CFO as a Service

Cloud9 delivers solutions that support the office of the CFO. We were founded by a CFO to curate solutions to the organizations most complex problems. We become a strategic partner to the CFO: as a source of leverage or as a sounding board with experienced professionals that have been in the CFO seat before.


CFO Advisory

In a typical CFO Advisory engagement, we become a strategic partner to the CFO. A sounding board, leverage point or business partner that has been in the CFO seat before.

Business Intelligence

In a typical business intelligence project, we assess the strategic value of innovating existing methods vs. the investment required. Along this continuum, we have performed analysis of mixed data sets, performed data quality checks, designed queries and prescribed data collection imperatives for use in on demand and predictive analytics.

Operational Finance

In a typical Finance Operations project we focus primarily on the core financial processes like order to cash, procure to pay, record to report, but also cash management, working capital and analysis of ERP systems.

Finance Transformation

In a typical Finance Transformation engagement, we help Finance organizations assess business model innovation, onshore vs offshore considerations and operational best practices

Interim Financial Management

Our interim management solutions deliver experienced Chief Financial Officer , Controller, Financial Planning & Analysis, Technical Accounting and Reporting Management expertise for your crucial roles. We integrate with your team efficiently to provide continuity for accounting, finance and business operations.

M&A Transaction Advisory

This includes buy side, sell side diligence in finance, accounting, tax. We support management through analysis, participation in management and deal team meetings and through review and strategy during the pre and post close periods.



A financial advisory firm that works at the intersection of finance and technology. Most finance professionals aren’t technologists and most technologists don’t understand the day to day objectives of today’s finance departments – that’s where we come in.

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Chad is an A player who works smart and hard to produce the best results of himself and everyone around him. He’s a pleasure to work with and see excellent things for Cloud9’s future!! A++

Mark Eliot

I've worked with the folks at Cloud9 Advisory for over 3 years now and I've always been very impressed by the suite of services they offer my business. They're always available, very friendly and most importantly they know their stuff. Very satisfied.

William DeVitoFounder & CEO CRMD, Inc.

I called Cloud9 Advisory to reconcile my books for the year and to set them up so they are streamlined moving forward. They did everything I asked and more. They added their own thoughts/advice/practices which were things I wasn’t even thinking about and were extremely knowledgeable in regard to taxes in many different areas of business. Easy to work with and A+ advice and guidance. Highly recommend.

Jon LawlessOwner, Vault Properties

Cloud9 has been a trusted advisor for my small business since 2016. Most recently, C9 helped evaluate the impact of recent tax reform (Tax Cuts and Jobs Act) on my company’s projected operations, including the corporate tax rate reduction and pass-through reforms. C9 provided me with insight and analysis tailored to my operating plans, and allowed me to make an educated decision on tax elections and other operating strategies going-forward. C9’s advisory has been instrumental in our planning for key business decisions in 2020 and beyond.

Working with C9 is a refreshing experience. I would recommend them to any business owner looking to strategically navigate any complex business decisions.

Brian HarrahyPresident, FHA Preservation Group