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Financial Management & Strategy

CFO Consulting & Advisory

CFO Consulting & Advisory
Forecasting Planning, & Analysis (FP&A)

Strategic Financial Leadership on Demand

Tarsus has over 20 years of experience offering comprehensive fractional CFO and accounting services tailored for startups, early-stage, emerging, and lower-middle market companies growing.

Our fractional CFOs can be engaged on a flexible basis that works for your business. We offer services in:

  • Financial strategy
  • Financial leadership
  • Systems analysis
  • Operational optimization
  • Back-office development, mentoring, and support

This role is crucial for businesses that need expert financial guidance but don’t have the requirements or desire to hire a full-time CFO. We address complex financial management challenges by offering stage of company and industry-specific, forward-looking advice. This approach is invaluable for companies that require high-level financial strategy and operational optimization on a flexible basis, providing a cost-effective solution to access expertise typically found in a full-time internal finance team.

Our CFOs enable businesses to overcome obstacles and advance strategically, all while maintaining financial health and stability.

CFO Consulting & Advisory Benefits

Cost-Effectiveness

By outsourcing this high-priority position, companies can access top-tier financial expertise without the expense of hiring a full-time CFO, reducing overhead costs.

Strategic Financial Leadership

Tarsus provides high-level financial strategy and guidance, helping your business make informed decisions that align with your long-term goals.

Enhanced Financial Analysis & Reporting

Tarsus offers in-depth analysis of financial data, providing critical insights that drive your business success and growth.

CFO Consulting & Advisory FAQs

Providing critical support in due diligence, financial valuation, deal structuring, and post-merger integration, ensuring a smooth and financially sound M&A process.
Yes, they bring expertise in crisis management, guiding cost reductions, cash flow management, and strategic pivots to navigate financial hardships.
Yes, by identifying opportunities, margin improvement and cost reduction areas through detailed financial analysis and strategic initiatives, the Tarsus team can directly contribute to enhanced profitability.
By analyzing your company’s debt structure, advising on restructuring options, and assisting in negotiating terms to improve the company’s financial health and capital structure.
Yes, Tarsus’ team provides valuable insights and strategies for exit planning, including business valuation, preparing for sale, and succession planning.
Our CFOs have years of experience and are very comfortable playing a critical role in investor relations. This includes communicating financial performance, offering strategic planning advice, and addressing investor queries.
Yes, they can guide the digital transformation of financial processes and implement modern financial systems to improve efficiency and accuracy.
As a team with diverse industry experience, Tarsus can provide tailored financial strategies and solutions that address specific challenges of different industries.
At Tarsus, we leverage our experience and networks to strengthen relationships with banks and financial institutions, often securing better financing terms and credit facilities.

Talk to a Tarsus Expert

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John Longan

Vice President, Placement

John joined Tarsus in 2007 and, when not working as a fractional CFO, he leads our CFO recruitment and development program. He is a senior executive leader whose skills are financially focused and operationally grounded. With over thirty-five years of experience, John searches out unique and innovative solutions to problems in areas that include financial modeling, analysis and planning, financial reporting, performance improvement, technical reporting solutions, stakeholder communications and change management.

Past experiences include various finance and accounting positions with Accenture and Sprint Corp. Before Accenture, John was a commodities trader on the floor of the Kansas City Board of Trade where he was a pioneer in computer-based models for trading. John has a BA in Finance from the University of Nebraska.

Mario Curci

Partner, Tax & Credit Services
Mario has spent over 20 years in senior financial leadership roles, where he consistently and measurably transformed the finance and accounting functions into a competitive advantage. Mario utilizes the same core values and skills that made him successful in his executive positions throughout his corporate career with the firm’s clients today.
These skills have translated into a prestigious career of founding successful startups, generating millions of dollars in revenue and cost savings, and leading numerous M&A Transactions on both the buy & sell side, totaling over $750 million in transaction dollars. He aims to help your organization realize its full profit potential and maximize its enterprise value. Mario is a US Navy veteran who proudly served our country before obtaining his Bachelor of Science with an emphasis in accounting. Passions for business include M&A transaction management, evaluating cash flow, improving processes & procedures to drive value, increasing data accuracy and timing, system security, and executing on stakeholder value.

Josh Wright

Director of Operations, AdminAssist
Josh is a seasoned executive with a proven track record, collaborating with numerous companies across diverse industries to elevate operational excellence, enhance profitability, cultivate team culture and camaraderie, and ultimately elevate client services. His career has been marked by a captivating and varied journey, spanning food and beverage, retail, wholesale, governmental, green technology, hospitality, and professional services.
With a wealth of experience, Josh has seamlessly navigated the landscapes of start-ups, small businesses, governmental entities, and large multinational corporations. A staunch advocate for continuous improvement and adept at change management, he excels in fostering connections among diverse and cross-functional teams.
Josh holds a Bachelor of Science in Accounting and a Master of Science in Conflict Management from Kennesaw State University, underscoring his commitment to both financial acumen and strategic interpersonal skills.

Paul Bertrand

Partner, Transaction Services
Paul co-founded Tarsus in 2002 and leads our Transaction Services group. Experienced in a diverse range of industries, Paul has held senior positions with companies ranging from start-ups to large multinational companies. His expertise includes accounting and audit, operational planning, internal controls, information systems, capital formation, transaction structuring, performance improvement, and acquisitions and divestitures.

Past experiences include being Vice President of Allied Worldwide, CFO of Triax International, Controller of Angel Fire Resort, and Supervising Senior Advisor at KPMG. Paul has a BBA with honors in Accounting from Southern Methodist University.

Paul Burns

Partner, CFO Services
Paul co-founded Tarsus in 2002 and leads our CFO Services group. He is an experienced executive who has worked with companies as an investment banker, member of senior management, private equity owner, and C-level strategic and financial consultant. Paul’s expertise includes finance, capital formation, mergers & acquisitions, business analytics, performance improvement, transaction structuring, plan development and execution, financial modeling, forecasting, negotiations, and risk management.
Past experiences include being CFO of Moveline, Vice President of George K. Baum Capital Partners, and Financial Analyst at Salomon Brothers. Paul has a BS with honors in Finance from Kansas State University.

Josh Foster

Director of Operations, GovCon Accountants
Josh is an expert in Defense Contract Audit Agency (DCAA) compliance. For the last eight years, Josh has worked with government contractors to set up and maintain compliant accounting systems, oversee the day-to-day accounting, and successfully support clients through government audits.

Sanjeevi Raja

Partner, Head of India
Sanjeevi has rich experience in accounting and financial reporting. He has worked in various industries such as Automobile, Pharmaceutical, Software, and Services ranging from mid-size to Fortune 500 companies in managerial positions handling large teams. He is a post-graduate in commerce, holds an MBA in HR and Finance from the University of Madras, India, and is a licensed Certified Public Accountant.

Jill Schroeder

Partner, Client Support
As a partner of RTA Group, Jill’s focus is to provide your company with a hassle-free approach to your accounting department. With 21 years in the accounting industry, 13 of which focused on public accounting and tax, she can provide you with a streamlined accounting process. Her years of experience have allowed her to work with many industries, such as construction, solar, law firms, dentist offices, auto dealers, retail, motel chains, and government contracts. As an accomplished accounting and finance professional, she can provide companies with solid financial numbers that can be utilized to analyze activity and predict profitability. Jill received her Bachelor of Science from the University of California Davis and has experience with QuickBooks, payroll administration, sales tax, ADP Resource, Unanet, Concur, cost accounting, government billing, and forecasting with Adaptive and Jedox.

Jeff Furst

Partner, Client CFO
Jeff is a 20+ year CFO who has worked in a variety of companies throughout his career, including several start-up companies. He has extensive experience in helping companies get off the ground and be set up to scale their financial operations. He is a full-cycle CFO with experience in corporate finance (e.g., M&A, venture funding), FP&A, and accounting. For the past three years, he has been a fractional CFO with several start-up companies as well as other established companies. He has been CFO at several IT service and software companies in the Washington, DC area.
He holds a Bachelor of Accounting from George Washington University and a Master of Business Administration from the University of Maryland.

David Aiken

Chief Financial Officer
David has deep experience in accounting, financial planning and analysis, mergers and acquisitions, capital raising, and SEC reporting. Over his extensive career, he has worked with rapidly growing small and large organizations in both US and international markets. David has held financial management positions such as CFO, Controller, and Director of Finance/Corporate Development in companies ranging from small start-ups to Fortune 500 corporations.
David earned his BA in Economics and Spanish from Washington University in St. Louis, an MBA from the University of Maryland, and is a Certified Public Accountant (inactive).

Deb Sims

Partner, AdminAssist
After graduating from the University of Vermont, Deb ventured into the dynamic world of the staffing industry, where she has dedicated over two decades of my professional career. Harnessing her extensive experience and expertise in staffing, she helped establish AdminAssist in 2008. AdminAssist is a cutting-edge back-office accounting solution tailored exclusively to staffing companies.
Throughout her journey, she has gained invaluable knowledge in various back-office functions, ranging from human resources and benefits administration to accounting, project management, and systems integration and development. Building on this foundation, Deb and her team launched Staffworx, a cost-effective software solution designed to streamline operations for staffing companies.

Bret Newton

Partner, AdminAssist
Bret has been in professional staffing since 2006. He helped start AdminAssist to create an efficient and valuable back-office solution for companies in the staffing industry. He could see the potential for clients to maximize growth and returns when they had the ability to focus on their core business while they took care of everything else. He has helped many clients on both buy and sell-side transactions. He has a passion for helping clients grow and achieve their goals.
Bret was born and raised in Salt Lake City and attended the University of Utah for both his undergraduate and graduate degrees, where he graduated Magna Cum laude. He has been a CPA since 2007 and enjoys spending time with his wife and three kids. His family enjoys playing golf together and supporting his youngest son, who has Down Syndrome, as well as a local charity involved with inclusion.

Ben Olson

Vice President, TCFO Services

Ben helps run our CFO services group and is an executive leader whose versatile skills are based on deep financial and operating experience. His expertise is in corporate development, mergers and acquisitions, capital formation, cash flow forecasting, development of stakeholder financials, and KPI reporting metrics.

Past experiences include Managing Partner of The DVS Group and Operations Manager at Business Sales & Consulting, LLC. Ben has a BA in Latin American Studies from Yale University.

Alex Diaz-Asper

Managing Partner
Alex has extensive experience in finance operations, mergers and acquisitions, venture capital, and private equity-backed companies. He has worked with multinational and start-up companies in a wide range of industries, from telecommunications to marketing services. With his experience in the U.S., Europe, and Asia, Alex has been a venture capitalist, CFO, company founder, and M&A advisor.
He has held leadership positions at Dresdner Kleinwort Wasserstein, TARP Worldwide, Alfred Street Partners, MCI Communications, and PSINet. Alex earned his BA in Quantitative Economics from Tufts University and his MBA with Honors from the University of Michigan.