CFO ReStart

Mid-size companies often have accounting departments and CPAs in place, yet they still need to improve margins. CFO ReStart works alongside your staff to fill in the financial gaps holding your company back while optimizing processes and systems required for long-term success. Many entrepreneurs don’t have the bandwidth or budget for accounting, forecasting, or planning. Our specialists bring innovative business strategy, laser-sharp focus, and unflinching financial perspective to modern professionals, no matter where they are on their bookkeeping journey. Wendy was an amazing partner specifically when it came to getting our Mexico office off the ground. She and her team were extremely diligent, detail oriented and played an integral role in standing up our Finance and Accounting Operations. She went above and beyond to help us find solutions to new challenges we faced in the infancy of our new office and I am so grateful for her guidance and assistance. CFO ReStart is a consummate professional and great to work with. We have worked together on multiple business valuations and I have found Wendy to be very organized, responsive, and knowledgeable. She provided all of the information that I needed for the valuations on a very timely basis and was very responsive to all of my questions. We have many mutual clients that think the world of her financial services and can’t say enough good things about her. I highly recommend her financial services and I am very much looking forward to my next business valuation project with her. We have utilized CFO ReStart for the past 4 years. They have helped us develop our accounting operations to a very high standard and maintaining a high level of accountability. They have assisted us with several acquisitions during their tenure with us so far and they have been a valuable partner that has had a true impact on growing our topline revenue and bottom line profits. I would highly recommend them to anyone who needs these services. CFO Restart was a tremendous asset to the stability of our company. We have been fortunate to have grown a great deal in the last five years, and have discovered a new set of challenges and a necessary level of sophistication that we were just not prepared for. The CFO ReStart team did a deep penetration of our accounting works to find our errors and correct them. They also developed repeatable policies and procedures for my accounting team that are imperative for a company of our new larger size. CFO ReStart worked quickly, efficiently, and was judicious with their time. Coming out the other end, my comfort level is much greater on our financial health and compliance. When I was first referred to CFO ReStart, it was to help our company as a part-time bookkeeper. They did such an amazing job that as the company grew, our full time CFO and Office Manager had them spearhead all of our accounting and finance as well as HR and office management. As such, CFO ReStart is my go-to CFO and have assisted me with two other companies as CFO, accounting and finance consultant, filling in even eclectic roles like our facility security officer. CFO ReStart is unbelievably reliable and always gets the job done. You cannot go wrong if you get them on your team. We have been working with CFO ReStart to do some forecasting, budgeting, and investor reporting. They are great to work with, efficient, knowledgeable, and their approaches are quite effective. CFO ReStart works quickly and accurately, and always meets deadlines. I highly recommend them. I don’t think you should interview other CFO Vendors. CFO ReStart has done stellar work for other companies where I have recommended them. I think you would be hard pressed to find more hustle and competency for the dollar. I don’t believe they lock people into engagements so if for any reason it doesn’t work out or fit your needs, then you can move on. CFO ReStart has been a great help to our small business. We're a month in and we're already getting a clearer financial picture of our company, which is also helping us set a better course moving forward. It's also important to note that CFO ReStart has been helpful beyond the numbers, whether it's reviewing contracts, health plans or other related matters. Running a business is hard, but it's important, (and quite frankly a relief) to be able to turn to CFO ReStart to get the answers we've long needed to know. I have worked with CFO ResStart for almost two decades. They were an instrumental part of Altum’s executive team as the company grew to $14M in revenue. You won’t find a more loyal, hard-working, talented, and responsive company than CFO ReStart. They have the ability to wear multiple hats in an organization from operations, and finance to marketing, sales, and strategy. CFO ReStart can help any size organization. I have worked with CFO ReStart for eight years as a business associate/partner. CFO ReStart is great! They are very energetic and are always working to improve things they are involved with. Just recently they were able to connect me with a large real estate investor, whom I have been wanting to meet with. CFO ReStart is one of those companies who get things done and make things happen. I know CFO ReStart is completely devoted and focused. I sincerely think anyone who decides to work with them will be making a great decision. At CFO ReStart, your financial challenges are our bread and butter. We’re not joking when we say we love solving complex bookkeeping and accounting puzzles. In fact, we pride ourselves on painting clear financial pictures in the messiest of situations. We do so through truthful analysis, quantifiable insights, and good old-fashioned hard work. By teaching clients about the accounting tools and principles they need to be profitable, we can achieve long-term success no matter the industry.

Dan Nguyen
5 Star
As a small business owner I really appreciate the support and services CFO Restart offered me. Wendy and team are very responsive to my inquiries. The services were extremely easy to understand. They were able to quickly put together a plan for me and began work immediately after we gave the greenlight to proceed. I had frequent and consistent updates on our books. Their price point was great for me as a small business as we really have to pick and choose where we place our money to get the best bang for the buck. The best part is I was able to continue doing what I do best while leveraging her skilled team to come through with our bookkeeping requirements. Would highly recommend CFO Restart to other people looking for services that fall in their catalog.
Wednesday 8th May 2024

Ivonne Magdaleno
5 Star
CFO ReStart is an accounting lifesaver. Wendy is an outstanding professional who is well educated, knowledgeable, prepared, smart, and ready to take action. She is an entrepreneur with experience in creating new ventures and turning them into successful businesses. She is a leader who is kind, considerate, and caring. She listens to your situation and proposes a plan of action. We needed help with a catch up project and she assigned Hailey to work with us. Hailey is an excellent representation of Wendy. A great professional with a positive attitude who performs her job efficiently with great attention to detail. We love working with her. She is patient and listens with care. We feel blessed to have found Wendy and her team of professionals. We highly recommend her services for all small business owners who need professional accounting support and more.
Thursday 28th March 2024

Jack Marooney
5 Star
We've worked with a variety of team members at CFO ReStart, and they've consistently impressed with their attention to detail and commitment to quickly integrating with our team's needs. Wendy leads her organization with a "people-first" mentality, and it shows. Karen S. guided us through the incredibly labor-intensive PPP process, Lauren K. painstakingly rebuilt our Chart of Accounts, John F. supported us in a time of transition, and Hailey B. has most recently provided much-needed stability and accountability in our budget-related processes. We appreciate CFO ReStart!
Wednesday 31st January 2024

Susanna Chon
5 Star
Wendy and her team are excellent to work with. As a public accountant, I work with various companies and their outsourced accountants, and my experience with CFO Restart was nothing short of a 5 star review. Specifically, Karen, Nancye, and Karen had my client's books completely reconciled and clean, with minimal adjustments. They were responsive, intelligent, and professional, making the audit a very smooth process from start to finish!
Wednesday 6th March 2024

Mark Hibbard
5 Star
I am the CEO of a growing DoD tech company and CFO ReStart has been instrumental in helping us navigate growth, compliance, and process. Wendy and her team are smart, competent, and responsive. I can't imagine how we would have managed without them.
Friday 3rd May 2024