The market moves faster than your finance function can currently answer.

Growth in technology requires assessing and adapting quickly as the industry evolves. A partnership with us gives your organization nimble financial leadership, timely recommendations, and accurate data, at whatever point in the life cycle you are in.

Talk to Gardner

What we solve here

YOUR CFO

Gardner Oleson, CPA, M.S. Taxation

Technology and General Business Practice Leader

Gardner serves as CFO for our technology, manufacturing, and general business clients, with 40 years in finance and accounting. He has held leadership positions at Verizon, BBN Technologies, and Frontier Communications, and his background in communications and public accounting is invaluable to companies planning to go public.

40 YEARS · CPA · M.S. TAXATION, BENTLEY

FULL BENCH →

THE PRESSURE, NAMED

Speed is the advantage. Bad numbers are what take it away.

Select a pressure to see how the engagement answers it.

Revenue recognition Our contracts are getting complicated, and nobody is certain the revenue is right. Revenue recognition handled by a CPA who has done it at scale, so the top line survives an audit, a diligence process, and a board that reads carefully.

Decisions ahead of the data We are making calls on instinct because the reporting arrives too late to use.. Monthly accounting support and cash flow forecasting that put accurate financial data in front of leadership while the decision is still open.

Long product development cycles We spend for years before we earn, and the model does not reflect that. Planning built around lengthy product development cycles, so spend, capitalization, and runway are modeled the way the business actually behaves.

Capital and transactions We are raising, or being approached, and we are not ready to open the books. Raising capital, mergers and acquisitions, and business integration, led by someone whose public accounting background is specifically useful if you intend to go public.

Public company reporting SEC reporting is a full-time job we do not have a person for. SEC reporting on a fractional or project basis, with the controls and the calendar discipline that go with it.

WHAT IT SOUNDS LIKE

HOW WE ANSWER IT

WHAT WE OWN IN THIS INDUSTRY

Every aspect of finance and administration, at any point in the life cycle.

Flexible, experienced, senior financial expertise, with the specialized knowledge the sector requires.

Monthly accounting support.
Revenue recognition.
Planning for lengthy product development cycles.
SEC reporting.
Raising capital.
Cash flow forecasting.
Mergers and acquisitions.
Business integration.
Financial analytics that turn data into decisions.
Fractional finance support sized for agile teams.

Delivered through

Fractional CFO

Interim CFO

Outsourced Accounting

AI-Enabled Finance

Financial Consulting

Tax Consulting

WHO WE HAVE DONE THIS FOR

Technology organizations that have used this bench.

As a serial entrepreneur, having a high performing, flexible, and driven team is essential for transforming ideas into success. Charles River CFO has been a part of my team for over ten years, providing outstanding strategic, part-time CFO, and accounting services.

Shahid Azim

Chief Executive Officer

REACT NEURO