Plan. Analyze. Optimize. Exit.
STRATEGIC FINANCE AND ACCOUNTING FOR EVERY STAGE OF BUSINESS
CFO leadership, accounting, and financial reporting for founder-led and middle-market businesses at every stage of growth.
Strategic CFO Leadership
Executive-level financial direction for scaling companies that need clarity, confidence, and strategic guidance.
Accounting & Financial Reporting
Financial statement cleanup, process improvement, internal controls, and best-practice accounting for usable numbers.
Data & Analytics
Dashboards, KPI development, automation, forecasting models, and performance reporting that turn data into decisions.
Exit Planning & Transaction Advisory
Value creation strategy, exit readiness assessments, sell-side and buy-side advisory, and transaction management.
FP&A & Cash Flow Discipline
Forecasting, budgeting systems, scenario modeling, and financial discipline to support sustainable growth.
CFO Coaching
Advisory support for finance leaders ready to elevate performance and strategic impact.
Who We Serve
Built for Companies That Are Scaling
We partner with founder-led, middle-market, and growth-stage businesses that need more than basic accounting. Our clients are building toward something, whether that’s operational scale, capital events, or exit.
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Founder-led and middle-market businesses outgrowing their finance function
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Companies preparing for acquisition or exit
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Organizations needing financial clarity and structure
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Businesses scaling faster than their systems
How We Work
Step 1 - Discovery
Comprehensive financial review, business assessment, and goal alignment
Step 2 - Strategy
Clear roadmap outlining priorities, risks, and opportunities
Step 3 - Execution
Hands-on implementation with ongoing CFO leadership and reporting
Step 4 - Optimization
Continuous improvement focused on performance and enterprise value
The Impact
10+
INDUSTRIES
25+
YEARS OF EXPERIENCE
50+
TRANSACTIONS
200+
COMPANIES SERVED
“Simonson CFO brought structure and clarity to our financials at a critical stage of growth. We finally had visibility into our numbers and the confidence to make strategic decisions.”
“The level of financial clarity and reporting improved significantly. It gave us greater confidence in both the business and its leadership.”
“We had accounting in place, but no real financial leadership. Simonson stepped in, built the right systems, and gave us a clear path forward.”
Why Simonson CFO
Leadership Without the Overhead
Accurate & Timely Financials
Built for Scaling Companies
From Insight to Execution
Financial Discipline You Can Rely On
