Marcum LLP delivers a range of finance, accounting and executive support services to help early-stage and rapidly growing companies scale successfully.

Make sure your startup or small business doesn’t become a statistic. Grow smarter with the depth and breadth of CFO-led services – from chief financial officer (CFO) to controller and bookkeeper, we’ve got you covered.

Our clients enjoy access to a team of professionals who bring a rich blend of strategic and tactical expertise. Pay only for the services you need, when you need them, and scale your team up or down quickly in response to your evolving business environment.

FRACTIONAL & PART-TIME CHIEF FINANCIAL OFFICER SERVICES

General Management

  • Chief financial officer (CFO), Controller, Bookkeeper
  • Contracts development & negotiation
  • Strategy development
  • Management team meeting participation
  • Board preparation & attendance

Planning & Modeling

  • Business plan development
  • Business & pricing model development
  • Budgeting/forecasting system implementation & management

Business Optimization

  • Dashboard development & maintenance
  • Virtual data room setup & maintenance
  • Administrative document management
  • Paperless office

Financial Management

  • Key performance indicators
  • System selections & implementation oversight
  • Audit preparation & engagement
  • Proper revenue recognition

Relationships

  • Banking
  • Insurance
  • Audit /tax
  • Legal

Cash & Risk Management

  • Treasury
  • Insurance

Equity

  • Cap table
  • Stock options (inc. 409A valuations)
  • Investor relations
 

Contacts

Select the region to view contacts.

Ethan  Brysgel

Ethan Brysgel

National Financial Accounting & Advisory Services Leader

  • Advisory
  • New Haven, CT
David  Chapman

David Chapman

Principal

  • Advisory
  • Boston, MA
Michael  Discepolo

Michael Discepolo

Partner

  • Advisory
  • New Haven, CT
Tod  Edgecomb

Tod Edgecomb

Partner

  • Advisory
  • Portland, ME
Cassandra  Kral-Dillon

Cassandra Kral-Dillon

Managing Director, CFO Consulting

  • Advisory
  • Boston, MA
Dawn  Meeker

Dawn Meeker

Partner

  • Advisory
  • New Haven, CT
Patrick  O'Reilly

Patrick O'Reilly

Principal

  • Advisory
  • Portland, ME
William  Stetter

William Stetter

Managing Director, CFO Consulting

  • Advisory
  • Boston, MA
James D. Wilkinson

James D. Wilkinson

Partner

  • Assurance
  • Providence, RI