Who we work with

Who we work with

We support companies at every stage – from early startups to those preparing for a sale. Our clients span both for-profit and nonprofit sectors and include founder-led, family-owned, VC/PE-backed, and privately held businesses. No matter the structure, they all want the same thing: a trusted financial partner so they can stay focused on growing their business.

What’s keeping you up at night?

We get it, running a business comes with its fair share of challenges. Here are some of the pain points clients engage us to solve.

Is my business healthy?

  • Limited financial visibility
  • Unstable cash flow
  • Messy or outdated books
  • Investor reporting pressure
  • No KPI/metrics tracking

Where are we headed?

  • Financial forecasting & budgeting
  • Exit Strategy
  • Acquisition support
  • Rapid growth challenges
  • Lack of financial leadership

How do we get there?

  • Insufficient systems and tools
  • Financial dashboards
  • Cash to accrual conversion
  • Equity or debt raise
  • Product or market launch
  • Cross-functional project help
  • Audit or diligence prep

Trusted by

hula

engageCFO has been an invaluable partner in strengthening Hula’s financial sustainability and supporting our operations. As an extension of our finance team, their expertise and hands-on approach have provided us with the efficiencies needed to scale our impact. We highly recommend their team to any organization looking to add both strategic and tactical financial capacity to the team. They are our first call when companies working from Hula are looking for responsive partners to help solve the financial challenges in front of them

Lucia Campriello
, CEO, Hula
JHCapital

I’ve had the professional (and personal) pleasure of working with Cherian Philip for a decade. Cherian proved to be an invaluable resource to me as we dealt with numerous business challenges. His grasp of all matters that were financially related was a given. Cherian’s unique blend of integrity, work ethic and emotional intelligence added a dimension that is hard to quantify. I know firsthand that he has carried these attributes into “enagageCFO”. If you have a small company that cannot afford a full-time CFO….engageCFO is a very very good solution.

Jim Crook
, Principal, JHCaptial
Diality

engageCFO has been a trusted partner, providing the financial insight and support we need to navigate the challenges of building a startup and scaling effectively.

Osman Khawar
, CEO, Diality
LendSpark

engageCFO has been an invaluable partner in managing our fractional accounting needs for over four years. Their team consistently demonstrates a high level of reliability, expertise, and professionalism. They have provided timely and effective solutions to our accounting challenges, enabling us to streamline our operations and improve business performance. We greatly appreciate their ongoing support and commitment to our success.

Todd Stichler
, Founder, LendSpark
Jackrabbit

For several years running now, we value the great work that engageCFO does for JackRabbit Mobility.  engageCFO’s services for us have spanned from general accounting to strategic financial advising and in all cases and at all levels, the engageCFO team has reliably executed and is great to work with.

Jason Kenagy
, CEO, Jackrabbit
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