MEET THE FOUNDER
I’m Bryan Wakefield — fractional CFO and systems strategist for service firms
I help founders and lean teams bring structure, clarity, and momentum to their operations — especially during transitions like new ownership, rapid growth, or financial cleanup. My work blends hands-on financial leadership with the kind of systems thinking that actually gets adopted — not just documented.
I’ve led FP&A, finance ops, and strategic projects across a wide range of teams, and now focus on serving professional service firms where finance, delivery, and operations intersect.
Specializing in financial clarity, smarter systems, and real-world workflow design.
Certified Intuit Enterprise Suite (IES) partner with deep experience in QBO/QBD ecosystems
Led full implementations — from QuickBooks and IES to NetSuite and Intacct
Built operator-grade AI workflows adopted by real teams (not just demos)
Trusted by PE-backed teams, venture-funded startups, and founder-led businesses
Always operator-first — Former SVP Finance and VP Ops
Available for speaking on scaling systems, AI for operators, and founder finance. Learn more →
