, direct, and someone I trust to give honest input when decisions matter.

Avi treats your business like it is his own, and that mindset has directly contributed to how we have been able to scale while staying in control operationally and financially.

Brandon Holloway

CEO, Premier Pressure Works

See If We're a Fit

Common Questions

Clarity on how we work.

What kind of businesses do you work with?

Founder-led service businesses typically between $500k and $10M in revenue who are outgrowing spreadsheets and founder-led execution.

How quickly will I see results?

Speed is a core focus. Most clients see meaningful clarity and momentum within the first 30 to 60 days, including faster decisions and fewer operational fires.

Do you replace my CPA?

No. Your CPA handles tax and compliance. We focus on financial operations, clarity, planning, and execution so the business can grow.

Do you actually do the work or just advise?

Both. Strategic CFO is advisory and guidance focused. CFO plus Execution includes hands-on implementation where we build systems and move work forward for you.

Do you help with operations and delegation?

Yes. We help define roles, design workflows, document processes, and build systems so you can delegate without losing visibility or control.

What if our books are messy?

That is common. We expect it. Cleaning and stabilizing the foundation is the first step in every engagement.

What happens after I book a call?

We’ll do a 30-minute discovery call to understand your bottleneck, numbers, and current systems. If it’s a fit, we’ll outline the path (Strategic CFO vs CFO + Execution) and a clear first-30-days plan.

Do you work with my existing tools or require a rebuild?

Usually we work with what you have and fix the flow first. If a tool is holding you back, we’ll recommend a change only when the ROI is clear.

Gain clarity.
Build systems. Move faster.