Finance & operations partners

We get your business ready for what's next.

Grow, raise, sell, or stabilize, whatever your next chapter is, Riley Financial Consulting builds the financial foundation to get you there: clean books, sharp models, and systems that hold up under pressure.

What we do

Four ways to work together, one goal in mind.

Everything ladders up to the same outcome: a business that runs well and can withstand scrutiny, whether that's an investor, an acquirer, a lender, or your own board.

Foundation

Systems & Turnaround

The infrastructure your business runs on: the right tools, clean processes, and a stabilization plan when cash is tight. This is the work that makes growth, and any future raise or sale, possible.

  • Accounting setup & cleanup (QBO)
  • Spend, expense & AP automation (Ramp, Fyle)
  • Payroll, HR & time tracking (Rippling)
  • Client invoicing & billable hours workflows
  • 13-week cash flow triage
  • Reporting & KPI infrastructure
Monthly

Bookkeeping

Monthly bookkeeping held to a CFO's standard. We've cleaned up after many, many bookkeepers and accountants, so we know exactly where books go wrong and what it costs you when they do. Ours are built to hold up, whether it's a lender, a buyer, an investor, or your CPA at tax time looking.

  • Monthly close, reconciliations & reporting
  • Books maintained diligence-ready, always
  • Catch-up and cleanup when you're behind
Transactions

Exit & Raise Readiness

A bounded, 90–180 day engagement that gets your financials, data room, and story ready, whether you're getting ahead of a raise or sale, or a deal is already on the table.

  • QoE-ready financials and clean history
  • 3-statement models and scenario planning
  • Data room build and diligence management
Ongoing

CFO Advisory Services

Strategic finance leadership for companies at any stage, whether or not a deal is on the horizon.

  • Financial modeling & forecasting
  • Cash flow management
  • Board and investor reporting
How we work

Part of your team, without the full-time headcount.

We work inside your business, in your systems, your meetings, and your numbers, and we bring decades of experience to the table. We've run the systems, built the forecasts, and answered the diligence lists ourselves, not just advised on them.

01

Diagnose

We assess where the business actually stands today: what's working, what's broken, and what a lender, buyer, or investor would flag first.

02

Build

We build the systems, the model, and the reporting, in the order that matters most for where you're headed.

03

Run point

Whether it's a systems rollout or a diligence request list, we own it. Your team stays focused on operating the business.

04

Deliver

We stay through the finish, a launch, a turnaround, a close, and hand you a business that runs without us.

Who you'll work with

A husband-and-wife team, two CFO backgrounds.

We met in a finance class in undergrad at the University of Denver, where we both earned our BSBA in Finance. From there we moved to Portland and into corporate finance, Addy at adidas and then Nike, Alex at Intel. We went on to earn our MBAs together at Willamette University. We're highly competitive and highly collaborative, and our clients get the benefit of both.

AR

Addy Riley

CFO & Founder

Addy has spent over fifteen years building and leading finance functions inside high-growth consumer brands, from global platforms like Nike and adidas to Brand CFO at Smith Optics. She has served as Chief Financial Officer for a fast-scaling consumer wellness brand, building its financial infrastructure from the ground up and leading capital strategy including debt and equity fundraising, and as Head of Finance at Humm Kombucha, where she ran financial due diligence and post-close integration through a successful acquisition. She has run Riley Financial Consulting, her own fractional CFO practice, for the past eight years, supporting consumer, SaaS, and service-based businesses.

M&A due diligence DTC operations CPG SaaS Service businesses
AR

Alex Riley

CFO & Founder

Alex has spent his career building the financial backbone of fast-moving companies. He started at Intel, where over four and a half years he rose from financial analyst to finance team lead inside one of the most demanding finance organizations in global manufacturing. He went on to lead financial planning and analysis at Craft Brew Alliance, then served as CFO at Ummino and Take Two, building forecasting, reporting, and cash management from the ground up. He has run or advised finance for companies across beer, wine and spirits, CPG, nonprofits, and biotech. His approach is the same everywhere: build systems and forecasts leadership can actually trust, then use them to drive decisions instead of just reporting on what already happened.

Manufacturing FP&A Multi-industry

"We don't just report the numbers, we understand what's actually happening in the business, and we can tell that story with confidence to anyone across the table."

Who we work with

Growing faster than their systems.

Scaling & growing

Businesses that have outgrown how they operate and need the systems, processes, and reporting to support the next stage.

Raising a round

Companies preparing investor-grade reporting and a model that holds up under term sheet scrutiny.

Heading toward a sale

Companies that want clean books and a data room ready before a buyer starts asking.

Turnaround mode

Businesses where cash is tight and nothing is working the way it should, and things need fixing in the right order, fast.

Manufacturing & production

Companies managing cost structure, margin, and cash across physical production, not just software or DTC.

SaaS & service businesses

Recurring revenue and billable-hours businesses that need clean metrics, invoicing, and the reporting investors expect.

Earlier-stage builders

Teams building their first real finance function, before they need it to survive scrutiny.

Get in touch

Wherever you're headed, let's get you there.

Send us an email and tell us what's not working, or what you're working toward. We'll tell you honestly whether we can help, no sales pitch.

hello@rileyfinancialconsulting.com →