CFO Services

True Financial Leadership and direction from a knowledgeable team of experts and the most current, powerful tools. That’s your Adventum advantage.


CFO Service Offerings

Prepare for growth, and let’s take your company to the next level. Whether you are looking for additional support in the finance department, a trusted advisor, or an experienced leader to guide you to successful growth, Adventum can help. We provide cost-effective, outsourced CFO services to set your growth trajectory for what’s next. Custom-tailored and thoughtful solutions that are grounded in a 360° perspective on the impact across an organization. From cleaning up your accounting to preparing for an audit, your Adventum team doesn’t shy away from messy accounting environments. We’re comfortable with the uncomfortable and use these conditions as an opportunity to provide the clarity you need to aid your decision-making. With over 30 years’ experience, we’ve served across various roles, industries, and work environments, allowing us to bring the best practices and solutions to empower your organization to be the best version of itself. We’re more than just an outside resource, we are partners – our team is prepared to work side-by-side with your company to streamline current processes and introduce new technology. Based in Florida, our fractional CFO services helped Tampa and Orlando-based organizations of all shapes, sizes, and industries overcome their financial accounting challenges. Today, Adventum supports companies nationwide to accelerate growth with next-level finance. We see the bigger picture and are ready to provide lasting value to propel you forward.

Leadership Services

  • C-Level Leadership
  • C-Level Management
  • Financial Planning & Analysis
  • Cashflow Management
  • Basic financial accounting clean-up
  • Movement from cash to accrual accounting
  • Accounting software implementations
  • Accounting software integrations
  • Accounting software upgrades

Accounting Services

  • Financial statement presentation within GAAP
  • Audit preparation
  • Hire and train an internal accounting team
  • Short, medium and long-term oversight
  • Board presentations
  • Board representation
  • Create investor decks and financial models for cap raises
  • Federal, state & local tax coordination

What Our Clients are Saying

Adventum stepped into an extremely challenging environment with misaligned stakeholders and helped us reach a successful outcome for all parties involved. The Adventum team provided strong leadership in managing the target company's finances and diligence leading up to this transaction.

Hubert Holmes

Managing Director Charles Towne Holdings
Adventum was instrumental in getting us prepared for our 1st round of institutional capital. They helped us identify the ideal capital partner and lead the diligence process from start to finish. Our organization is now poised to accelerate our growth.

Ashok Kartham

CEO Mize

Adventum helped us organize and structure our financials for the upcoming audit. Adventum now provided board representation and CFO leadership for our organization. We liked them so much, ultimately hired one of their people for the permanent finance leadership role.

Mike Hardy

CEO Enumerate

Adventum was instrumental in helping us raise our first round of capital. They helped us maximize enterprise value and formed the financial launch pad to propel our organization forward.

Jorge Brea

CEO Symphonic Distribution

Under their leadership, Adventum seamlessly moved our organization from cash basis to GAAP accounting and set the table for us to execute our first audit flawlessly. Adventum trained the financial team to help us maintain the highest level of financial standards moving forward.

Bart Knellinger

Progressive Dental Marketing Symphonic Distribution

Adventum has been a great resource for us to recommend. They provide financial visibility for us as we invest and help entrepreneurs and business owners thoughtfully accelerate their organizations forward.

Robert Faber

Partner Ballast Point Ventures

With a seamless integration into our executive team, Adventum provided Interim CFO services at a critical time as we prepared ourselves to raise capital.

Allan Martin

CEO Lumina Analytics

One of our franchisees needed a financial rudder and Adventum filled that role perfectly. They recalibrated the investment structure, upgraded operations and management teams, and developed new stores providing outstanding leadership in a tough environment

Nick Reader


Financial and operations leadership were needed to build out the franchise side of our business. We were able to successfully raise the capital needed and execute on the plan all with the help of Adventum.

Tony Lockhart

CEO Carsmetics

As a startup, finding players that will do anything to help you move the ball forward can be tough, Adventum brought it’s multifaceted experience to help us raise capital but beyond that, they were willing to help fill in the blanks where needed in ops, customer service, etc.

Todd Belveal

CEO Washlava

Get There Faster, and with Less Risk.

Engage with a team of experts that swiftly gets to the core of your unique issues and circumstances. With greater capability than any one individual, Adventum integrates with your organization as your CFO, or extends the capability and capacity of your in-house CFO.