Accounting and risk advisory
Think.
Re-think.
We help business owners, boards and families see two things clearly — their numbers and their exposure — and then re-think how they grow.
Why we exist
CR Advisory exists to build trusting relationships with business owners — and to help them grow, thrive and solve important problems with financial and strategic expertise.
Two practices. One view of your business.
Accounting & Finance
Numbers you can run the business on
- Fractional CFO / Controller
- Bookkeeping, payables, receivables and payroll
- Forensic reviews and quality of earnings
- Process assessments
- QuickBooks ProAdvisor services and migrations
Think: month-end reporting. Re-think: timely numbers every week.
Risk & Technology
Know your exposure before someone else does
- Risk management and governance
- Fractional CISO (vCISO) and cybersecurity assessments
- Turning critical spreadsheets into secure applications
- Technology advisory and process automation
- OSINT digital-footprint assessments, powered by Argus
Think: a stronger firewall. Re-think: what the internet already knows about you.
Video series
Think… re-think.
Short conversations that take a common assumption about money, risk or technology — and turn it over.
Episode 1
Coming soon
Episode 2
Coming soon
Episode 3
Coming soon
What working with us looks like
Back-office relief
We take on the back-office work that pulls owners away from the business, and report back clearly and transparently.
Reporting you don't wait for
We assess your technology and processes so you get timely financial reporting more often — not just at month-end.
Growth that holds up
We help leaders set strategy, reduce risk and build processes that keep pace with the company's growth.