optimal outcomes using data, analysis, software & experience

Our Services

Our mission

Consolidating years of broad and extensive accounting, reporting, operational, compliance, regulatory, financial, strategic planning, analysis and capital markets experience - GFO helps drive growth, establish and streamline operations, organize accounting and reporting, build management and operational teams, as well as assist with non-core business activities, so you can focus on what you need to achieve your long term goals.

We build the processes, tools and services that allow you to best collect, monitor, and evaluate your business, your assets, your investments, your family, your life, your interests and your exposures, in real time and with as much granularity as needed, so that planning and actions can be made quickly and confidently based on the facts.

Client Company Sectors Include:



Broker Dealers & RIAs

Family Offices


Heavy Machinery

High Tech

Medical Diagnostics

Packaging & Paper

Real Estate


What we can do for you

Using our expertise and customizable software solutions, we help business owners & family offices manage their:

  • Compliance & Regulatory Services
  • Corporate Governance Planning
  • Defensive Intelligence
  • Document Management
  • Due Diligence
  • Expert Witness Services
  • Estate Planning
  • Facilities & Equipment Management 
  • Financial Modeling
  • Forensic AML Investigation
  • Fleet Management
  • HR Services
  • Independent & Government Audit Prep
  • Insurance Needs & Claims
  • Investment Management
  • IP Management
  • Law Firm Management
  • Local/State Grant & Tax Negotiations
  • M&A Activities
  • Money Raises
  • Operating Businesses
  • Partnerships
  • Public Relations
  • Rare Collectibles
  • Real Estate
  • Strategic Planning
  • Treasury Functions