Your Outsourced Finance & Accounting Team

Grow confidently with a professional financial team backing you up.

More Than a Fractional CFO

CFOshare is your finance & accounting department

Traditional fractional CFO companies use a pool of 1099 contractors to service new clients. This creates inconsistent quality between contractors and limits the skillset you can access. For example, your fractional CFO may be good at accounting but poor at forecasting.

At CFOshare, our team of specialized, full-time W-2 employees work together to deliver superior results to your small business. That means you can expect industry best-practices from a range of experts whether it be a debt specialist, cost accountant, real estate guru, startup specialist, or pricing strategist.24/16

We customize our approach to fit your business

CFOshare does not force you to adopt our software or reuse an Excel model that does not fit your business. We meet our customers where they are at, preserving the useful tools they have invested in and improving ineffective tools with customized solutions that meet your standards of excellence.

We plan before we execute

Many accounting and bookkeeping firms are eager to dive in and start cleaning up your books. This process is both unpredictable and wasteful. We begin each accounting engagement with a Controls Study to get a lay of the land, map our approach, and avoid duplicating work.

We do not accept kickbacks, commissions, or referral fees

Many professional financial agencies make substantial revenue off commissions for products, referral fees from HR and insurance partners, and kickbacks from lending institutions. We refuse all these forms of commission to ensure we are aligned with the best interests of our client: you.

We invest in our employees and our community

Our management is dedicated to all stakeholders, especially our employees and our community. This means continuous education, regular volunteer mentorship, emphasis on work-life balance, progressive employee benefits, and donations to not-for-profit partners aligned with our mission.

Meet the Team
CFOshare team members as a conference table

Consistent Team of Experts

Accounting

Steve Walsh headshot

Steve Walsh

Controller

Steve Walsh

Controller

Whether your books need to be cleaned up, you want to improve your accounting, or simply maintain a reliable process, Steve can step in to manage your books. As a controller, Steve builds systems to ensure bookkeepers and accountants (yours or ours) deliver reliable and timely financials. Full Bio
Aaron Edwards

Aaron Edwards

Fractional Controller

Aaron Edwards

Fractional Controller

As a fractional controller at CFOshare, Aaron is ready to tackle it all: cleaning up the books from messy accounting, improving your accounting processes, or simply managing your bookkeeping team. Using his MBA, he becomes a well-rounded member of your team who is dedicated to accuracy. Full Bio
Andrew Paschetto headshot

Andrew Paschetto

Cost Accountant

Andrew Paschetto

Cost Accountant

Inventory, WIP, construction, percentage completion projects… some companies have challenging cash-flow and complex costing. Andrew is an expert at cost accounting. He will take complexity out of your data by building robust accounting procedures – giving you insight into your profitability and growth potential. Full Bio

Kay Trent

Senior Accountant

Kay Trent

Senior Accountant

Kay Trent is a highly experienced senior accountant with 14+ years of expertise in various accounting functions and is certified as a QuickBooks Online ProAdvisor, known for her problem-solving skills, adaptability, meticulousness, integrity, and reliability. Full Bio

Lan Jiao

Senior Accountant

Lan Jiao

Senior Accountant

Lan Jiao, with more than a decade of accounting experience, is a pro at setting up and ensuring the right accounting practices, collaborating seamlessly with teams to spot financial concerns, and taking the lead in conducting company-wide cost analyses, including inventory and overtime costs. Full Bio
Maria Aldape

Maria Aldape

Staff Accountant

Maria Aldape

Staff Accountant

Maria Aldape was the first Mexican staff accountant in CFOshare and has been in the company since 2021. Maria has an analytical mind and fantastic organizational and problem-solving skills; she works comfortably under pressure and delivers on tight deadlines. Maria graduated with a bachelor's degree in finance and accounting from the Universidad de Monterrey. Maria is an avid and excellent golfer and loves going to the beach. Full Bio
Cordelia Miguel

Cordelia Miguel

Staff Accountant

Cordelia Miguel

Staff Accountant

Cordelia Miguel has been a staff accountant on our accounting team since 2021. Cordelia works well under pressure and in a fast-paced environment and has strong multi-tasking and social skills. Cordelia holds a bachelor's degree in finance and accounting from the Universidad de Monterrey. Outside of her professional life, Cordelia enjoys working out and has had the opportunity to travel around the world. Full Bio

Andres Altamirano

Staff Accountant

Andres Altamirano

Staff Accountant

Andres maintains a high level of accuracy and is proficient when it comes to analyzing data and thinking critically as a Staff Accountant at CFOshare. He is a reliable team player and supporter of company goals. Full Bio

Mariale Lemmen Meyer

Staff Accountant

Mariale Lemmen Meyer

Staff Accountant

Mariale Lemmen Meyer is a well-trained staff accountant on our accounting team. She has a keen eye for detail, works well independently, and has adept organization and time-management skills. Full Bio

Isabela Tamayo

Staff Accountant

Isabela Tamayo

Staff Accountant

Isabela is a staff accountant who excels at multitasking, teamwork, and meeting deadlines, while also having a passion for travel. Full Bio

Sebastian Noyce

Bookkeeper

Sebastian Noyce

Bookkeeper

Sebastian is a detail-oriented and well-organized bookkeeper, who aims to further develop personally and professionally while contributing to accurate and timely reporting at CFOShare. Full Bio

Elda Tamayo

Bookkeeper

Elda Tamayo

Bookkeeper

Elda has a high degree of accuracy and attention to detail, she takes initiative, prioritizes and is excellent at meeting deadlines. Full Bio

Viola De Leon

Bookkeeper

Viola De Leon

Bookkeeper

Viola is a well-organized and systematic professional, with a high degree of attention to detail. Viola graduated in 2015 with a bachelor's degree in international relations from the Universidad De Las Americas Puebla. Full Bio

Admin & Strategy

LJ Suzuki headshot

LJ Suzuki

President

LJ Suzuki

President

Founder of CFOshare, LJ is a serial entrepreneur and expert in pricing strategy, business development, and cost of growth analysis. LJ knows from experience what it takes to grow a small business. Full Bio

Chelsie Kugler

VP of Business Development

Chelsie Kugler

VP of Business Development

Chelsie connects you to the services you need. As a new client champion, Chelsie uncovers where CFOshare fits into your organization and assemble the right team to grow your business. Full Bio
Fleming Headshot

Jake Fleming

VP Client Services

Jake Fleming

VP Client Services

Jake leads client service operations at CFOshare. As a veteran consultant and corporate FP&A professional, Jake knows financial best practices inside and out. He leads our diverse team of accountants, analysts, managers and CFOs to ensure you receive the best services. Full Bio
Beth Freestone headshot

Beth Freestone

Client Success Advocate

Beth Freestone

Client Success Advocate

Beth is your advocate at CFOshare. She will meet with you regularly to check in on the engagement, listen attentively to your feedback, and work with our team to ensure you receive the quality services you deserve. Full Bio

Adrian Martinez

Administration Manager

Adrian Martinez

Administration Manager

Adrian Martinez, administration manager, brings a wealth of expertise to the table, ensuring smooth operations, optimizing efficiency, and excelling in areas like budget planning, human resources, and customer service, all while showcasing a proactive attitude, strong leadership skills, and exceptional communication abilities. Full Bio

Daniela Alanis

Administrative Assistant

Daniela Alanis

Administrative Assistant

Daniela is a skilled multitasker with exceptional communication and a positive attitude, dedicated to providing support to managers and employees, managing general office tasks, and meeting the needs of others. Full Bio

Finance

Matt Draymore headshot

Matt Draymore

Fractional CFO

Matt Draymore

Fractional CFO

When facing a highly uncertain situation, call in an expert. Matt can map out the risks, substantiate the unknown, and help you turn mystery into a solid business strategy. His expertise is essential for your startup, major pivot, acquisition, or move into a new vertical. Full Bio

Rahim Kanji

Fractional CFO

Rahim Kanji

Fractional CFO

Rahim Kanji is a seasoned accounting and financial management professional with over 22 years of experience, known for his expertise in driving growth, enhancing efficiency, implementing financial controls, and demonstrating strong leadership and communication skills. Full Bio
Kyle Carter headshot

Kyle Carter

FP&A Manager

Kyle Carter

FP&A Manager

Kyle is a strong finance professional with a demonstrated ability to grow enterprise value through advanced financial analytics, performance backed change recommendations, and comprehensive M&A/business case proposals. Full Bio
Angie Ellingson

Angie Ellingson

Financial Analyst

Angie Ellingson

Financial Analyst

Angie is a Junior Analyst on the FP&A team and brings a fresh perspective to challenging problems. She believes in the power of data in strategic decision making. But Angie’s true value is her skill of asking the right questions to analyze business challenges and reframe problems into opportunities. Full Bio

Francisco Contreras

Financial Analyst

Francisco Contreras

Financial Analyst

Paco is a Financial Planning & Analysis analyst with expertise in budgeting, forecasting, strategic planning, business consulting, market analysis, cash flow projections, and financial risk management modeling. Full Bio

CFOshare is committed to recognizing the inherent worth and dignity of all people, without regard to race, age, creed, gender, or identity. We firmly believe that people who are respected, heard, treated and advanced equitably in our business perform their work with greater commitment and brilliance. We seek to promote diversity in our team which spreads across the U.S., Mexico and Canada, and to increase understanding of the cross-border, social and historical realities which make an emphasis on diversity a necessity.

CFOshare strives to extend our impact by empowering all business owners and employees to make great decisions through sharing our financial and accounting expertise. This expertise is heightened by the diversity of views, experiences, and perspectives each of our team bring to bear in our client relationships.

Industries We Serve

Distribution

Consumer Packaged Goods

Transportation

SASS

Manufacturing

Professional Services

Real Estate

Food & Beverage

Internet of Things

AgTech

MedTech

Cannabis

Forensic Accounting

Construction

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