At BELAY, we continually strive to help our clients grow by providing the right services to meet their exact needs.
We’ve seen an increasing need for trusted financial expertise, but hiring an experienced financial professional is typically out of reach for many organizations.
That’s why we’re excited to announce our recent acquisition of CFO Advisory Services!
CFO Advisory Services, based in Richardson, Texas, focuses on fractional finance and business accounting services, serving clients in construction, health care, manufacturing, professional services, nonprofits and more.
And they share our passion for helping small businesses grow with their trusted financial support and industry knowledge.
CFO Advisory Services serves as a leader in providing financial management solutions to small and mid-sized organizations, and their team of seasoned professionals has diverse experience that delivers commitment, expertise and hands-on solutions.
Their commitment to offering above-and-beyond financial services aligns with ours, and we’re thrilled to continue helping our clients grow by keeping them focused on what matters most.
CFO Advisory Services CEO Wayne Millsap knew BELAY’s employees and culture were a perfect fit, propelling BELAY to the top of his list of acquisition candidates.
“We felt like BELAY was a good fit culturally, and our particular suite of services is something that wasn't part of their current offering,” Wayne says. “But sometimes, it's not just about the numbers; it's about the connection.”
“And when we met Tricia and Lisa, they talked a lot about their team, people, and culture. We felt good about working with them. They focused on what was important.”
And the feeling was mutual.
“BELAY strives to serve clients with the top industry support and knowledge,” our CEO, Tricia Sciortino, says. “There is a growing need for outsourced financial services – specifically highly specialized and trusted accounting support – but hiring for those roles is often challenging.
“But by partnering with CFO Advisory, we can now offer top-tier accounting services by highly trained professionals to help our clients continue to grow and scale their organizations.
“CFO Advisory provides services to early and mid-stage businesses with both back-office accounting services, financial reporting, operational assistance, and strategic planning.
“We'll be able to provide a broader range of services, particularly for BELAY’s clients who are growing, trying to expand, and need a higher level of support. The additional services range from bookkeeping to strategic CFO-level services will empower BELAY to compete and expand into other markets.”
"This exciting step underscores our dedication to delivering unmatched value to our clients. By integrating CFO Advisory's innovative solutions with our own, we're poised to redefine industry standards and elevate our client experience.
“Together, we’re not just meeting expectations; we’re setting new benchmarks for excellence."
Finding the right help for your growing organization can be difficult and time-consuming.
At BELAY, we’re always looking for opportunities to serve our clients better and help them climb higher — helping them save time, reduce costs and increase efficiency.
Our fractional CFO and Controller services make executive-level insight and support accessible to organizations of all sizes. And with our fully customizable Accounting Services, you only pay for the help you need.
If you’d benefit from premium financial and accounting support, schedule a free Financial Consultation. You’ll meet with a BELAY financial expert to discuss your unique needs to determine if our expanded CFO and Controller services are right for you.
Get started today and gain the financial peace of mind you need to lead well.