About CFO Forge

Fractional CFO services for founders and business owners. Gain control, insight, and confidence—without the full-time cost.

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Mission

Equip founder-led businesses with enterprise-grade finance without enterprise bloat.

We do this by simplifying complex financial strategies into practical systems that drive growth. Our focus is on giving founders clarity, control, and confidence—so they can make smarter decisions, unlock cash flow, and scale without unnecessary overhead.

Detailed Services

Accounting setup & AI optimization

Streamlined systems powered by automation.

Cash Discipline & Forecasting

Control your cash flow with disciplined management.

Profit Architecture

Structure pricing and margins to maximize profitability and support sustainable growth.

Management Reporting

Access clear, timely reports that give you the insights needed for smarter decisions.

Compliance Hygiene

Stay audit- and tax-ready with proactive compliance and clean financial records.

Transaction Readiness

Prepare your business for investors, acquisitions, or exits with confidence and clarity.

Who We Serve

Founder-led businesses scaling from  $1M–$50M+ ARR

We work with companies across diverse industries

Telecom
Cyber Security
eCommerce
Construction
DTC
B2B

The CFO Forge Method

Why Clients Chose Us

Proven Scale

Forecast, monitor, and optimize your cash position with 13-week rolling models and scenario planning.

Owner-Friendly

Streamline your financial operations with expert QuickBooks, Xero, or NetSuite implementation and automation.

Hands-On

Identify margin opportunities and track key metrics with clear, actionable monthly financial analysis.

Transparent

Drive profitability and scale with expert advice on vendor negotiations, staffing, and process improvement.

Mark Kelton

Founder

Mark brings over ten years of CFO experience helping founder-led companies transform financial complexity into clarity. He specializes in cash discipline, pricing and margin strategy, sales-tax compliance, and preparing businesses for investors and transactions. Mark is known for his hands-on, practical approach—simplifying finance so founders can focus on growth with confidence.

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image of business consultation

Ready for financial clarity?

Book a discovery call to identify 2–3 immediate wins for cash or margin.