Who We Serve

We work primarily with startups, small-to-mid-sized companies, entrepreneurs and real estate investors or developers who need strategic financial leadership without hiring in-house. If your business has growth potential, we can help you unlock it.

Cost-Effective Expertise

We help business owners, entrepreneurs, and growth-minded leaders translate financial data into powerful strategies. Whether you’re scaling, optimizing, or simply trying to make sense of the numbers, we make your financial picture work for you — not against you.

Better, faster business decisions backed by real numbers

Navigate growth, investment, or operational challenges with confidence

Get proactive guidance, not just historical reports

Free up your time to focus on leading your business

Why Fractional/Outsourced CFO Services Matter

Experience That Works for You

With decades of hands-on experience in accounting, finance, strategic business consulting and acquiring, optimizing and scaling multiple business and real estate ventures we’ve worked across industries — from startups building their first revenue stream to established companies scaling into new markets. Our expertise spans:

• Professional Services

• Real estate & Construction

• E-commerce & Retail

• Hospitality & service-based businesses

• Manufacturing & distribution

We understand the unique challenges that come with each stage of business — launching, growing, and optimizing — and tailor our approach to fit your exact needs.

Collaborative Approach

We work as an extension of your team, blending technical skill with real-world business insight. Whether you need bookkeeping support, financial oversight, or strategic guidance, we focus on making the process clear, efficient, and empowering.

Why it Matters

Our mission is simple: help you make better business decisions, faster.

By providing accurate, timely, and meaningful financial information, we give you the tools to plan confidently for the future.

Flexible solutions to meet your business where it is today — and get it where you want to go.

Tier 1

Essential CFO

Best for early-stage, lean teams needing baseline strategic oversight

• Financial review & analysis

• KPI development & monitoring

• Budgeting & forecasting

• Strategic planning sessions

Tier 2

Growth CFO

Best for early-stage/small businesses or businesses looking to scale

• Comprehensive financial modeling

• Fundraising or investment readiness

• Cash flow optimization

• Scenario planning & risk analysis

• Collaboration with your leadership team

Tier 3

Strategic CFO

Best for established companies or complex needs

• Full financial strategy ownership

• Board and investor reporting

• M&A strategy & due diligence

• Strategic partnerships and negotiations

• Long-term financial roadmap

Custom Engagement

For organizations that need short-term, high-impact CFO expertise, we offer custom support

• Fundraising readiness (financial models, investor reporting packages)

• M&A due diligence and integration planning

• Restructuring & turnaround consulting

• Exit strategy development

• ERP/financial system implementation oversight

Need Bookkeeping, Tax Preparation or Tax Planning support?

We have strategic partners we work with to provide the technical expertise necessary to meet all the needs of your business.

Key Benefits

Without

With

Disconnected financial data

Reactive decision-making

Wasted time on admin

Hidden inefficiencies

Clear, actionable insights

Confident, forward-looking strategy

More time to grow your business

Streamlined operations and systems

Click 'Get Started' to find out how Evrtrust can help your business optimize and scale