Most Recommended CFO Consulting Services Experts

I am the Founder & CEO of K9 Activity Club, a premier pet care facility dedicated to providing safe, enriching, and high-quality boarding, training, and daycare services. With over 10 years of experience in business leadership and operational excellence, I have built a company that prioritizes both the well-being of pets and the trust of their owners. As a PACCC (Professional Animal Care Certification Council) CPACO-certified professional and an AKC CGC Trainer/Evaluator, I am committed to upholding the highest industry standards in pet care. In addition to my work in the pet care industry, I am the co-owner and CFO of NAVI Appliance Repair and Betsy’s Moving, a woman-owned business specializing in senior moving services. My passion lies in creating exceptional experiences for clients—whether it’s in pet care, home services, or business operations—while also supporting local economies through entrepreneurship and small business development.

I’m Peter Lai, the Chief Financial Officer at Engage Wellness. I oversee all aspects of the company’s financial management, providing strategic direction to teams in accounting and controls, financial planning, tax, treasury, and investor relations. My role involves partnering with business leaders to execute strategies that drive profitable growth. With over 20 years of financial management experience, I’ve held leadership roles in diverse industries. Before joining Engage Wellness, I served as the CFO for Haven Health Management, specializing in clinical, medical, and psychiatric care for substance use and mental health disorders. I’ve also held financial management positions at Lenovo and ADT Security Services. I earned a bachelor’s degree in accounting and an MBA from Nova Southeastern University.

For over 30 years, Jim has been a change agent in the nonprofit and public sectors. Just recently, he finished his 7th interim executive position. Jim was the Interim CEO of the Yerba Buena Center for the Arts, a visual and performing arts center in the heart of the cultural and convention district of San Francisco. There, he helped reduce a projected $4M deficit to $600k surplus and built back trust with the staff after a major public relations crisis. Previously, Jim was the Interim CEO of Downtown Streets Team, a nonprofit rated as one of California’s top five evidence-based best practices in transitioning the homeless to self-sufficiency. Over 18 months, he turned an $800,000 deficit into a $500,000 surplus while also paying off a third of their debt. Previously, he served as the interim executive director of five other nonprofits. His additional positions include acting as the Chief Communications Officer for the American Red Cross in Colorado, the interim Chief Operating Officer for More than Me (an international nonprofit for girls in Africa), and the Chief External Relations Officer for the Minnesota Zoo. In addition to his nonprofit work, Jim is passionate about good government. Jim was the VP of Strategy at CivicMakers, a San Francisco government innovation consultancy. There, he co-facilitated a three year strategic roadmap for the City of Hayward and designed process improvements for over 40 internal procedures for the City of Berkeley. As a 2014 Humphrey School Policy Fellow, 2013 White House Innovation Fellow finalist, and winner of the 2012 Minnesota Idea Open, he has been recognized for excellence within the public sector. Jim holds a master’s degree in public policy from Duke University and a bachelor’s degree in political science and communications from the University of Pennsylvania.

I help Product based business owners reduce their time spent in managing finances ✡ Virtual CFO & Controller ✡ Added over 100M in bottomline of 500+ CPG businesses ✡ Focus on Custom Solutions using Technology

I’m Cristy Verdeja Zaldívar—a strategic communications and marketing leader with over 15 years of experience transforming how brands connect, grow, and lead. As CEO of Pointe Connect, I consult for companies across industries—from nimble startups to global Fortune 500s—offering high-level strategy rooted in clarity, creativity, and results. I specialize in diagnosing challenges, crafting messaging that resonates, and building marketing and communications frameworks that drive real business impact. Known for my sharp instincts and innovative thinking, I’m the person teams call when they need to elevate their brand, reset their approach, or navigate complexity with confidence. My expertise spans corporate communications, PR, digital strategy, crisis and issues management, and multicultural marketing. I’ve advised industry giants, led global campaigns, and built cross-functional teams that deliver. I’m a bilingual storyteller (English/Spanish + conversational French) with a global mindset and a deep belief in the power of connection. Whether I’m guiding an executive team or rolling up my sleeves with a small business owner, I bring vision, structure, and momentum to every engagement.

I'm the Chief Financial Officer of Soba New Jersey, where I manage key areas of the business, including sourcing, market and site feasibility, financial analysis, deal structuring, negotiations, equity raising, investor relations, licensing, rezoning, and collaborating with architects on new construction and renovations. I’ve led complex real estate transactions in prime markets like New York, New Jersey, and South Carolina, with successful projects such as the Coastal Carolina University student housing development, a 60,000 SF industrial warehouse in Wayne, NJ, and multiple community facility daycare leases in NYC. Additionally, I co-launched Soba New Jersey, a luxury detox center dedicated to providing individualized, holistic inpatient and outpatient behavioral health programs. My career has centered on identifying high-growth opportunities, particularly for businesses in transitional phases like M&As and IPOs, and my leadership has been instrumental in Soba New Jersey’s growth and success.

Adam Czeczuk is the Head of Consulting Services at Think Beyond, specializing in Salesforce platform implementations across industries such as education, automotive, finance, and IT services. With over a decade of experience in business development, team leadership, and project management, Adam has a strong track record of driving business growth and delivering scalable solutions. Adam holds 15 Salesforce certifications, along with Scrum Master and ITIL Foundation. His expertise lies in aligning Salesforce solutions with business objectives, leveraging AI to enhance customer experiences, and managing complex software projects. Adam’s leadership is centered on building teams and optimizing processes to achieve long-term success.