New Vision Business Advisors CFO

CFO Consulting For Every Stage Of Your Business


How We Serve You


Like most small- or mid-sized businesses, you don’t need a full-time CFO. Our on-demand CFO service is the finance and accounting expertise you need to reach your business goals. We serve companies from early-stage to growing businesses, through getting ready to sell. We are a CFO consulting firm based in Wellesley, MA and Brooklyn, NY and we offer remote (virtual) and in-person CFO and accounting consulting services to clients throughout the United States.


You can’t build a valuable company without a solid foundation.

NVBA CFO’s consulting services for early-stage companies will give you a solid financial footing.

Connect with us to learn more about how NVBA CFO can help you with raising capital, working with lenders and investors, managing cash flow, and forecasting your future.



Growing companies expand beyond the capabilities of their accounting department. Owners need to make decisions about the future, but accounting departments are often focused on the past.

NVBA CFO helps you see the future.

Connect with us to learn more about how NVBA CFO can help you with forecasts, cash flow management, accounting software evaluation and implementation, financial reporting, and analysis and data analytics and visualizations.


When is the right time to sell? What is your company worth? What does a buyer look for when evaluating businesses to buy? Over fifty percent of companies will not sell for what their owners expect, and many will not sell at all.

NVBA CFO’s Value Growth services can answer these questions and ensure you are prepared when you decide to exit.

Connect with us to learn more about how NVBA CFO can help you sell your company on your terms with our Value Growth solution.

Sell Busniess

Some of Our Services


Understand the impact of today’s financial decisions on tomorrow’s bottom line. Our forecasting services will give you detailed financial projections, allowing you to make more informed decisions.

Strategic Planning

Anticipate and adapt to challenges in your industry with a strategic plan. NVBA CFO offers strategic planning services to help your business excel in your unique competitive environment.

Cash Flow Forecasting

Make informed strategic decisions and build predictable cash flow for you and your business.

Data Visualizations and Analytics

Use your company’s data to get the insight you need to improve your competitive advantage.

Getting Your Business Ready To Sell

A company may have positive cash flow, profitability, and a long history of success but not be marketable, or ready to sell.

Buyers focus on areas that drive the value of your business including your sales team, your financial and legal structure, and your management team. Shortcomings in these value drivers weaken the marketability and lessen the sale price of your business.

NVBA CFO helps clients narrow their focus to the risks that have the most significant impact on their marketability and valuation. We then manage the process and work with your team to make the changes necessary to optimize your company value before you sell it.

Follow this link to learn more about how NVBA CFO can help you prepare to exit.

Merger and Acquisition Advisory

Having a Certified Merger and Acquisition Professional (CM&AP) on your team will help you understand the numerous options available as you consider selling your company or acquiring another. Navigating the buy/sell process with an objective, unbiased, professional adviser will enable you to make decisions that are best for your business.

Professional Network

Benefit from our network of professional connections including lenders, investment bankers, attorneys, human resources, marketing, tax and valuation professionals. We can build a team dedicated to the success of your company.