Affiliated Fractional CFOs

The firms below offer fractional CFO services that build on kept.pro’s suite of bookkeeping services. If you’re in need of the following services then the firms below represent the best option in their respective markets and specialities.

  • Advanced forecasting
  • Scenario analysis
  • Strategic planning
  • Fundraising
  • Oversight of your financial functions (accounting, treasury, financial planning & analysis, and tax) on a part-time basis

Bay Area


Embarc Advisors
110 Channel St
San Francisco, CA 94158
embarcadvisors.com
info@embarcadvisors.com
+1.415.770.0051

Kansas City


Crown CFO
7300 W 110th St
Suite 700
Overland Park, KS 66210
crowncfo.com
mike@crowncfo.com
+1.913.568.9047

San Diego


Narrative Financial Management LLC
8910 University Center Ln, Suite 400
San Diego, CA 92122
narrativefinancialmanagement.com
info@narrativefm.com
+1.858.367.9739

San Diego

Ferrell Group
Ferrell Group
645 Front Street
Suite N501
San Diego, CA 92101
jeremy@ferrell-group.com
+1.619.227.8404

Portland


Tailwind PDX LLC
25 NW 23rd Place, Suite 6-175
Portland, OR 97210
tailwindpdx.com
hello@tailwindpdx.com
+1.503.210.5595

Seattle

Salitra Consulting
Salitra Consulting
16517 SE 21st Place
Bellevue, WA 98008
salitraconsulting.com
richard@salitraconsulting.com
+1.425.444.2457

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