Maximize Revenue & Profit with a Tech-forward CFO Team
Get the strategic thinking of battle-tested executives, enhanced by smart automation that frees you to focus on what matters most - growing your business.
Fractional CFO Strategy Solutions
- Trusted Partner to CEO / Founder
- Focus on Enterprise Value Creation
- Enhance People, Process & Technology
- Banking, Board, and Investor Relations
Everyday Accounting Solutions
- From Bookkeeping to Full-Cycle Accounting Department
- Enhance Internal Controls
- Robust Month Close Process
Transaction Services & Special Projects
- Capital Raising & Financing
- M&A / Sell-Side Advisory
- Software Cleanup & Implementations
- Interim CFO & Accounting Support
Who We Work With
Small Businesses
Professional Service Firms
Software Companies
Advertising Agencies
The Problems We Solve
CFO judgment without full-time expense
- Need for executive-level financial expertise to drive better results
- Cannot afford a full-time CFO, or capital just better deployed elsewhere
- Need sophisticated guidance beyond day-to-day bookkeeping
Growth decisions that require both data and wisdom
- Cash flow management during rapid growth
- Scaling financial operations efficiently
- Pricing strategy and unit economics optimization
Lack of timely financial visibility
- Lack of actionable financial insights
- Delayed or inaccurate financial statements
- Missing KPIs and performance metrics
- Need for better board/investor reporting
Strategic planning and execution gaps
- Absence of robust financial forecasting
- No clear path to profitability
- Limited scenario planning capabilities
- Disconnection between strategy and finances
Infrastructure weaknesses
- Inadequate financial systems, processes, controls
- Lack of documented financial SOPs
- Inefficient accounting operations
Capital event preparation
- Fundraising readiness
- M&A preparation
- Due diligence / Quality of Earnings support
- Valuation enhancement strategies
Our Executive Leadership Team
Ryan Anderson, MBA
CEO / Fractional CFO
Ryan, a seasoned C-suite executive, served as the full-time CFO of multiple high-growth companies before founding Capstone CFO. With over 20 years of experience in operations, finance, and accounting, Ryan has worked across 15 different industries. He holds an MBA from Georgia Tech and a BBA from Oglethorpe University.
Cheryl Frank, CPA
VP of Accounting Services
Cheryl leads the accounting division with over 13 years of expertise in financial operations, specializing in hedge funds, private equity, and mutual funds. Cheryl holds a BS in Accounting from the University of Southern California, where she developed a strong foundation in financial principles and practices.
Andrew Caldwell
Fractional CFO
Andrew is an accomplished finance executive with 15+ years of experience across multiple industries. He specializes in developing and executing profitable growth initiatives to help SMBs achieve transformational scale and enterprise value. Andrew earned his BS in Economics from Arizona State University.
Client Testimonials
“I engaged Capstone CFO because I was seeking a strategic financial advisor for my start-up company. This isn’t my first rodeo starting a company, and I know what it’s like to not have a strong financial partner. I am planning a seed round of funding to grow the company quickly; Ryan and his team have experience with Seed, Series A and B. In one conversation with Ryan, I knew I had found the perfect partner and advisor! Ryan cares about my business like it’s his own. No question is silly, and he readily shares his expertise when asked. It’s easy to brainstorm with him and his breadth of knowledge is superb! His communication skills are extraordinary, especially in difficult conversations. In a short amount of time, he’s become a trusted advisor. I feel blessed to have met him and look forward to many years working together.”
"We brought in Capstone CFO to provide strategic financial leadership when we weren’t ready for a full-time CFO. Ryan and his team delivered board-ready reports and clear cash flow visibility. Their insights guided smarter growth decisions and helped us prepare for our Series A raise. Working with them has transformed how we run our business."
"We engaged with Ryan Anderson at Capstone CFO at a pivotal stage of growth when our financial complexity had outpaced our internal systems. Ryan quickly became a strategic thought partner—not just tightening up our reporting, forecasting, and cash flow management, but helping us see the story behind the numbers. His ability to blend financial discipline with entrepreneurial insight has been transformative. We now have clarity, confidence, and the data we need to make smarter, faster decisions that drive profitability and scale. Ryan has become an indispensable part of our leadership team.”
"We began working with Capstone CFO as we were laying the financial foundation for our new consumer startup. Ryan and his team brought expert insight into structuring our cap table, setting up dynamic financial models, and guiding our 7-figure pre-seed raise. Their strategic support has given us the clarity, confidence, and financial rigor needed to attract investors and scale with intention. It’s been invaluable having seasoned CFO guidance at this early stage."
"Ryan and Capstone CFO have been integral in helping me grow my creative agency. Ryan is always 10 steps ahead and he genuinely cares about me and my company. I highly recommend Capstone CFO if you are looking for a fractional solution who genuinely cares about your success."
Our Core Process
Onboarding Process
- One-on-One Meetings with CEO and Leadership Team
- Deep Research on Business Model and Historical Performance
- 30-60-90 Day Prioritization Plan to Deliver Rapid Results
- Development of Robust Financial and Operational Reports
Ongoing Process
- Help Develop & Execute Strategy
- Drive Financial Performance
- Optimize People, Process, and Technology
CFO Plans Core Pro Enterprise
CFO Plans
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Tailored Onboarding Process to Your Business & Industry
Includes comprehensive reporting mapping to live QuickBooks Online Data
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CFO Financial & Management Reporting with Key Insights
24-7 Live Access to Historical and Forecasted Profit & Loss, Balance Sheet, Statement of Cash Flow, Working Capital, Financial Snapshot, and more
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Annual Budget Development by Key Revenue and Cost Centers
Base, Upside, and Downside Budgets by Key Revenue and Cost Centers
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Weekly Review and Updates to 13-Week Cash Flow Forecast
Review and Discuss Key Inflows and Outflows, Discuss Key Working Capital Decisions
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Annual Go-To-Market Strategy Development & Execution Plan
Mission, -Vision, -Purpose, Buyer Personas, Ideal Customer Profile, Pricing Strategies, Unique Selling Proposition, SWOT Analysis, Market Position Exercises, Organizational Design, and more.
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Exit Planning/ M&A / Capital Raising / Financing / Investor Relations
Comprehensive CFO Support Through All Types of Transactions
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Advances CFO Management
Executive Compensation Plans, Phantom Stock Option Plans, Sals Commission Plans, Equity Planning, Cap Table Management and Modeling, Tech-Stack Evaluations
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Weekly CEO/CFO Same Page Meeting
Review Interim Progress to Monthly and Quarterly Goals, Review Financials, Discuss Action Items
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Monthly CEO/CFO Finance Meeting
Review Financial Results from Prior Period, Quarter, Trailing 3-Month, Trailing 12-Month, and 12-Month Outlook
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Quarterly CEO/CFO or Leadership Team Growth Planning Executive Session
All-Day Quarterly Planning to Set Key Objectives to Achieve Annual Plan
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Priority, On-Demand CFO & VP of Finance Access
Daily CFO Expertise and Insights to Drive Key Business Decision Making
