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-five years of fractional CFO and Controller leadership across financial reporting, operations, and business administration.
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Rusty Oesch
CFO, COO, and CIO
Three decades growing and sustaining shareholder value at companies from $1.5M to $2B.
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Gay Lyne Tarango
CFO and Controller
Controller and CFO with 35-plus years across equipment finance, credit unions, HVAC, title and escrow, mortgage technology, and real estate.
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Janet Bradshaw
CFO and Controller
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
Staff Accountant
Staff accountant providing end-to-end bookkeeping, monthly reporting, and compliance support for U.S. clients across industries.
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.
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Manisha Shivnani
Operations Coordinator
She keeps client onboarding, CRM, and executive support running smoothly for a distributed team.
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