Welcome to

Chief Financial
Partners

  • Tax Savings
  • Actionable Insights
  • Customized Financial Plans

Why Choose Chief Financial Partners

Founded in 2021, Chief Financial Partners was created with a singular mission: To help small businesses increase cash flow, profit, and valuations through exceptional financial guidance. Our team of 12 accountants, bookkeepers, and fractional CFO’s, and business coaches is united by a commitment to providing outstanding client service. We are dedicated to delivering timely and accurate accounting data and using those insights to help small businesses grou in a financially sustainable way.

What sets us apart

Dedication to Small Businesses

We are deeply committed to helping small businesses thrive and succeed. Your success is our priority.

Specialized Teams

With over 12 staff members, we offer expertise across the financial spectrum—from financial analysis to payroll, personal income tax and sales taxes. We’re large enough to handle all your needs, yet small enough to provide personalized care.

Unparalleled Experience

Our team comes from the world of high finance, with experience in consulting for the world’s largest companies, private equity, and corporate finance. The advice you receive is the same high-level guidance top CEOs rely on.

How our services can help you

If any of the following statements resonate with you, it might be time to consider our services!

  • Your business is doing well, but you’re unsure how to boost growth and profitability.
  • Your business is facing losses, and you need guidance to turn it around.
  • Your revenues are growing, but expenses are growing just as fast or faster.
  • You’re planning to sell your business within the next 2-5 years.
  • Your business is consuming too much of your time and you need a better work-life balance.

Industries We Serve

Food & Beverage

Construction & Trades

E-Commerce

Retail

Manufacturing

Auto Repair

Software & Technology

Medical

What Our Customers Say About Us