Paul Whitley
Founder and CEO
Decades of CFO leadership across capital raises, turnarounds, and operational restructurings.
Read bioAbout / The Team
One CFO is not a firm. We are.
Every engagement is led by a dedicated CFO and backed by a Senior CFO, supported by the full firm. These are the people who do the work.
Leadership
Jayson Potts
President and CFO
Advises clients on strategy, operations, M&A, and process improvement across every industry.
Read bioThe CFO bench
Adrian Lamberti
CFO
CFO and corporate controller across software, energy, healthcare, and financial services, in the USA and Europe.
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Carrie May
CFO and Controller
Twenty years of client leadership across financial reporting, operations, and business administration.
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Rusty Oesch
CFO
Three decades growing and sustaining shareholder value at companies from $1.5M to $2B.
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Gay Lyne Tarango
CFO and Controller
Senior finance leader across financial services, banking, real estate, and marketing.
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Janet Bradshaw
CFO
Turns data into action to improve revenue, lower cost, and increase EBITDA.
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Brian Berry
CFO and Controller
Former US Marine and controller with twenty-eight years guiding companies through unsettled markets.
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Priyanshi Jain
Accounting and Finance
Adaptable accounting and finance professional with cross-industry experience.
Read bioSpecialists
Sheila Rondeau
Marketing Director
Marketing executive who builds the foundations that let a company scale for growth.
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Holly Curtis
Dream Manager
Certified Dream Manager helping teams connect their work to the company mission.
Read bioThe extended bench
Behind every named CFO sits the whole firm.
Every engagement draws on the firm's full book of business: specialists in capital and transactions, reporting and dashboards, compliance, and a vetted network of bankers, attorneys, and partners. You hire one CFO. You get the bench behind them.
We are growing. If you are a senior CFO or controller who runs toward the storm, we would like to meet you.
See open roles →When your numbers tell the truth, your decisions get easier.
A 30-minute conversation. No deck. No prep. Just a clear picture of where you actually are, what is in your way, and what would change if your numbers started telling you the truth.
Book a Clarity Call