Freeing you to do what matters for your business
Onsite and remote oversight of financial affairs for companies of all sizes.
Trusted industry experts since 1998
Most business owners and CEOs get bogged down by day-to-day operations. They get caught in issues to resolve or fires to put out. These take valuable time and resources away from growing and scaling the business. Don’t be like these business owners.
Fortify CFO is a specialty firm dedicated to clients who need onsite or remote CFO services to help oversee the financial affairs of a company without hiring someone full-time. While providing professional, creative, and consistent guidance tailored to your unique situations and goals, we help you maximize cash flow, reduce and mitigate risk, and much more.
Get the help you need. Free yourself to grow your business and focus on what matters.
Services Tailored To Your Situation
We focus on high-level factors such as strategy, planning, risk, growth, as well as day-to-day financial, operational, and accounting services. Services include but aren't limited to:
Strategic and Operational Planning
Cash Flow and Management
Forecasting and Planning
Risk Assessments and Mitigation
Profitability and Margins
Internal Accounting Team – Building, Growing, and Training
Timely Monthly Close and Meaningful Internal Financials
Financial Systems Setup and Improvement
Succession Planning and Exit Strategy
What To Expect
Get to know each other and learn about your goals and situation.
Make a Plan
Agree on the scope of work and ensure we are a good fit for each other.
Execute the plan together to achieve your goals with confidence and peace of mind.
David James, CPA
David is a CPA, Senior CFO Executive, Consultant & proven leader with demonstrated success at all levels, ranging from Big 4 public accounting, leading successful startup private and nonprofit entrepreneurial ventures, CFO & Corporate Controller positions, CFO consulting, business and individual tax expert and speaker.
He grew up in northeast Indiana and moved to Granville, OH in 1995 with his family where he still resides. He graduated summa cum laude from Huntington University with degrees in Accounting, Business Management, and Computer Science. He has been a CPA since 1987. Continue reading.