For Owner-Operators, PE-Backed Companies & Non-Profits

Fractional CFOs, Controllers, & Accounting Staff.

One team: a CFO to lead, a Controller to run the close, and staff to do the work. Most engagements start with the Financial Discovery Assessment, or with an interim when a CFO or Controller leaves.

Talk to Us

Tell us about the business and we’ll be in touch to talk through what your finance function needs next.

Inc. 5000 medallion

An Inc. 5000 Fastest-Growing Private Company for two consecutive years.

You May Recognize Some of This

The numbers should tell you where the business stands.
When they don't, decisions get made in the dark.

"We're growing fast — but I have no idea if we're getting more profitable or just more busy."

"Our Controller just gave notice. I don't have a plan and I don't know where to start."

"I find out about cash problems when they're already problems. I don't trust the numbers I have."

"Something happened and the business took a hit. Now I need to get back on solid ground — fast."

Rapid growth, a sudden disruption, or losing a key person — at some point the numbers stop giving leaders the insight and outlook they need to make timely decisions and lead with confidence. That's when they call us.

Most businesses outgrow their finance function before they realize it's happened.

Vessel Advisors is a fractional CFO and Controller firm since 2017. We serve owner-operators, PE-backed companies, and non-profits — financial leadership, proven systems, and the staff to get the work done.

We come in, learn the business, build what's missing, and stay until it runs. We work alongside and partner with your existing team — mentoring, developing, and filling the gaps — so leadership gets the numbers and insight they need to move forward with confidence.

Whether the business is scaling, recovering, integrating an acquisition, or preparing to sell, we bring the finance function each stage requires.

About Vessel Advisors
85+
US-Based Team Members
390+
Successful Client Engagements
$75MM+
Dollarized Savings Passed to Clients
$12.4MM+
In Identified Value Across Recent Engagements

Our Services

The Right Finance Leadership.
Right-Sized for Your Business.

Most engagements begin with a Financial Discovery Assessment — a structured diagnostic that reveals where your finance function stands today and what it needs to become to support where you're taking the business.

Fractional CFO, Controller & Accounting Services

Fractional CFO & Controller Services

An on-time monthly close. Cash visibility weeks out. Reporting leadership can actually use. Financial leadership that keeps up with the business — without the cost of full-time hires at every level.

Interim Financial Leadership

Interim CFO & Controller Services

Lost your CFO or Controller? We put an experienced interim in the seat — covering the close, bank covenant reporting, and lender communication while you hire.

Go Slow Now So We Can Go Fast Later

Financial Discovery Assessment

A structured, deep-dive diagnostic that shows exactly where your finance function stands today and what is needed to support where you're taking the business.

The CFO Power Team — You Don't Get One Person. You Get the Resources and Team You Need.

CFO. Controller. Staff Accountants. Every role working in its lane, under senior oversight. The right person doing the right work — at the right cost.

See How It Works

Our Diagnostic Approach

We Don't Prescribe Before We Diagnose.

Before we prescribe anything, we need to understand where you are. The Financial Discovery Assessment is a structured diagnostic across your systems, processes, and people — built across hundreds of engagements, not one person's judgment applied to your situation.

The output is a prioritized action plan with dollarized findings, a phased project timeline, and a specific team recommendation.

Start With the Assessment

What Clients Typically See

Leadership gets numbers it can run the business on.

  • A monthly close that happens on time — every time
  • Cash flow visibility weeks out, not days after the fact
  • Reporting leaders can read — and use to run the business
  • A finance team operating ahead of the business, not chasing it

Proprietary Tool

Financial Heat Map System

Every assessment produces a prioritized heat map of findings — identifying hidden inefficiencies, financial risks, and dollarized savings opportunities. Your business seen through the lens of a seasoned CFO and financial team.

Client Stories

What It Looks Like When It Works.

Our clients describe Vessel Advisors team members as trusted partners — people who show up, own the work, and change what finance looks like for their businesses.

"Vessel Advisors turned our financial chaos into clarity. They're the partner every growing business needs."

Chad Gniffke

Owner, BRITECITY — IT Services

"Having a Vessel Advisors CFO on our team has truly elevated our organization's performance. I have complete confidence and security reporting to our board."

Regan Phillips

CEO, CASA of Orange County — Non-Profit

"I thought strategic financial insights were a 'nice to have' — but now I couldn't even put a price on that piece. It's been excessively valuable."

Adam Beamish

President, Mark Beamish Waterproofing — Construction

E-Commerce – Rapid Growth

Cash Basis at $10M. Five Years From a $100M Exit.

E-commerce startup on cash basis accounting facing $100M exit window. How accrual conversion & financial controls accelerated exit readiness.

Read the Full Story

Get Started

Ready to know where your business stands?

Start with a Financial Discovery Assessment. You'll get a clear picture of your finance function, a prioritized action plan with dollarized findings, and a team ready to execute it.

A Conversation Comes First

We talk through where the finance function is falling short and which roles would close the gap.

The Assessment Stands on Its Own

Scope is confirmed with leadership at kickoff, and you keep the full plan to execute with us, with another firm, or with your own team.

Urgent Situations Welcome

Lost your CFO or Controller? Tell us, or call. Our interim CFO and Controller practice exists for exactly that.

Prefer to talk directly?

866-324-4473 [email protected]

Talk to Us

Share what's happening and we'll be in touch to set up a conversation.