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 |

San Francisco’s Trusted CFO and NetSuite Consulting Firm

Searching for expert CFO advisory and NetSuite consulting services in San Francisco? At Roundtable Strategy Advisors, we provide tailored financial and ERP solutions to help businesses succeed in the competitive and innovative San Francisco market.

Why Choose Roundtable Strategy Advisors?

As a boutique consulting firm serving San Francisco, we specialize in:

CFO Advisory Services

Strategic financial leadership to drive growth, improve efficiency, and navigate challenges.

NetSuite ERP Implementation:

Streamlined ERP solutions to enhance your operations and boost productivity.

Custom Financial Solutions:

Tailored strategies for the unique needs of San Francisco-based companies.

CFO and NetSuite Expertise for San Francisco Companies

With years of experience supporting businesses in San Francisco’s leading industries—including technology, biotech, finance, and e-commerce—we deliver actionable insights and measurable results. Whether you’re an emerging startup or an established enterprise, we provide the expertise you need to achieve your financial and operational goals.

Our San Francisco Services Include:

  • Fractional CFO Services: Access top-tier financial expertise without the cost of a full-time CFO.
  • NetSuite ERP Implementation and Optimization: Seamless integration and ongoing support to maximize your ERP’s performance.
  • Financial Planning and Analysis: Reliable forecasting and budgeting tailored to the fast-paced San Francisco market.
  • Mergers & Acquisitions Support: Expert guidance for navigating complex transactions and integrations.

Serving San Francisco’s Innovative Business Community

From the bustling financial district to the startups in SOMA and the thriving tech companies across the Bay Area, Roundtable Strategy Advisors is proud to support San Francisco’s business ecosystem. Our local expertise ensures we understand the unique opportunities and challenges of this vibrant region.

Contact Us for a Consultation

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