Diagnose
Map the business
We map your org, finances, and workflows to find unclear ownership and the issues that need attention first.
An org map and a focused action plan.
Founder-led businesses · $2M to $20M
Fractional CFO.
Fractional CFO.
Stronger operations.
Clearer finances and a business that runs without everything running through you.
“They pulled the vision out of my head and translated it into numbers, systems, and process.”
James FaillettazFounder & CEO · Verus Praedium Holding
Trusted by founders at
The Bottlenecks
What's actually capping growth.
Revenue is growing. But you still cannot see which work is profitable, whether cash can support the next hire, or who will follow through without a reminder.
What It Costs
More revenue should leave you with more to show for it.
Unclear numbers and missed handoffs cost money long before they show up on a report.
Profit
Busy does not always mean profitable. Know which clients, jobs, and services earn their keep.
Cash
Payroll cannot wait for a late report. See upcoming cash pressure while there is still time to act.
Growth
The next move keeps getting postponed. Hiring and expansion need a financial plan and someone to drive it.
Follow-through
You are still chasing the work. Tasks need an owner, a deadline, and a clear signal when something slips.
Where We Start
Finance, operations, and automation.
Start with the support you need most. Connect the rest as the business needs it.
Reliable numbers. A team that owns the work. Systems that save time.
Finance function
In-house finance control, without adding another executive seat.
We can own or oversee the finance function, from bookkeeping coordination and monthly reporting to cash planning and lender or investor preparation.
Explore Fractional CFO services →
Finance Ownership
Margin Visibility
Cash Forecasting
Capital Readiness
How We Work
1
2
3
4
Your first 90 days. A clear plan.
We agree on priorities, responsibilities, and timing upfront. The pace depends on your starting point; the work follows four steps.
Stabilize
Get reliable numbers
We resolve gaps in the books, reporting, and cash picture so you can make decisions with confidence.
Numbers you trust and a clear cash view.
Install
Make ownership clear
We set owners, decision rights, deadlines, and completion checks, with alerts when work slips.
Know what is handled, what is late, and who acts next.
Scale
Support the next move
We automate repeat work and help plan hiring, expansion, or funding as the business needs it.
Less manual work. Better-prepared growth decisions.
Your Tools
Open Tool→
Make your tools work together.
We work with your existing tools wherever possible, connecting accounting, CRM, and project systems so your team spends less time moving information between them.
Cash Flow Check
See how long your cash lasts and what changes if income or costs shift.
Testimonials
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. 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. They pulled the vision out of my head and translated it into numbers, systems, and process we could execute on.
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. Now they're our trusted partner for all financial matters.
Ben Stoodley
CEO · Best Lending Co.
More client experiences
"
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. 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. He does not wait for problems to show up in a report; he anticipates issues and helps put operational systems in place so growth does not create more chaos. 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
Common Questions
Clarity on how we work.
What kind of businesses do you work with?
Founder-led businesses typically between $2M and $20M in revenue. You have a team, but need clearer financial reporting, better cash planning, or more reliable follow-through as you grow.
How quickly will I see results?
Most engagements begin with 30 days of assessment and cleanup. Early progress usually means more reliable reporting, a clearer cash picture, and agreed priorities. Timing depends on the starting condition.
Do you replace my CPA?
No. We work alongside your CPA on the day-to-day financial picture: bookkeeping oversight, reporting, forecasting, cash planning, and business decisions.
Can you handle our complete finance function?
Yes, depending on scope. We can own or oversee bookkeeping coordination, the monthly close, reporting, cash forecasts, and lender or investor preparation. We agree responsibilities with you and your existing team upfront.
Do you actually do the work or just advise?
Both. We help make decisions and build the reports, workflows, and accountability systems behind them. The agreed scope defines what we deliver and what your team owns.
Do you help with operations and delegation?
Yes. We map the org, define roles and decision rights, and track work against clear deadlines. Completion checks and alerts make it visible when something is handled or slipping.
Do you build AI and automation systems?
Yes, but process comes first. We map the workflow, clarify ownership, clean up the data flow, then use AI and automation for practical use cases like reporting, lead-flow visibility, CRM/QBO integrations, follow-ups, document workflows, and custom internal tools.
What if our books are messy?
That is common. Cleaning and stabilizing the finance foundation is often the first step, because operations and automation only work when the underlying numbers and data flow are reliable.
What happens after I book a call?
We will spend 30 minutes discussing your priorities and current setup. If there is a fit, we will outline a starting point and the next step toward an agreed scope.
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.
Let's Talk
Let's talk about your next step.
In a 30-minute discovery call, we'll discuss your priorities, where finance or operations need support, and whether we're the right fit. If we are, we'll outline a starting point.
Prefer to email directly? info@carlislecfo.com