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.
Consistent Team of Experts
Accounting
![Steve Walsh headshot](https://cfoshare.org/wp-content/uploads/2022/05/walsh.jpg)
Steve Walsh
Controller
Steve Walsh
Controller
![Aaron Edwards](https://cfoshare.org/wp-content/uploads/2021/10/edwards.jpg)
Aaron Edwards
Fractional Controller
Aaron Edwards
Fractional Controller
![Andrew Paschetto headshot](https://cfoshare.org/wp-content/uploads/2022/05/paschetto.jpg)
Andrew Paschetto
Cost Accountant
Andrew Paschetto
Cost Accountant
![](https://cfoshare.org/wp-content/uploads/2023/10/Trent-Kay-scaled-1.jpeg)
Kay Trent
Senior Accountant
Kay Trent
Senior Accountant
![](https://cfoshare.org/wp-content/uploads/2023/10/Jiao.jpg)
Lan Jiao
Senior Accountant
Lan Jiao
Senior Accountant
![Maria Aldape](https://cfoshare.org/wp-content/uploads/2021/10/aldape.jpg)
Maria Aldape
Staff Accountant
Maria Aldape
Staff Accountant
![Cordelia Miguel](https://cfoshare.org/wp-content/uploads/2021/10/miguel.jpg)
Cordelia Miguel
Staff Accountant
Cordelia Miguel
Staff Accountant
![](https://cfoshare.org/wp-content/uploads/2023/10/andres.jpg)
Andres Altamirano
Staff Accountant
Andres Altamirano
Staff Accountant
![](https://cfoshare.org/wp-content/uploads/2023/10/maria-Lemmen.jpg)
Mariale Lemmen Meyer
Staff Accountant
Mariale Lemmen Meyer
Staff Accountant
![](https://cfoshare.org/wp-content/uploads/2023/10/Tamayo-Isabela-scaled-1.jpg)
Isabela Tamayo
Staff Accountant
Isabela Tamayo
Staff Accountant
![](https://cfoshare.org/wp-content/uploads/2023/10/Noyce-scaled-1.jpg)
Sebastian Noyce
Bookkeeper
Sebastian Noyce
Bookkeeper
![](https://cfoshare.org/wp-content/uploads/2023/10/Tamayo-Elda-scaled-1.jpg)
Elda Tamayo
Bookkeeper
Elda Tamayo
Bookkeeper
![](https://cfoshare.org/wp-content/uploads/2023/10/DeLeon-Viola-headshot.jpg)
Viola De Leon
Bookkeeper
Viola De Leon
Bookkeeper
Admin & Strategy
![LJ Suzuki headshot](https://cfoshare.org/wp-content/uploads/2018/08/suzuki_headshot.jpg)
LJ Suzuki
President
LJ Suzuki
President
![](https://cfoshare.org/wp-content/uploads/2022/03/chelsie.jpg)
Chelsie Kugler
VP of Business Development
Chelsie Kugler
VP of Business Development
![Fleming Headshot](https://cfoshare.org/wp-content/uploads/2020/09/Fleming-scaled-e1601442953246-1.jpg)
Jake Fleming
VP Client Services
Jake Fleming
VP Client Services
![Beth Freestone headshot](https://cfoshare.org/wp-content/uploads/2022/05/freestone.jpg)
Beth Freestone
Client Success Advocate
Beth Freestone
Client Success Advocate
![](https://cfoshare.org/wp-content/uploads/2023/10/Adrian-Martinez-Headshot-scaled.jpg)
Adrian Martinez
Administration Manager
Adrian Martinez
Administration Manager
![](https://cfoshare.org/wp-content/uploads/2023/10/Alanis-scaled-1.jpg)
Daniela Alanis
Administrative Assistant
Daniela Alanis
Administrative Assistant
Finance
![Matt Draymore headshot](https://cfoshare.org/wp-content/uploads/2018/08/draymore_headshot.jpg)
Matt Draymore
Fractional CFO
Matt Draymore
Fractional CFO
![](https://cfoshare.org/wp-content/uploads/2023/10/Kanji-Rahim.jpg)
Rahim Kanji
Fractional CFO
Rahim Kanji
Fractional CFO
![Kyle Carter headshot](https://cfoshare.org/wp-content/uploads/2022/04/carter.jpg)
Kyle Carter
FP&A Manager
Kyle Carter
FP&A Manager
![Angie Ellingson](https://cfoshare.org/wp-content/uploads/2021/10/ellingson.jpg)
Angie Ellingson
Financial Analyst
Angie Ellingson
Financial Analyst
![](https://cfoshare.org/wp-content/uploads/2023/10/Paco-Headshot-scaled-1.jpg)
Francisco Contreras
Financial Analyst
Francisco Contreras
Financial Analyst
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.