For successful growth and expansion, a company must first have strong financial foundations. Ill-kept bookkeeping, improperly organized filings, and lack of financial control minimizes opportunities for market development and obscures the financial well-being of an organization. Through CPA-led counseling, businesses can adopt better practices and implement new avenues of financial tracking.

Often a CFO consulting expert is viewed as one with experience as a Chief Financial Officer; 3 Leaf Financial considers them instead as a Comprehensive Financial Optimizer with professionally acquired experience. We provide businesses on the edge of growth an opportunity to expand and explore new financial gains by providing fractional CFO services and expert financial consulting.

3 Leaf Financial Group is comprised of a vast network of professionals from all industry backgrounds—enabling us to provide valuable insights and perspectives on a multitude of business fronts. Our team has addressed dozens of corporate concerns including advanced revenue planning, identifying tax advantages, insurance brokerage, and corporate restructuring.

Most entrepreneurs and business owners start their business with the intent to keep some of the money they earn, grow the business and produce even more revenue, and eventually make a true impact in their market category, thus establishing longevity to stay in business for the long haul. Consulting with a third-party Chief Financial Officer with decades of experience in a multitude of industries can help your business overcome revenue strains, enter new markets, and revitalize your current market presence.

Growing to the point of needing directive leadership is an exciting turning point for any business. Identifying the right CFO for your business aspirations is as important as the services you provide. Our fractional, or interim, CFO service provides you with a knowledgeable and experienced financial advisor who can aid you in gently transition your company where it needs to be for a full-time in-house CFO, all while strengthening your financial foundations and processes.