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Modern Office

your CFO partner for your growing business

We provide strategic CFO, Controller, Bookkeeping, and HR services to business owners and CEOs seeking the expertise required to scale effectively. From accurate budgeting and enhanced financial visibility to high-impact financial strategies, our team delivers the insight and support needed to drive sustainable growth and realize your full potential.

INTRODUCTORY CONSULTATION

Dedicated to You

STRATEGIC PLANNING SESSION

Committed to Quality

services

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fractional CFO

  • Provide strategic and financial guidance

  • Prepare organized and timely financial reporting  

  • Implement proper processes and procedures

  • Integrate financial function into the operations of the business to allow data-driven decisions

  • Develop financial dashboard and financial key performance indicators (KPI's)

  • Oversee finance and accounting staff

  • Develop company budget process and budget

  • Provide monthly variance analysis based on budget

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accounting services

  • Clean-up historical accounting records

  • Organize the Chart of Accounts

  • Improve accounting from cash basis to accrual basis of accounting

  • Provide bookkeeping services including: reconciliations of company bank, credit card and other key accounts

  • Categorize transactions and prepare necessary journal entries to post to the general ledger

  • Manage receivables and payables

  • Perform month-end close procedures 

  • Prepare monthly financial statements and perform key analyses

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process & procedures

  • Evaluate current company accounting processes and procedures

  • Develop processes, procedures, and controls and implement across your organization

  • Ensure appropriate roles and responsibilities are clearly defined and accountability measures are implemented

  • Leverage accounting software to help businesses track data that is key to operations

  • Integrate operational processes into the accounting function to produce a set of reliable financials

working with the best clients and partners

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Danielle DeAngelo I CoFounder of Jane DO

"Izzy and her team have completely restructured the way we operate by creating consistency across all of our locations, creating systems to streamline our accounting process, helping us create budgets, set KPIs and truly give us the financial visibility we've needed to set us up for growth and success.
 
She took the time to listen to our goals, customized a scope of work specific to our needs and what we wanted to accomplish, worked with our timeline and very quickly became part of the team. She is a true professional whose expertise expands far beyond finance. If you think you need her, you probably DO! Connecting with her has been one of the best business decisions we have made in taking the steps to grow the company."

about 
us

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get to know us

we believe

in knowing your numbers

we strive

to be honest, especially when it's hard, to show mutual respect, to communicate in a timely fashion and to approach each challenge with the spirit of collaboration

we value

our clients and their time

meet the team

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Managing Director I Fractional CFO

Izzy Murdy, MBA

Izzy is an MBA graduate from the University of Notre Dame who has acted as a finance executive and provided outsourced CFO services, financial, and investor relations services to early and growth stage businesses. She has seen a company to exit and has over 16 years experience in building financial infrastructure, systems, and processes from the ground up to take companies from revenue generation to accelerated growth. She has defined and supported company wide strategy to drive opportunities and growth. Companies she has worked with range from software-service, product-based, health and fitness, real estate development, and more.  Annual revenues of these businesses range from start-up to $80MM with employee sizes of 20 to over 80. Her main objectives are to implement and refine accounting and finance practices, controls and monitor financial and operating performance to prioritize when, where, and how to drive changes. 

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Controller

Stacy Heffner, MBA

Stacy brings over 24 years of accounting and finance experience to assist with your company’s special short or long-term projects where continuity is essential. Her competencies include but are not limited to, controller level management, month-end close process, account reconciliations, expense analysis, budgets, forecasting, fixed assets, cost accounting, international consolidations and FX, treasury management, team building, and more within the industries of manufacturing, logistics, retail, real estate, service and more. She has experience with several ERP systems including JD Edwards (Oracle), Great Plains, QuickBooks (Online/Desktop), QAD, Sage, Appfolio, HFM/Hyperion, and more.​

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People and Operations Manager

Katya Lonsdale

Katya is a people-focused operations leader with over 15 years of experience managing human resources, financial operations, and organizational workflows across diverse industries, including real estate, hospitality, coworking, and retail. Known for her strategic advisory approach and concierge-level service, Katya has a proven track record of optimizing HRIS systems, streamlining financial processes, and fostering inclusive, high-performing workplace cultures.

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Finance Analyst

Alex Winkler

Alex serves as a Finance Analyst, where he supports financial operations through reporting, cash flow analysis, budgeting, financial modeling, and KPI tracking. He builds and refines dashboards and forecasting tools to drive decision-making and support fiscal discipline. Alex also contributes to day-to-day accounting and month-end close processes. Alex developed a well-rounded background in both accounting and finance through experience in the real estate and hospitality sectors. His areas of expertise include full-cycle accounting, financial reporting, process improvement, ERP implementation and optimization, and loan management.  Alex holds a degree in Finance from Nazareth University, where he was a member of the varsity lacrosse team. 

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Senior Accountant

Alejandra Villalon, CPA

Ale is a Senior Accountant with a B.S. in Accounting and 10 years of experience, including 4 years working with US-based clients across multiple industries. She specializes in end-to-end bookkeeping, month-end close, reconciliations, financial reporting, and AR/AP management across a diverse client portfolio. Maria has hands-on experience with e-commerce platforms including Shopify, Stripe, Amazon, Uber Eats, Toast, and DAP, with deep expertise in fee review, payout analysis, and platform workflows. Her competencies include COGS calculations, inventory analysis, gross margin reporting by product line and sales channel, cash flow projections, and liquidity planning. Proficient in conducting monthly client financial reviews, onboarding new clients, and establishing structured workflows to drive accuracy and continuity. Skilled in training junior staff, aligning accounting managers on standardized processes, and advising in-house client teams to support operational consistency.

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Accountant

Suzie Gaerlan

Suzie is an Accountant with a B.S. in Accountancy and 5 years of experience working with US-based clients across multiple industries. She brings strong hands-on expertise in full-cycle bookkeeping, including accounts payable, accounts receivable, journal entries, month-end close, and monthly bank and credit card reconciliations. Proficient in QuickBooks Online, Xero, Bill.com, ADP, Avalara, Gusto, and Yardi, ensuring accurate and compliant financial management across platforms. Skilled in cleanup and catch-up work for clients with up to 2 years of backlogged transactions, and experienced in implementing process improvements including standardizing charts of accounts and establishing monthly reconciliation checklists to improve reporting accuracy. Suzie balances execution with structured review responsibilities, leading 4 associates while owning month-end close components for multi-entity healthcare and professional services clients.

get in touch

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1040 S. Gaylord St.

Denver, CO 80209

303.653.4043

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