Our Approach

Senior CFO Expertise, Flexible Delivery

We believe growing businesses deserve access to senior financial leadership without the overhead of a full-time executive. Our model combines principal-led engagements with a deep network of specialists to deliver exactly the expertise you need.

How We Work

Principal-Led Engagements

Every client works directly with a senior CFO who owns the relationship and strategic direction. No handoffs to junior staff or account managers.

Specialist Network Access

When your situation requires specialized expertise—tax strategy, M&A due diligence, industry-specific knowledge—we bring in the right specialists from our vetted network.

Technology-Enabled Delivery

Modern tools and AI-powered analytics allow us to deliver enterprise-grade financial insights at a fraction of the cost of traditional CFO services.

Dan Emery - Founder & Managing Partner

Founder & Managing Partner

Dan Emery, MBA

Dan is a seasoned financial executive with extensive experience in controllership and strategic finance. As the founder of 1CFO Consulting, he combines traditional CFO expertise with AI-powered analytics to deliver strategic financial leadership at a fraction of the cost of a full-time hire.

With hands-on experience from industrial operations and corporate finance, including his role as Controller at WIRC, Dan is known for translating complex financial data into actionable insights that business owners can actually use.

Financial Planning & AnalysisControllershipCash Flow ForecastingStrategic PlanningOperational Finance
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Extended Network Capabilities

When your situation calls for specialized expertise beyond core CFO services, we tap into our curated network of finance professionals. Each specialist has been vetted through years of collaboration and client success.

This model gives you access to enterprise-level expertise without enterprise-level overhead. You only pay for specialized help when you actually need it.

Specialist Areas

Tax Strategy & Planning
M&A Due Diligence
Audit Preparation
International Finance
Industry-Specific Expertise
Equity Compensation
Treasury Management
Financial Systems Implementation

Our Methodology

01

Discovery & Assessment

We start by understanding your business model, financial infrastructure, and strategic goals. Our financial health assessment identifies gaps and opportunities.

02

Custom Engagement Design

Based on your needs, we design a service package that makes sense—whether that is a few hours monthly or a more comprehensive partnership.

03

Rapid Onboarding

We integrate with your existing systems and team quickly. Most clients see meaningful impact within the first 30 days.

04

Ongoing Partnership

Regular check-ins, proactive insights, and continuous optimization. We become an extension of your leadership team.

What We Stand For

Outcomes Over Hours

We focus on delivering measurable business impact, not billing maximum hours.

Radical Transparency

No hidden fees, no surprises. We communicate openly about what we can and cannot do.

Client First

Every recommendation we make is in your best interest—even if it means less work for us.

Continuous Learning

Finance evolves fast. We stay current on best practices, regulations, and technology.

Ready to Work Together?

Schedule a free consultation to discuss your financial challenges and how we can help.

Schedule Free Consultation