Fractional CFO
Senior finance leadership on a part-time basis: accounting operations, cash, projections, and lender and diligence support, with an experienced second opinion on the decisions in between.
A family-owned advisory firm · Atlanta
Large-company financial leadership, sized for growing businesses.
Gleeson & Co. was founded by senior finance executives from public and private equity-backed companies. Together we cover the full finance function, from the close and controls to planning, reporting, strategy, and M&A, so small and growing businesses can have the same caliber of financial leadership.
Who we are
A deep finance bench, without the overhead.
Large public companies have deep finance teams behind every decision. Most small and growing businesses don’t. We founded Gleeson & Co. to close that gap.
Our founders have led accounting and finance organizations for enterprises from $500M to multibillion-dollar revenue, in public-company and private equity-backed environments, and have advised CEOs, private equity sponsors, and boards. We are a family-owned firm, built for long-term, trusted-advisor relationships, and we plan to add partners and services as the businesses we serve grow.
Meet the founding teamAdvisory services
The full finance function, sized to your business.
We work alongside owners, bookkeepers, and finance teams, and scope each engagement to what the business needs now and where it is headed.
Controller support
A dependable close, internal controls, and technical accounting guidance, including revenue and lease accounting, with finance systems and automation that hold up as you grow.
Planning & reporting
Forecasts, KPIs, and long-range plans, plus reporting that owners, boards, lenders, and investors trust, including covenant compliance and borrowing-base certificates.
Cash & working capital
Cash-flow forecasting and working-capital discipline: AP and AR processes, credit and collections, and banking and payment setup such as lockbox and ACH.
M&A & growth readiness
Support for acquisitions, integrations, and entity restructurings, and the groundwork that makes a business ready to raise capital, take on a lender, or prepare for a sale.
Receivables & collections
AR Collections Desk, our first product, turns your weekly QuickBooks A/R aging export into a steady schedule of collection letters sent from your own mailbox. Prefer it handled for you? Ask about our Desk Service.
What we bring to growth
The disciplines that let a business grow with confidence.
Cash discipline & collections
Know what is owed, what is promised, and what came in, and turn receivables into cash on a steady schedule.
Reporting owners & lenders trust
A clean close, sound controls, and reporting that holds up to a board, a lender, or an investor.
Planning & forecasting
Forecasts and KPIs that show where the business is headed, so decisions are made ahead of the numbers.
Acquisition & growth readiness
Experience with acquisitions, carve-outs, and integrations, applied to growth by acquisition or expansion.
Preparing for capital or sale
The financial foundation diligence will test, in place before a capital raise, a new lender, or a sale.
Our first product
Collect your receivables from last week’s QuickBooks export.
AR Collections Desk turns your A/R aging report into a scheduled series of collection letters sent from your own mailbox, plus a one-page Friday snapshot of what’s open, promised, and paid.
- No QuickBooks connection required, and nothing installed in your file
- Letters at the due date and at 7, 14, 30, and 45 days past due
- Disputes, promises to pay, legal holds, and do-not-contact stay in place across uploads
- Built and backed by Gleeson & Co., an advisory firm founded by senior finance executives
How we work
Large-company standards, with a long-term relationship.
Large-company discipline
The controls, reporting, and planning habits of public-company and private equity-backed finance organizations, scaled to the size of your business.
Relationships, not transactions
We are a family-owned firm built for the long term, and we expect to grow alongside the businesses we serve.
Judgment when it matters
Process and software handle the routine. When a decision needs judgment, you talk to people who have made those calls at scale.
The founding team
Two founders. The full finance function.
Between them, our founders have led finance from the close and controls to planning, reporting, strategy, and M&A.
CPA and senior finance executive
A CPA who has led accounting and finance organizations for enterprises from $500M to multibillion-dollar revenue, as VP & Corporate Controller, Global Corporate Controller, and Global Controller, building global finance teams across 30+ countries. Experience spans M&A and integrations, treasury and working capital, SOX and internal controls, and board, lender, and investor reporting.
Public-company finance and strategy executive
A long career as an executive at public companies with more than $6 billion in revenue, in the services and beverage industries. Leads finance teams as a true business partner to operations, and helped support a $3 billion merger. Experience spans M&A, financial planning and reporting, and strategy.
Start a conversation
Let’s talk about your business.
Whether you need senior finance support or a better way to collect what you’re owed, we’d be glad to hear from you.