Expert CFO ServicesWelcome to Financial
Leadership Reimagined.

Management goes beyond
balance sheets and financial
reports
Welcome to financial
leadership reimagined.

With us, your financial management goes
beyond balance sheets and financial reports

PERSIST | INNOVATE | SUCCEED | THRIVE

SOLUTIONS TO DRIVE GROWTH AND UNLOCK HIDDEN POTENTIAL

At Roundtable, we simplify the complexities of modern business with tailored solutions designed to drive growth, efficiency, and profitability. Whether you’re navigating an M&A deal, optimizing financial management, or enhancing operations with NetSuite, our team delivers actionable insights and results. From in-depth market analysis and financial modeling to seamless system integration and automation, we empower your business to thrive. Let us help you streamline processes, make informed decisions, and maximize your potential.

SERVICES

With us, your financial management and operations are transformed through our Expert CFO Services, NetSuite Solutions, and Custom Consulting.

CFO Services

Our CFO services offer you the financial acumen you need, precisely when you needs it

NetSuite Services

Seamlessly transition to the NetSuite platform with our structured implementation process.

Training & Support

Identify & develop custom solutions, including scripts, workflows & dashboards.

476

Projects Across The World

345,103

Hours Working On Those Projects

25,704

Cups of coffee

Why RoundTable?

When considering a financial consulting firm, it’s crucial to prioritize personalized service that caters directly to your unique needs and aspirations. Our firm stands out among the competition due to our unwavering commitment to crafting bespoke financial solutions tailored precisely to each client. We recognize that no two financial situations are alike, and thus, we take the time to thoroughly understand your objectives, constraints, and preferences before devising a strategy. With our seasoned team of experts, cutting-edge analytical tools, and extensive industry experience, we deliver unparalleled insights and guidance that empower you to achieve your financial goals with confidence. Choosing our firm means choosing a trusted partner dedicated to your financial success, ensuring that every aspect of your journey is meticulously tailored to fit your individual requirements.

Our Clients

we work with some amazing companies

What are people saying

I had the pleasure of working with Greg who was incredibly helpful with driving operational efficiency and strategic planning at Raccord. He’s a consummate professional, easy to work with and highly attuned to the needs of the business. I would recommend Greg to anyone looking for personal or professional CFO services

We have been having issues with our NetSuite implementation since we started using it. Thanks to the Team at RoundTable we now have it under control and have our system working for us and not against us.

Some Light Reading

Learning is fun