Who we are

At Fortress, we help small and growing businesses make sense of their finances - without the complexity or cost of a full-time CFO.

Founded by an experienced financial leader with over a decade of CFO experience, Fortress was built to give business owners clear numbers, better visibility, and confidence in their decisions - so they can spend less time worrying about finances and more time growing their business.

Our background in private equity and corporate finance means we go far beyond basic bookkeeping. But what really sets us apart is how we apply that experience: in a practical, hands-on way that works for real businesses.

We partner with owners to provide:

  • Fractional CFO support that grows with your business

  • Clear financial reporting you can actually understand

  • Cash flow planning and forecasting so there are no surprises

  • Budgets and financial models that support smart decisions

  • Investor - and lender-ready financials when you need them

Over the past ten years, we’ve helped business owners:

  • Get control of their cash flow and expenses

  • Make confident, data-driven decisions

  • Prepare for growth, financing, or major transitions

  • Turn financial data into clear action plans

Whether you need help getting organized, planning for growth, or preparing for funding, Fortress provides the strategic insight and hands-on support to help you move forward with confidence.

Our Mission

To be the trusted financial partner behind small and growing businesses - providing clarity, stability, and strategic guidance that helps them build something lasting.

If you’re ready to stop guessing and start making decisions with confidence, we’re here to help.

Silhouettes of three people standing inside a building with large windows looking at a cityscape in the distance, black and white photo.

  • Fortress Accounting & Finance was built for growing businesses that need more than just clean books. As your business grows, financial decisions get harder, stakes get higher, and guessing stops being an option.

    We partner with founders, owners, and leadership teams to bring clarity to the numbers - helping you understand where your money is going, what’s coming next, and how to make smarter decisions with confidence. Think of us as your financial sounding board and strategic guide as you scale.

  • Built for growth. Designed for real-world complexity.

    We support growing businesses as they navigate expansion, increasing complexity, and bigger financial decisions. Our approach blends hands-on financial support with strategic guidance - so day-to-day decisions stay aligned with where you’re trying to go.

    Whether you’re working to stabilize cash flow, improve profitability, or plan your next phase of growth, we help put the right financial structure in place to support long-term success.

  • Engaged, practical, and executive-level support.

    We work as an extension of your leadership team - providing CFO-level insight without unnecessary complexity.

    • Bring strategic financial guidance you can actually use

    • Balance big-picture thinking with hands-on support

    • Focus on clarity, accountability, and real results

    • Scale our involvement as your business grows

  • Built for businesses ready to level up.

    We work with founder-led and investor-backed businesses typically generating up to $10M+ in revenue. These are growing companies facing bigger financial decisions - ones that require more than basic accounting or reactive reporting.

    Our clients value clarity, structure, and a true financial partner who helps them see beyond the numbers and make confident, informed decisions.

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