CFO Leadership for Growing Brands
Simplifying accounting for business owners.
We work with business owners who value timely and accurate accounting data. Our firm takes a management accounting mindset, designs and implements the best accounting processes, and provides forecasting and strategic insights so our clients can make informed business decisions.
At Shockley Financial, we integrate the
services of a bookkeeper, accountant, and CFO,
providing comprehensive financial support
at a fraction of the cost.
We're here to give you peace of mind by streamlining and managing your financial systems. Our experienced team delivers expert accounting, consulting, and CFO services through a tiered structure to perfectly suit your business's financial needs.
Client Success Stories
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"We were growing fast but burning through cash faster. Flow CFO helped us understand where our money was really going. Now we have much stronger controls on our cash flow, and a roadmap to better margins with the accountability to get there."
- Greg Hershner CEO of New River Brewing
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"Our previous accounting firm produced months of inconsistent data that we couldn't rely on for investor meetings or internal decisions. Flow CFO fixed their mess and created accounting systems that produce reliable reporting. Now we finally have clean, trustworthy financials that give us confidence when making critical business decisions and presenting to potential investors."
- Anthony Cadieux, CEO of CoAqua
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“Keith built us a cash flow forecasting model that finally gave us real visibility into our business — where we stand today and where we're headed. He also put together investor-ready financials that we're actually confident putting in front of potential investors. If you're a beverage brand trying to scale and raise capital, Shockley Financial is exactly who you need in your corner."
-Bill Butrymowicz, Founder & CEO of Loom Beverage
At Shockley Financial, integrity and innovation are at the heart of everything we do. We are a team of dedicated financial experts committed to delivering personalized solutions that align with our clients' goals.
Have questions or need assistance?
Reach out to Shockley Financial today. Our dedicated team is here to help with your accounting, consulting, and CFO needs. Contact us via phone, email, or our online form, and let’s start the conversation about how we can support your financial success.
Fractional CFO Services for
Growing Beverage, CPG Brands, and Manufacturing Companies
By Shockley Financial
Ready to elevate your financial goals?
Book a consultation with Shockley Financial. Our experienced advisors are eager to discuss your financial needs, answer your questions, and help you create a personalized plan for success. We’ll prepare a proposal and walk you through every step of the process.