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CENTERED ON  YOUR SUCCESS.

You know your business. We help make it a success.

Aligned Financial Services is built specifically for small to medium sized companies that need the expertise of a seasoned CFO, but may not be ready to bring one on fulltime.

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All the experience at a fraction of the cost.

WE ARE A "FRACTIONAL" CFO SERVICE

PROVIDING ON DEMAND RESULTS

FOR OUR CLIENTS.

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CFO SERVICES

Do you have a goal you’re trying to achieve but don’t know where to begin? Let me guide you. Take a look at the list of my services, and contact me if you have any questions or special requests.

CONTROLLER SERVICES

I have the knowledge and experience to meet and exceed your expectations, and offer a variety of services customized to fit your specific needs. Learn more about the services I provide, and contact me today.

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WHY USE A FRACTIONAL CFO?

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Small business owners face many challenges – managing resources, growth, change, and getting results.  This requires a detailed and balanced plan to guarantee success.  The Chief Financial Officer’s role is to advise business owners on strategy, financial and operational results, cash flow, operations, resource allocation, and profit maximization.  The CFO analyzes, predicts, and navigates through difficulties as they develop on the horizon.  Unfortunately, many small businesses cannot afford a full-time CFO, and this is where an as-needed, part-time CFO and Business Advisor is invaluable and cost-effective.

 

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Case Studies

HELPING ACHEIVE OUR CLIENTS' GOALS

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Steve Thomas founded Aligned Financial Services to help small to middle-market companies strategically focus on profitability, cash flow, and long-term value.  It is vital to align everyone in the organization around your goals, strategies, and processes to drive decisions towards efficiency and profit maximization.  Steve is a highly experienced CPA, CFO, and Controller with a background in diverse industries including distribution, retail, aviation, SaaS, healthcare, and service companies.

Testimonials
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WHAT MY CLIENTS HAVE TO SAY

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I’ve always been committed to helping my clients thrive and reach their goals. Every unique client is important to me, and it’s my pleasure to share some of their reviews with you.


For additional information, get in touch today.

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Steve has always demonstrated strong financial leadership and management.  At HCA Health Information Associates, he orchestrated through very complex financial and organizational challenges returning the company to profitability well ahead of schedule and all without significant turnover of staff.  His ability to quickly isolate the root cause of business and financial issues has always impressed me.  Steve is someone I recommend for any company looking for these qualities in the next leader for their financial management team.

Ronald Bowron

HCA Health Information Associates

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