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Trusted Financial Consulting Services in Sunny Isles Beach
Miami CFO is a financial consulting firm dedicated to helping businesses achieve sustainable growth and profitability. With over 25 years of combined experience, our team of certified professionals provides outsourced CFO services, interim CFO support, tax planning, and wealth management solutions tailored to small and mid-sized companies. We specialize in constructing financial models, optimizing capital structures, and implementing strategic processes that enhance operational efficiency.Our expertise in M&A advisory, public accounting, and litigation support enables us to address complex financial challenges across diverse industries. By combining deep technical knowledge with practical business acumen, we empower clients to make informed decisions that drive long-term value creation. Our commitment to personalized service ensures that each client receives customized strategies aligned with their unique goals and market dynamics.
Services
CFO Outsourcing
Interim CFO
Tax Planning
Wealth Management
Financial Consulting
Highlights and features
- We offer 25+ years of financial consulting expertise in M&A and corporate restructuring.
- Our customized CFO services adapt to businesses at every growth stage.
- We implement tax strategies that minimize liability while maximizing after-tax income.
- Our wealth management solutions create personalized financial roadmaps for long-term security.
- We maintain a proven track record of improving decision-making for corporate growth.
Associations and certifications
- Certified Public Accountant
What people say
Makes it simple
Expertise in M&A
Helping us grow
Calm guidance style
Quick problem resolution
Services
CFO Outsourcing
Our outsourced CFO services provide strategic financial leadership without full-time executive costs. We develop customized financial models, optimize capital structures, and implement growth-oriented processes. Clients benefit from expert guidance in budgeting, cash flow management, and investor relations while maintaining operational flexibility.
Interim CFO
Interim CFO solutions address temporary leadership gaps during organizational transitions. We deliver immediate financial oversight during periods of rapid growth, leadership changes, or operational restructuring. Our experts stabilize financial operations, maintain continuity, and implement strategic initiatives until permanent leadership is established.
Tax Planning
Our proactive tax planning services minimize liability while maximizing after-tax income. We analyze financial situations to identify deductions, optimize retirement contributions, and implement tax-efficient investment strategies. Clients receive ongoing guidance to navigate complex tax regulations and capitalize on available incentives.
Wealth Management
Personalized wealth management services create comprehensive financial roadmaps for individuals and families. We develop customized strategies for retirement planning, intergenerational wealth transfer, and long-term financial security. Our approach combines investment management with holistic financial planning to achieve specific wealth goals.
People
Richard Pototsky
Founder & CFO Expert
Certified Public Accountant with 25+ years of financial executive experience. Specializes in M&A advisory, corporate restructuring, and strategic financial planning. Holds MBA from University of Baltimore and BA in Economics from Washington University.
Vincent Battaglia
CPA & Financial Analyst
Certified Public Accountant with 12 years of accounting experience. Former roles at Lehman Brothers and KPMG. Expertise in private equity fund administration and real estate finance. Graduated from Pace University in New York City.
Lisa Meyer
Director of Business Development
Marketing and public relations professional with extensive experience in business development. Active member of Miami Beach Chamber of Commerce and animal rescue advocate. Focuses on client relationship management and strategic growth initiatives.
Questions
What CFO services do you offer for small businesses?
We provide outsourced CFO services including financial modeling, cash flow management, and strategic planning tailored to small business needs.
How can interim CFO services benefit my company?
Interim CFOs provide temporary financial leadership during transitions, ensuring continuity and strategic direction until permanent leadership is established.
What tax planning strategies do you specialize in?
We focus on maximizing deductions, optimizing retirement contributions, and implementing tax-efficient investment strategies for long-term savings.
How does your wealth management approach work?
We create personalized financial roadmaps combining investment management with comprehensive planning to achieve specific wealth goals.
What industries do you work with?
We serve diverse sectors including industrial services, logistics, construction, and professional services with tailored financial solutions.
Reviews (1)
Kabir S.
Aug 13, 2021
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Richard is so helpful!!! The attention to detail and incredible knowledge he has made my experience so much better. Couldn't recommend them more!
