Financial leadership navigating the road ahead
Not just reports. Not just advice. A seat at the table to guide your growth and help you run a more confident, controlled business.
950+
Business owners served nationwide
Since 2011
A remote, cloud-based firm
4.9
Google rating from 97 reviews
What your CFO brings
More than reports. Better decisions.
CFO Advisory that connects the numbers to what comes next.
Financial Clarity
We build the visibility you need to understand your business and make confident decisions.
Strategic Leadership
Your CFO becomes part of your leadership team, advising you before and during the decisions that matter.
Operational Insight
We bridge finance and operations so your strategy, resources and execution stay aligned.
Forward Focus
From cash flow to growth planning, we help you anticipate what's next and plan for it.
Take it from our clients
MaryAnn Woods
July 2026
“Love them! Great response and problem solving. Their staff are always so friendly and helpful. HUGEEE shout out to Laura N. She always goes above and beyond and is always incredibly helpful. Very much appreciate her! PT is so happy she always has our back!”
Kelly Kress
July 2026
“We've used Two Roads for my business, Fletcher Marketing Communications, for about 14 years now. They are responsive, reliable and good at what they do. Highly recommend!”
Seth K
June 2026
“Great company. They've consulted with us on our processes and we're very knowledgeable. I appreciate how they cared more about helping us than they did selling us. It was evident they had my companies best interest in mind.”
Brandon Bruce
March 2026
“I've worked with the team at Two Roads for the past 6+ years and they've been on top of the books the entire journey. I've especially appreciated their fast action when business strategy and deadlines have required it.”
Jason Phillips
March 2026
“Great experience with many people at Two Roads. Been using them for years and very happy with their work and support”
Robin Bray
May 2025
“Outstanding service by the Two Roads team. I have been so impressed at how quickly they came up to speed and what a good job they do.”
4.9from 97 reviews onGoogle
Questions about CFO Advisory
Outgrowing bookkeeping is a good problem to have
Why is a fractional CFO beneficial for my business?
A fractional CFO from Two Roads helps you turn your numbers into clear decisions so you can move your business forward with confidence. Outgrowing bookkeeping is a good problem to have. Not knowing what to do next is not.
What is the difference between a CFO and a Controller, and which does my business need?
At Two Roads, a Controller provides enhanced accounting for businesses that need robust management and integration across their business systems, keeping the bookkeeping engine running. A CFO turns those numbers into decisions through metrics, reports, analysis, budgeting, forecasting and strategic advisory. Our article on CFO vs Controller walks through which one your business needs.
How often will I meet with my CFO?
With Two Roads CFO Advisory, you'll have regular touchpoints each month, along with ongoing access when questions come up. Our goal is to be a responsive, reliable partner so when something needs attention, you're not waiting days for answers.
Is CFO Advisory right for my business?
Two Roads CFO Advisory is typically a good fit for businesses that are growing, making more complex decisions, or feeling a lack of clarity around their financials. If you're relying on reports but not using them to guide decisions, it's usually a sign you're ready for this level of support.
Do you work with startups?
Yes. Two Roads works with many venture-backed and investor-funded startups, particularly those that need reliable financial reporting, cash flow visibility, and scalable bookkeeping processes as they grow. We're often a good fit for startups that have raised capital, are generating revenue, or are preparing for their next stage of growth. Our team can support the financial operations that founders need to make informed decisions and keep investors informed. For very early-stage startups still in the idea or pre-launch phase, structured bookkeeping is usually premature. We tend to add the most value once there's ongoing financial activity, so the right time to bring us in is when transactions start picking up and you need clean reporting for decisions or investors.
Can I choose the CFO I work with?
Two Roads takes a thoughtful approach to pairing you with the right CFO based on your business, goals, and stage of growth. Our CFOs bring different industry experience and strengths, and we match you with someone who aligns with what your business needs most. As your business evolves, we can adjust support to ensure you continue to have the right partner in place.
Your CFO strategy call
Get clarity on your numbers and what to do next
Start with a quick conversation so we can understand your business, talk through your goals, and see if we're the right fit to support you.
- Regular touchpoints each month
- Ongoing access when questions come up
- A CFO matched to your business and goals
- Metrics and KPIs that help drive profit