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Your Trusted Partner in Financial Growth

C-level Strategy for Unmatched Growth

Facts and Figures

We’re good with numbers

15

Years of Experience

36

Qualified Experts

120

Clients

Every Year

9

International Partners

 We believe that every organization can benefit from having a CFO and Controller to help achieve their goals. Our team of experienced professionals provides the financial expertise and support needed to elevate your business.

Our Team
A seasoned professional with expertise in accounting, finance, project management and systems to help advise our clients on strategy, operations, organization, M&A, IPO and Business process improvement across all industries. Using his innovative and customized solutions, he often finds money that more than offsets his costs . In fact, over the last decade, he has saved his clients more than $8 million dollars that they have been able to invest in other key initiatives or capital projects.

Jayson Potts, President

CFO, Recruiting Specialist

Adrian is an experienced CFO/Corporate Controller in the software, oil & gas, healthcare, engineering, financial services and hospitality sectors in both the USA & Europe. Skills include: Finance Management, both for SEC and private companies, technical accounting research, US GAAP, IFRS and SEC reporting standards, major business restructuring and M&A projects.

Adrian Lamberti

CFO

Carrie is a CFO/Controller with over 20+ years of direct client management in all levels of financial reporting, operational growth, strategy planning and team development. Experience across multiple industries including non-profit, insurance, and privately owned businesses wanting improved financial and operational efficiencies, liquidity assessment and planning or identifying other areas of revenue generation. My goal is to help business owners understand their business and integrate solutions to achieve their goals.

Carrie May

CFO

CFO that loves maximizing business growth and profitability exponentially. Bob is a strategic Fractional CFO and Transformational Technology Leader with extensive experience in accelerating growth, creative problem solving, operations management, mentoring and training. He has a real passion for helping both large and small companies’ setup and implement financial, operational and digital transformation initiatives that improve processes, reduce expenses and drive bottom-line profits.

Bob Fox

CFO

Wendy Pritchett is an accomplished finance and accounting executive with a rich background in scaling businesses and advancing growth through strategic fiscal decisions. Based in Texas, Wendy's prowess in financial planning, analysis, strategic and capital planning, and budgeting is evident from her successful track record. She has demonstrated exceptional skills in business process improvement, SEC reporting, compliance, and financial modeling, team management and oversight, making her a versatile leader in fast-paced environments.

Wendy Pritchett

Controller

Controller, financial professional and former US Marine with extensive accounting expertise and ability to manage complex projects. Brian works across many accounting software platforms to consolidate and bring data into focus for executive teams. His work ethic and bushy beard bring a one-two punch to our team. Brian is also the owner/operator of The Smoking Lamp Cigar Lounge in Allen, TX where you may find him working from his laptop from time to time!

Brian Berry

Controller & Cigar Aficionado

Kim is a highly experienced Sr level accounting professional with extensive project work across industries and company sizes. Her additional to C-Suite Support brings our clients an accounting team leader with a "get it done" attitude. She can provide excellent project leadership to get difficult projects complete in a timely manner.

Kim Lloyd

Sr Accountant

Holly is a certified Dream Manager and her expertise in this field brings our clients an opportunity to implement the program to build a better culture and provide a proven solution to employee success and happiness.

Holly Curtis

Dream Manager

Isabela is a Strategic Communication Management Professional with broad expertise in Marketing, Corporate Communications, and Content Development. She's passionate about leading teams and organizations to engage with their stories to create successful communication campaigns. In her 17 years of experience, Isabela has successfully deployed Marketing campaigns on digital and traditional media for Software development, Nearshore services, and Solar technology among other industries.

Isabela Velasco

Marketing Director

About Us

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Testimonials

What our clients say

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Louise Maxwell

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Josh Phillips

Our Network

United in Excellence: Showcasing
Our Client Collaborations

Strategic Expertise,
Fractional Commitment:

Unlock the power of executive-level expertise without the full-time commitment.

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Buffalo Strategic CFO delivers tailored, fractional support in finance and operations empowering small and medium-sized businesses to thrive with strategic insights and operational excellence.

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Business meeting
On-Demand Finance Support for Small and Medium-sized businesses.

Our fractional C-Suite Support services offer you the expertise of a high-level executive, tailored to your unique needs and budget, ensuring you make informed decisions that drive profitability and sustainable growth.

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Talk to us today and gain the strategic financial insights that can propel your company to new heights.

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