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The Results

Satisfaction guaranteed — but don’t just take our word for it.
See why our clients love working with AdaptCFO.

TESTIMONIAL
“Since we started working with AdaptCFO, I have been able to focus on the bigger picture and growing my business. It’s fantastic to get a highly qualified part-time CFO for my company’s needs, but not overspend on a full-time executive. I would highly recommend Eric to help any fast-paced company plan for their financial stability and future growth.”

-Annie Eaton, Founder & CEO at Futurus

The Results
75%
year-over-year revenue growth
Secured
~$100K
PPP SBA loan
$950K - $1.7M
ARR increase

We provide monthly reporting while leveraging dynamic technology so that Annie and her team know exactly where Futurus stands financially.

TESTIMONIAL
Working with Adapt CFO has allowed me to build a team of experts that I can trust to deliver powerful advice that helps me to accomplish important objectives like fundraising, revenue growth, and reducing cost. I would highly recommend their service to anyone looking to take their business to the next level!

– Rennie Curran, Speaker, Author, CEO of Game Changer Coaching, ex NFL & UGA player

TESTIMONIAL
Eric has a great grasp of windows applications and analytical tools, and a strong commitment to company needs. He has strong accountability, ethical values and a desire to pursue the story behind the numbers.

– Tim Horton, CFO

TESTIMONIAL
Enjoyed working with Eric at Insightpool. Really helped us pull together our financial processes and deliverables in a fast-paced environment. His capability in SaaS-based accounting areas (ex. deferred revenue scheduling) was particularly important for maintaining the integrity of our books as we progressed.

– Chris Hackney, President & COO, Insightpool (acquired by TrendKite)

TESTIMONIAL
There is no task that is too big for Eric. He welcomes all challenges with confidence and a detailed plan of action. He follows up with flawless deliverables where no detail overlooked. It was a pleasure working for Eric and I would welcome an opportunity to work with him in the future.

– Zack Eller, Financial Analyst

TESTIMONIAL
It's important to have the right team in place to manage your finances. If you are looking to start a new business or need to make a bookkeeper change, consider our partner AdaptCFO. Aside from prompt support, their fees are reasonable and they are always willing to go the extra mile to ensure our business is running smoothly and efficiently!

– Cactus Will, Varnish and Vine

Clients Trust AdaptCFO

And you will, too. Here’s why: Our core values of integrity, accuracy, and mastery fuel our mission of empowering businesses to unlock their full potential through strategic FP&A.

Our Values >
TESTIMONIAL
“AdaptCFO directly contributed to improving margins and providing a strategic focus for a large sales force. I emphatically recommend Mr. Josovitz in any financial or strategic role, especially in fast-growing, competitive spaces.”

– John Olsen, CEO & Founder at EncompassRX 

The Results
+15 %
Year over year revenue growth
+$50M
ARR INCREASE

In just six years, EncompassRX grew to be a $400M healthcare company that was ultimately acquired by CVS. AdaptCFO provided the EncompassRX executive team with transparency into the company’s financial performance and supported the growth of the national sales force.

TESTIMONIAL
“Eric and AdaptCFO have been reliable, trustworthy, and supportive in the growth of our business. Adapt’s attention to detail and motivation to provide top-tier service is hard to find compared to other temp CFO firms. It has been a pleasure so far and we look forward to the future with AdaptCFO covering our bases.”

– Brett Gelfand, Managing Partner at CannaBIZ Collects

The Results
OVER
$2,500/month
savings on audit and reconciliations

With careful monthly accounting, AdaptCFO has helped CannaBIZ Collects save over $2,500/month on audit and reconciliations from our CPA firm.

TESTIMONIAL
“Working with AdaptCFO, we’ve seen revenue improve by almost 7000% and working capital by over 900% in less than two years. Even during the peak of the pandemic when our main source of revenue [sports] was shut down, Eric and his team helped our business survive, allowing us to stay in business, keep our vendors happy, and rehire our employees."

- Adam Wexler, CEO & Founder at PrizePicks

The Results
IMPROVED EXPENSE TO REVENUE RATIO TO 
135 %
FROM 1600%
1668%
TWO-YEAR CASH
IMPROVEMENT

Through our CFO, Controller, and Accountant services, we’ve helped PrizePicks overcome key financial challenges despite a global pandemic. 

Get the Results You Want 

Cut costs and grow your revenue with AdaptCFO. Find out how you can:

  • Save up to 85% of your annual finance & accounting expenses

  • Save an additional 5-10% on CPA expenses

  • Save roughly 90% overall and still have the same services

Get Started