Expert CFO Services
NetSuite Professionals

Persist, Innovate, Succeed, Thrive


At RoundTable, we understand that businesses today face complex challenges. That’s why we provide comprehensive solutions tailored to the needs of our clients. We offer a wide range of services to help you grow, manage and protect your business. Our M&A team provides customized services to help you make smart decisions when buying, selling or merging companies. We provide comprehensive due diligence, market analysis and financial modeling to ensure you make informed decisions. Our CFO services offer comprehensive financial analysis, budgeting and forecasting to help you better manage your business. We also provide strategic advice on how to optimize your resources and maximize your profits. Finally, our Netsuite Consulting services provide end-to-end solutions to help you streamline your operations. We help you integrate your systems, automate processes and increase productivity.







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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.


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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.

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