StraightForward Financial Insights

What We Do

Our Financial Services

Chief Financial Officer

Fractional, or “part-time”, CFOs are a proven solution.

Value Acceleration

Businesses that go through a CEPA guided Value Acceleration process are more valuable.

Wealth Gap

Businesses that address their owner’s Wealth Gap with CEPA guided leadership are in a position to become more valuable, and with less risk.

Exit Planning

CEPA guided Exit Planning sets the stage for businesses to be “transition ready”.  Transition ready businesses are more valuable.


Keeping accounting information current is essential for businesses to make good decisions.