Unlock Your Business Potential

Hi I'm Zach, a strategic financial partner for ambitious founders and business owners. With over 10 years of experience in the finance world, from navigating multi-billion dollar M&A transactions and conducting financial due diligence at KPMG to serving as a Fractional CFO. I focus on transforming complex financial data into a clear, actionable roadmap for growth. I partner with entrepreneurs to build robust financial models, enhance profitability, and instill the confidence needed to make critical business decisions. Ultimately, I help you avoid costly mistakes, seize opportunities, and build a more profitable, scalable, and resilient business.Prior experience include:

  • Director of Strategic Finance

  • Manager at KPMG

  • Investment Banking Associate

  • New York State CPA

  • Master of Accounting - Brigham Young University

Why Partner with zbCFO?

I have a curated network of bookkeepers and tax professionals to assist with all your financial needs.


Services Provided

  • Fractional CFO Services

  • Quality of Earnings / Financial Due Diligence

  • Strategic Finance

  • Budgeting & Forecasting

  • Financial Modeling

  • Financial Strategy

  • Accounting & Reporting


Advantages over internal hires & firms

  • Fractional cost vs. full-time hire cost and benefits

  • Ability to scale up to meet your needs, until you need a fulltime hire

  • Independent voice, without the pressure of firm goals

  • Limited number of clients, ensuring dedicated time and attention

  • Tech flexibility, I use your preferred communication channel and tech stack

  • True partner, able to join internal calls and meetings


Why Clients Choose Me

"Zach has been an invaluable and trusted partner for our business over the past two years, serving as our fractional CFO. His expertise in financial planning, budgeting, and expense control, combined with his CPA background, has been instrumental in helping us double our growth while becoming more efficient and well-managed. Zach’s strategic insight and trustworthy leadership have transformed our financial operations, allowing us to make confident, informed decisions. We couldn’t be happier with the results he’s delivered and highly recommend his services to any organization looking to elevate their financial strategy."

Christopher T - Grayson Partners

"I am incredibly grateful for Zach and the invaluable support he’s provided in helping my company grow. Without his expertise, I would have been lost. As an entrepreneur with a great product but struggling to understand how to become highly profitable, I deeply relate to the challenges many others face. Zach is not only easy to work with, but he’s also extremely knowledgeable. I’m particularly thankful for his exceptional Excel skills, especially when it comes to creating forecasts that give me a clear roadmap of what actions to take now to ensure a profitable future."

Chelsea B - Sapchap.com

"Zach's impact at Trampolines.com has been truly transformative for our business. His expertise in financial forecasting has given us unprecedented clarity in our cost projections and budgeting, enabling smarter decision-making across all departments. Working closely with our marketing team, he has implemented robust systems to track and optimize our spending, helping us identify our most effective channels and improve our ROI. Most importantly, his ability to translate complex financial data into actionable recommendations has given us more confidence than ever in our path forward. We highly recommend his services to any company seeking experienced financial leadership that can deliver tangible results."

Brad M - Trampolines.com


Tailored Financial Solutions

Monthly Forecast


  • Custom monthly forecast built on key drivers of your business

  • Historical monthly trend analysis of financials

  • Custom KPI dashboard

  • Monthly finance and strategy review call


FRACTIONAL FINANCE


  • Custom monthly forecast built on key drivers of your business

  • Historical monthly trend analysis of financials

  • Custom KPI dashboard

  • Monthly finance and strategy review call

  • Annual budgeting process

  • 24-month forecast includes monthly variance analysis

  • Scenario planning

  • Inventory purchasing and management meeting

  • Unit economic analysis


FINANCE PARTNER


  • Custom monthly forecast built on key drivers of your business

  • Historical monthly trend analysis of financials

  • Custom KPI dashboard

  • Monthly finance and strategy review call

  • Annual budgeting process

  • 24-month forecast includes monthly variance analysis

  • Scenario planning

  • Inventory purchasing and management meeting

  • Unit economic analysis

  • Weekly finance meeting

  • Attend internal calls and meetings as needed

  • Collaborate with outside vendors and parties including investor and banking relationships


Schedule a Free Strategy Session

Let’s drive your business toward success together! With my expertise and your vision, we can develop a customized strategy that addresses your concerns and unlocks new opportunities.Click below to schedule a meeting or send a message.