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YOUR FRACTIONAL C-SUITE TEAM

About Us

C-Suite Support Inc. is a faith-based consulting firm specializing in financial strategy and growth for small and mid-sized businesses. We believe that every organization can benefit from having a CFO and Controller to help achieve their goals. Our team of experienced professionals provides the financial expertise and support needed to elevate your business.

 

We understand the critical role of a strong financial foundation in driving business success. Whether you need assistance with profitability, financial consulting, mergers and acquisitions, financial strategy, raising capital, or financial efficiency, let us help you reach your goals today with our comprehensive CFO services.

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Our Story

At C-Suite Support Inc, we strive to provide small and mid-sized companies with access to qualified CFOs and finance professionals. Our team is led by Paul Whitley, who built a North Texas C-Suite Support networking community over the past 15 years, and is committed to helping smaller companies leverage the expertise of seasoned executives who would typically serve larger firms.

Paul has taken this community and built the foundation of C-Suite Support. Over the past 2 years, the company has grown to serve over 60 clients with excellent growth-based consulting services. Our consultants have a wealth of knowledge and experience in the finance and accounting industry, and are here to help you navigate the complexities of financial management. We are committed to helping our clients reach their goals and maximize their potential.

FOUNDER & CEO

Paul Whitley

On-demand CFO & Senior Strategist

Paul is a hands-on Finance and Operations leader with extensive experience in strategic planning, turnaround management, business development, marketing, and working with the Board of Directors. He is a driven strategic thinker with an entrepreneurial spirit and has an established record of success in growing and sustaining shareholder value with large ($5B) and small ($1.5M) companies.

He is a transformational executive providing strategic financial and operational management leadership that helps the C-Suite team create successful growth and exit transitions for our clients.

Under Paul's leadership, C-Suite has built a team that can help your business grow. Paul is focused on helping each of our C-Suite members on strategy and projects for each client. He also hosts C-Suite networking events and his signature CEO Talks which you can find here.

READ MORE HERE

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Paul Whitley CFO

Team Members

Jayson Potts, President

Jayson Potts, President

CFO, Recruiting Specialist

A seasoned professional with expertise in accounting, finance, project management and systems to help advise our clients on strategy, operations, organization, M&A, IPO and Business process improvement across all industries. Using his innovative and customized solutions, he often finds money that more than offsets his costs . In fact, over the last decade, he has saved his clients more than $8 million dollars that they have been able to invest in other key initiatives or capital projects.

Bob Fox

Bob Fox

CFO

CFO that loves maximizing business growth and profitability exponentially. Bob is a strategic Fractional CFO and Transformational Technology Leader with extensive experience in accelerating growth, creative problem solving, operations management, mentoring and training. He has a real passion for helping both large and small companies’ setup and implement financial, operational and digital transformation initiatives that improve processes, reduce expenses and drive bottom-line profits.

Wendy Pritchett

Wendy Pritchett

Controller

Wendy Pritchett is an accomplished finance and accounting executive with a rich background in scaling businesses and advancing growth through strategic fiscal decisions. Based in Texas, Wendy's prowess in financial planning, analysis, strategic and capital planning, and budgeting is evident from her successful track record. She has demonstrated exceptional skills in business process improvement, SEC reporting, compliance, and financial modeling, team management and oversight, making her a versatile leader in fast-paced environments.

Kim Lloyd

Kim Lloyd

Sr Accountant

Kim is a highly experienced Sr level accounting professional with extensive project work across industries and company sizes. Her additional to C-Suite Support brings our clients an accounting team leader with a "get it done" attitude. She can provide excellent project leadership to get difficult projects complete in a timely manner.

Adrian Lamberti

Adrian Lamberti

CFO

Adrian is an experienced CFO/Corporate Controller in the software, oil & gas, healthcare, engineering, financial services and hospitality sectors in both the USA & Europe. Skills include: Finance Management, both for SEC and private companies, technical accounting research, US GAAP, IFRS and SEC reporting standards, major business restructuring and
M&A projects.

Don Bell

Don Bell

CFO

Don is a data-driven financial strategist with a strong track record of improving financial visibility, driving operational efficiency, and implementing scalable solutions for businesses. With deep expertise in financial modeling, debt restructuring, and business growth strategies, Don partners with companies to enhance profitability and long-term success.

Brian Berry

Brian Berry

Controller & Cigar Aficionado

Controller, financial professional and former US Marine with extensive accounting expertise and ability to manage complex projects. Brian works across many accounting software platforms to consolidate and bring data into focus for executive teams. His work ethic and bushy beard bring a one-two punch to our team. Brian is also the owner/operator of The Smoking Lamp Cigar Lounge in Allen, TX where you may find him working from his laptop from time to time!

Holly Curtis

Holly Curtis

Dream Manager

Holly is a certified Dream Manager and her expertise in this field brings our clients an opportunity to implement the program to build a better culture and provide a proven solution to employee success and happiness.

Carrie May

Carrie May

CFO

Carrie is a CFO/Controller with over 20+ years of direct client management in all levels of financial reporting, operational growth, strategy planning and team development. Experience across multiple industries including non-profit, insurance, and privately owned businesses wanting improved financial and operational efficiencies, liquidity assessment and planning or identifying other areas of revenue generation. My goal is to help business owners understand their business and integrate solutions to achieve their goals.

Rusty Oesch

Rusty Oesch

CFO

Rusty is a strategic Fractional CFO and Technology Leader with extensive experience in creative problem-solving, operations management, coaching, mentoring, and training. He’s a Servant Leader with a real passion for helping both mid-size and small companies set up and implement financial, operational, and digital transformation initiatives that improve processes, reduce expenses, and drive bottom-line profits. Rusty is a CPA, with degrees in Accounting, and Computer Information Systems from Baylor University.

Mary Martinez

Mary Martinez

Controller

Visionary Controller with over 20 years of extensive expertise in accounting and financial operations, specializing in strategic planning and ISO 9001:2015 compliance. Expert in asset control and career planning, committed to driving growth and innovation in dynamic business environments. Excels at leveraging deep knowledge of accounting systems to enhance organizational performance.

Isabela Velasco

Isabela Velasco

Marketing Director

Isabela is a Strategic Communication Management Professional with broad expertise in Marketing, Corporate Communications, and Content Development. She's passionate about leading teams and organizations to engage with their stories to create successful communication campaigns.
In her 17 years of experience, Isabela has successfully deployed Marketing campaigns on digital and traditional media for Software development, Nearshore services, and Solar technology among other industries.

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© 2024 by C-Suite Support, Inc. - Dallas Fractional CFO, LLC

Fractional CFO, CXO, and Growth Strategy  |  Dallas, Texas

 
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