my cfo to go

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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

fractional CFO
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Provide strategic and financial guidance
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Prepare organized and timely financial reporting
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Implement proper processes and procedures
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Integrate financial function into the operations of the business to allow data-driven decisions
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Develop financial dashboard and financial key performance indicators (KPI's)
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Oversee finance and accounting staff
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Develop company budget process and budget
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Provide monthly variance analysis based on budget

accounting services
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Clean-up historical accounting records
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Organize the Chart of Accounts
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Improve accounting from cash basis to accrual basis of accounting
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Provide bookkeeping services including: reconciliations of company bank, credit card and other key accounts
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Categorize transactions and prepare necessary journal entries to post to the general ledger
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Manage receivables and payables
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Perform month-end close procedures
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Prepare monthly financial statements and perform key analyses

process & procedures
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Evaluate current company accounting processes and procedures
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Develop processes, procedures, and controls and implement across your organization
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Ensure appropriate roles and responsibilities are clearly defined and accountability measures are implemented
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Leverage accounting software to help businesses track data that is key to operations
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Integrate operational processes into the accounting function to produce a set of reliable financials
about
us

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


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.

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.

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.

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.

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.

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.



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