As businesses grow, their financial complexities increase, often surpassing the capabilities of basic accounting or internal financial management. For small and medium-sized enterprises (SMEs) with revenues between $1 million and $10 million, this can signal the need for a Chief Financial Officer (CFO). A CFO brings strategic financial oversight, helping manage growth, optimize cash flow, and prepare for fundraising or investor relations. However, many SMEs may not require a full-time CFO and can benefit from the cost-effective, flexible solution of hiring a fractional CFO.
Our fractional CFOs not only focus on driving enterprise value but are also adept at minimizing risks. Their expertise extends to providing forward-thinking strategies and helping your company reach its goals. They ensure:
Here's our simple process to get started with our Fractional CFO Services:
ISLE has worked with Optima’s accounting team for over a decade. We consider Optima more than a solid vendor; they are a trusted partner.
We have leaned heavily on Optima for a wide variety of needs, including entry-level accounting projects, full-service general ledger management, and Fractional CFO talent.
The team always ensures a clear understanding of our specific needs for every project/hire to ensure they place the perfect staff member to meet our accounting/finance objectives. I strongly recommend Optima to anyone in need of contract accounting and financial support.
Taylor is Optima Office’s Chief Operating Officer and serves as a consulting CFO for Optima clients. He’s a seasoned senior finance executive with comprehensive experience ranging from East Coast Big 4, Wall Street Investment Banks to Southern California retail, biotech and manufacturing. Taylor joins after leaving Campton Private Equity Advisors as a Managing Director. Preceding that, he was a founder and CFO of BioMagic Inc., Head of Business Development and COO of ICN (now Valeant) $100 million international division, CFO & COO of The Walking Company, and CFO and board member of several privately held companies. Taylor began his career with Deloitte Haskins & Sells in New York before moving on to Investment Banking where he spent 10 years with Shearson Lehman and Smith Barney.
He possesses strong leadership skills complemented by extensive international and domestic finance and operations management experience.
Taylor is a strategic problem solver who can quickly identify inefficiencies and reconfigure systems and reporting to better meet revenue targets and business demands. He has a proven track record of accomplishments in multiple areas, including planning & analysis, new business development, mergers & acquisitions, expense reduction, operations, and corporate administration. He holds a Bachelor of Arts degree in Economics from Princeton University and a Master of Science degree in Accounting from New York University Graduate School of Business Administration.
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