Financial Due Diligence & Outsourced CFO
I’m a strategic financial partner for searchers and business owners. With over 10 years of experience in the finance, from navigating multi-billion dollar M&A transactions and conducting financial due diligence at KPMG to serving as a Fractional CFO. I service buyers and sellers needing Quality of Earnings reports and sell-side accounting assistance for companies with EBITDA between $1-10 million. My industry experience includes SaaS, logistics, professional services, manufacturing, eCommerce, and small businesses.Prior experience include:
Director of Strategic Finance
Manager at KPMG
Investment Banking Associate
New York State CPA
Master of Accounting - Brigham Young University
B.S. of Accounting - Brigham Young University
Why Partner with zbCFO?
I have a curated network of bookkeepers and tax professionals to assist with all your financial needs.
Services Provided
Quality of Earnings
Sell-Side Accounting Support & Due Diligence
Buy-Side Financial Due Diligence
Fractional CFO Services
Strategic Finance
Financial Modeling
Financial Strategy
Accounting & Reporting
Advantages over internal hires & firms
Fractional cost vs. full-time hire cost and benefits
Ability to scale up to meet your needs, until you need a fulltime hire
Independent voice, without the pressure of firm goals
Limited number of clients, ensuring dedicated time and attention
Tech flexibility, I use your preferred communication channel and tech stack
True partner, able to join internal calls and meetings
Why Clients Choose Me
"Zach has been an invaluable and trusted partner for our business over the past two years, serving as our fractional CFO. His expertise in financial planning, budgeting, and expense control, combined with his CPA background, has been instrumental in helping us double our growth while becoming more efficient and well-managed. Zach’s strategic insight and trustworthy leadership have transformed our financial operations, allowing us to make confident, informed decisions. We couldn’t be happier with the results he’s delivered and highly recommend his services to any organization looking to elevate their financial strategy."
Christopher T - Grayson Partners
"I am incredibly grateful for Zach and the invaluable support he’s provided in helping my company grow. Without his expertise, I would have been lost. As an entrepreneur with a great product but struggling to understand how to become highly profitable, I deeply relate to the challenges many others face. Zach is not only easy to work with, but he’s also extremely knowledgeable. I’m particularly thankful for his exceptional Excel skills, especially when it comes to creating forecasts that give me a clear roadmap of what actions to take now to ensure a profitable future."
Chelsea B - Sapchap.com
"Zach's impact at Trampolines.com has been truly transformative for our business. His expertise in financial forecasting has given us unprecedented clarity in our cost projections and budgeting, enabling smarter decision-making across all departments. Working closely with our marketing team, he has implemented robust systems to track and optimize our spending, helping us identify our most effective channels and improve our ROI. Most importantly, his ability to translate complex financial data into actionable recommendations has given us more confidence than ever in our path forward. We highly recommend his services to any company seeking experienced financial leadership that can deliver tangible results."
Brad M - Trampolines.com
Tailored Financial Solutions
Schedule a Free Strategy Session
Let’s drive your business toward success together! With my expertise and your vision, we can develop a customized strategy that addresses your concerns and unlocks new opportunities.Click below to schedule a meeting or send a message.