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

Roundtable Strategy Advisors |

Boston’s Premier CFO and NetSuite Consulting Firm

Looking for expert CFO advisory and NetSuite consulting services in Boston? Welcome to Roundtable Strategy Advisors, where we deliver tailored financial and ERP solutions designed to help your business thrive. Located over on Congress Street, we are your friendly neighborhood consulting firm. 

Why Choose Roundtable Strategy Advisors?

As a boutique consulting firm headquartered in the Boston area, we specialize in providing:

CFO Advisory Services

Strategic financial leadership to guide your business through growth, challenges, and transformation.

NetSuite ERP Implementation:

Seamless NetSuite integration to streamline operations and enhance productivity.

Custom Financial Solutions:

Tailored approaches to meet the unique needs of your organization.

CFO and NetSuite Expertise You Can Trust

Our experienced advisors have a deep understanding of the financial and operational challenges businesses face in Boston’s dynamic marketplace. Whether you’re a growing startup, a mid-sized company, or an established enterprise, our team provides actionable insights and measurable results.

Our Boston-Based Services Include:

  • Fractional CFO Services: Gain the strategic advantage of a CFO without the full-time cost.
  • NetSuite ERP Implementation and Optimization: Get your NetSuite system up and running quickly, and optimize it for maximum ROI.
  • Financial Planning and Analysis: Accurate forecasting and budgeting tailored to Boston’s competitive business landscape.
  • Mergers & Acquisitions Support: Expert guidance to navigate complex transactions with confidence.

Serving Boston’s Vibrant Business Community

Roundtable Strategy Advisors is proud to partner with businesses across Boston, from the bustling innovation hubs in Kendall Square and Seaport District to the historic centers of finance in Downtown Boston. Our local expertise ensures we understand the unique opportunities and challenges facing your business.

Contact Us for a Consultation

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