Cromwell Advisors | Accountants
Institutional-grade accounting and fractional CFO leadership for businesses navigating growth with conviction.
Current Mandate
Strategic Wealth Architecture
The Fleet
A full crew for every
financial voyage.
Strategic Leadership
Tax planning and compliance, key performance indicator analysis, one-on-one time with CFO that knows your business from the ground up.
Precision Operations
GAAP-compliant financials, monthly close, audit readiness, and the meticulous record-keeping that institutional partners demand.
CORE OFFERINGS
Your financial navigator
to record, report and plan.
The Ledger
Clean, accurate, audit-ready bookkeeping and monthly close. Reconciliations, AP/AR, payroll oversight and GAAP-compliant financials — kept shipshape, every period.
The Helm
A seasoned fractional CFO at the wheel — capital strategy, fundraising support, unit economics, pricing and the financial judgment usually reserved for nine-figure companies.
The Charts
Rolling forecasts, scenario modeling, 13-week cash runways and KPI dashboards that turn raw numbers into a clear course heading you can actually steer by.
The Manifest
Board-grade reporting, lender packages, M&A diligence and exit readiness. When complexity scales, Cromwell makes sure every figure is accounted for and defensible.
The Cromwell Method
Four bearings from
soundings to landfall.
Soundings
We take the depth of your books, systems and runway — a full diagnostic of where the business truly stands today.
Charting
We plot the route: a financial operating model, reporting cadence and the milestones that define a successful voyage.
The Voyage
Hands on the wheel — monthly close, CFO counsel, forecasting and the steady cadence that keeps you on heading.
Landfall
Capital raised, a clean exit, or a healthier balance sheet — we deliver you to the destination and chart the next horizon.
Ledger of Impact
Who We Serve
Seven Seas. One steady
hand at the wheel.
Small & Growing Business
Founder-led companies between $1M and $20M in revenue that have outgrown a bookkeeper but can't yet justify a full-time finance chief.
- Outsourced accounting & reliable monthly close
- Fractional CFO on a fixed monthly retainer
- Cash-flow & runway visibility you can trust
- Lender & investor-ready financials
The Middle Market
Companies between $20M and $250M navigating scale, acquisitions, recapitalizations or a path toward exit — where precision is non-negotiable.
- Board & PE-grade reporting packages
- M&A & transaction diligence support
- FP&A buildouts & finance-team architecture
- Exit readiness & quality-of-earnings prep
Cromwell didn’t just clean up our books — they put a real CFO at the table and helped us through a raise we never thought we’d close.
President · Jewelry Store
Short Hills, NJ
Consultation Gateway
Ready to set a steadier course?
Book directly
Book a no-obligation soundings call. We'll take stock of where your finances stand and chart exactly what's possible from here.