Set the heading. We'll build the engine.
CFO Steer is a technology-led finance and tax firm. We pair senior CFO advisory with the engineering muscle to re-build the finance function on modern systems, automation, and AI — for faster closes, forecasts you can trust, and a real-time view of where the business stands.
A CFO's judgment paired with the engineering muscle to rebuild finance — not just recommend it.
Companies outgrowing spreadsheets, preparing for a raise, or standing up modern finance.
Enterprise-grade capability without the enterprise payroll.
Every engagement targets a finance function that reports in days, not weeks.
Advice without implementation is a slide deck. Software without judgment is a bill. Modern finance needs both — under one roof.
Growing companies don't need another framework. They need a finance function that reports in days, not weeks. Forecasts that hold up under scrutiny. Systems that scale without a rebuild. Tax handled proactively, not reactively.
That takes a team that can sit in the CFO's seat, design the target-state architecture, and stay long enough to see the code deployed and the cadence hold. That's what we do.
Chart the course, build the engine, capture the value. Every service is designed to be bought individually or as part of a full function rebuild.
Fractional and interim CFO leadership, FP&A, cash and capital — senior CFO judgment on tap.
Explore Advisory 02 Build the engineRedesign the operating model. Implement or migrate ERP (SAP, Oracle, NetSuite, D365, QuickBooks and Sage). Master data, analytics, automation, AI, and BPM/GCC.
Explore Transformation 03 Capture the valueTax transformation and SALT consulting — connected to your data, not siloed after the fact.
Explore Tax 04 How we workChart. Steer. Hold the course. A three-phase model for every engagement — diagnostic to durable cadence.
See the method 05 PerspectivePractical papers on invoicing automation, month-end close, master data — patterns from live engagements.
Read papersWe don't stop at the deck. We implement systems, automations, and AI — and own the outcome.
Strategy, transformation, and tax under a single roof — so nothing falls between advisors.
Automation and AI designed into the function from day one, not bolted on afterward.
Enterprise-grade capability without the enterprise payroll. Buy the heading, not the headcount.
A 30-minute call to pressure-test where you are and where the gaps are — no deck, no obligation.