Marcum CFO’s infuse strategic insights, operationally focused financial disciplines, industry experience, and transactions experience into your business.

Are you a growing company grappling with the complex challenges of strategic finance and accounting? The pressures of expansion demand unique solutions, and we’re here to support you with our tailored CFO-Led Services. We offer a team of seasoned CFOs coupled with a robust suite of accounting and finance resources committed to helping you navigate the challenges and requirements of a start-up or growing company.

Leverage our Part-Time or Fractional Resources

Our CFOs with sector-specific experience stand ready to provide support and leadership on finance initiatives. Our approach focuses on solving your most pressing needs, such as:

  • Facilitating Equity or Debt Financing
  • Operationalizing Budgeting & Forecasting
  • Unlocking Operation Excellence
  • Provide Compliance & Risk Mitigation
  • Unlock potential through strategic insights

Our part-time or fractional resources provide an agile solution to swiftly meet your evolving need with a higher probability of impact and success. CFO-Led Services allows you to expand or contract services as your demand and available resources change.


Strategic Business Advisor

  • Business Partner to CEO, Founder, Board, Exec. Team
  • Fundraising/M&A
  • Strategic Planning & Forecasting
  • Equity Compensation Planning

Business Insights

  • KPIs and Operating Dashboards
  • Cashflow Forecasting & Management
  • Organizational Strategy & Planning
  • Business Contract Review

Governance, Compliance, Controls & Risk

  • Risk Management
  • Tax & Regulatory Compliance
  • Treasurer Management & Compliance
  • Investor Relations & Cap Table Management
  • Financial Statement Prep & Reporting
  • Billing & Collections
  • Vendor Management, Purchasing & Payables
  • Payroll & Benefits Processing


Select the region to view contacts.

David  Chapman

David Chapman


  • Advisory
  • Boston, MA
Robert  Dennen

Robert Dennen

Managing Director, CFO Consulting

  • Advisory
  • Boston, MA
Cassandra  Kral-Dillon

Cassandra Kral-Dillon

Managing Director, CFO Consulting

  • Advisory
  • Boston, MA
William  Stetter

William Stetter

Managing Director, CFO Consulting

  • Advisory
  • Boston, MA
Jack  Boyles

Jack Boyles

Managing Director

  • Advisory
  • Boston, MA
James P. Dawley

James P. Dawley


  • Advisory
  • Boston, MA