Fractional Accounting, CFO, and Tax for

CPG
E-Commerce
Technology
Manufacturing
Blockchain
Professional Services
Healthcare
Venture Stage
Growth Stage
Artificial Intelligence
Construction
Life Sciences
Industrial Products
Transportation
Retail
SMB

We own your back office so you can stay focused on the front. Full-service financial support, no full-time hire required.

Get a Free Consultation

Tell us about your business. We will follow up within one business day.

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One team, four functions

Accounting

Monthly close, AP/AR, treasury, payroll

CFO Strategy

KPIs, forecasting, board and investor reporting

Tax

Planning, preparation, R&D credit, entity structure

Transactions

Fundraising readiness, M&A and diligence support

Managed as one integrated engagement. No handoffs between vendors, no surprise scope debates.

Full-Service Financial Support Under One Roof

Cherry Hill provides fractional accounting, CFO strategy, tax planning, and payroll, all managed as one integrated team. Founders and CEOs get accurate numbers, consistent oversight, and a financial partner who grows with them.

  • Monthly bookkeeping and close
  • Accounts payable and receivable
  • Treasury and cash management
  • KPI development and tracking
  • Forecasting, budgeting, and financial modeling
  • Fundraising and investor readiness
  • M&A and transaction support
  • Tax planning and preparation
  • R&D tax credit
  • Entity structure planning
  • Process improvement and system implementation
  • Automation projects
Managed accounting services icon

Accounting Services

Fractional CFO services icon

CFO Services

Tax strategy icon

Tax Strategy

Client testimonials

Hear it from our clients.

Don’t take our word for it. Take theirs.

Billy Freyberger

“They’ve had our finance needs covered every step of the way.”

Billy Freyberger, Owner, Chimney Rock CrossFit

April Moss

“Smart, efficient, and genuinely great to work with.”

April Moss, Co-Founder, COO, DigiBuild

David Pincus

“Cherry Hill Advisory stepped in fast.”

David Pincus, Controller, Evisort (acquired by Workday)

Aditya Khilnani

“Cherry Hill took over day-to-day back-office responsibilities.”

Aditya Khilnani, Founder & CEO, Sensa Padel

From our events and webinars

Practitioners keep coming back

★★★★★

“Best ethics course I've attended in the past 20+ years. A whole ethics course around AI and its ethical use and practical safeguards is very relevant and timely (vs. case studies from the Great Financial Crisis or Madoff).”

A.L. · Deputy Chief Risk Officer
★★★★★

“Mike did a great job delivering the content in a way that made it relevant for workplace application. Much of the AI content I see is more tutorial or hypothetical or fear based.”

M.S. · VP, Internal Audit and Process Improvement
★★★★★

“I appreciate the extent of the knowledge and content that you shared. I have attended others that are so vague and high level that I don't take anything of value away from them. THANK YOU!”

L.S. · Director of Internal Audit
★★★★★

“With no exaggeration, I find your webinars the best in terms of amount of useful info and practical aspects.”

E.S. · Internal Audit Manager
★★★★★

“Honestly, this was one of the best webinars I've ever taken. It was a master class in how a webinar should be presented.”

V.R. · Senior Internal Auditor
★★★★★

“I thought Mike did an exceptional and thorough job covering the topic. I walked away with a practical 'to do' list.”

K.B. · Corp VP and CECO
★★★★★

“Great job, Mike! You've hit the sweet spot with the internal audit audience by imbedding lots of good, practical examples and tools into the presentation.”

R.P. · President
★★★★★

“The material was extremely relevant. It led me to reevaluate my 2026 plan content and execution plan.”

M.S. · VP, Internal Audit and Process Improvement
★★★★★

“This has been the most informative AI webinar I've attended to date.”

J.M. · Compliance Manager
★★★★★

“This is one of the best webinars I've attended for training. The information was presented clearly, and I learned a lot.”

K.S. · Internal Auditor
★★★★★

“The content was very rich in detail and helped me with insights for developing the 2026 Annual Plan. Thank you very much!”

T.B. · Internal Audit Manager
★★★★★

“There was a lot of good information and guidance, especially since in my organization there is as yet to be developed policies and procedures on AI incorporation... I feel prepared for contributing to management's discussions on same and auditing AI once introduced.”

G.E.R. · Internal Audit Manager
★★★★★

“Content and presentation technology were fantastic. This was a highly valuable training with resources that enriched my knowledge in the subject area of Ethics and AI. I intend to share this excellent training and future trainings with my co-workers.”

C.F. · Internal Auditor
★★★★★

“The session provided a useful methodology that can be applied by auditors, at various experience levels, for assessing the governance of AI at their entities.”

D.M. · IT Auditor
★★★★★

“Mike Levy did an amazing job with his presentation! He made it quite interactive and engaging... I came away better informed on the impact the algorithms in AI have on business operations, and the skillsets auditors need in the role of the third line of defense.”

A.T. · Lead, Internal Audit
★★★★★

“Made the information manageable to digest and just has a great personality for presenting this information. His passion for the work shows, and his experience of knowing where we've come from and where we're headed is such a valuable piece of the education!”

J.L. · Senior Investigator
★★★★★

“As usual, Mike does an excellent job of bringing relevance to all topics shared. I always leave Cherry Hill webinars with several applicable learnings.”

M.S. · VP, Internal Audit and Process Improvement
★★★★★

“This was fabulous, relevant and timely information. As an independent contractor, I may be involved in AI audits in the near future and will use this and also your resources.”

S.S. · IS Auditor II
★★★★★

“Your presentation was amazing. The content is extremely useful for those of us who navigate both worlds: internal auditing and artificial intelligence.”

M.I.D. · Asesora
★★★★★

“It was a great learning experience, especially in understanding how AI can enhance audit efficiency, accuracy, and decision-making.”

S.B. · Senior Manager
outsourced accounting services

What Happens When Your Finances Actually Work?

When your books are accurate, your reporting is reliable, and someone is proactively thinking about your financial strategy, everything gets easier. You make faster decisions. You catch problems before they become expensive. You stop guessing about cash flow and start planning with confidence.

Most of our clients come to us after outgrowing their previous accountant or realizing they need more than a monthly close. They need a partner who understands where the business is going and helps them get there.

At Cherry Hill, we become your finance department, handling the back office so you can focus on running the business.

Who We Work With

We work with growing companies that need reliable financials and strategic guidance, without the overhead of a full internal finance team.

Our clients are typically founders, CEOs, and operators who are scaling quickly, dealing with increasing complexity, and need a team that can keep up.

CPG

E-Commerce

Technology

Manufacturing

Blockchain

Professional Services

Healthcare

Venture Stage

Growth Stage

Artificial Intelligence

Construction

Life Sciences

Industrial Products

Transportation

Retail

SMB

Why High-Growth Businesses Choose Cherry Hill

We provide consistent financial support that helps you stay organized and make better decisions as you grow.

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Proactive, Not Reactive

We don't wait for you to ask. We stay on top of your numbers, flag what matters, and bring ideas to the table before problems show up.

White Glove, Bespoke Service

Every engagement is built around your specific situation. No templates, no cookie-cutter plans, just the support your business actually needs.

Everything Under One Roof

CFO strategy, accounting, tax, and payroll, fully integrated and always coordinated. One team, one relationship, no gaps.

The Cherry Hill Difference

Senior judgment, modern tools, and a team that earned the playbooks at the biggest firms before leaving the bureaucracy behind.

01

Big 4 and public-company pedigree

Every senior on our team came up through Big 4 audit, public company controllership, or venture backed finance. The judgment is real. The credentials are real.

02

Small client volume by design

We cap how many companies each senior touches. You get partner level attention, not a junior staffer working three other accounts on the same day.

03

Automation experts

We close books with less human touch. AI and modern finance tooling do the rote work so our senior team spends time on the decisions that move your business.

04

One team, every function

Finance, accounting, tax, risk, technology, and process under one relationship. No handoffs between vendors. No surprise scope debates.

Where we fit

A Bookkeeper, an In-House Team, or Cherry Hill

Most companies reach a point where a bookkeeper is no longer enough and a full finance department is too soon. This is what the middle option covers.

Capability
Bookkeeper
Cherry Hill
In-house team
Monthly bookkeeping and close
Yes
Yes
Yes
AP/AR and treasury management
Limited
Yes
Yes
KPIs, forecasting, and modeling
—
Yes
Yes
Tax planning and preparation
—
Yes
Outsourced
Fundraising and M&A support
—
Yes
Varies
AI, automation, and systems implementation
—
Yes
Varies
Cost structure
Hourly
Predictable monthly fee
Salaries + benefits
Not ready to talk yet

Find out whether your finance function is keeping up

Eight questions on how your books actually run — close timing, senior review, margin visibility, cash forecasting, diligence readiness. You get a score, a plain read on where you are fragile, and the order we would fix things in.

2 minutes · Optional free Accounting Systems Health Check
Take the assessment

No sales call required to see your result.

How Our Fractional Accounting & CFO Services Work

We start by understanding your current financial setup, then clean up and organize everything so it is accurate and up to date.

From there, we stay involved with consistent reporting and ongoing support so your financials continue to stay on track.

1

Initial Financial
Assessment

We audit what's working, what's broken, and what's missing.

2

Stabilize Reporting &
Infrastructure

Clean books, monthly close cadence, dashboards your team can actually use.

3

Build The Right Operating Rhythm

The bookkeeping, AP/AR, and treasury cadence that lets you stop firefighting.

4

Ongoing
Financial Partnership

Month-over-month visibility, plus the strategic backup of a senior team when decisions get bigger.

Ready to Work With a Stronger Financial Partner?

Whether you need accounting, CFO support, tax strategy, or all of the above, we will build the right engagement around your business.

Thank you! Your submission has been received!
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