Business Details
23 Years
experience
Trusted Financial Advisers in Sacramento, CA
Adams Woollgar has been delivering exceptional financial consulting services since 2003. Our team of seasoned professionals, including CPAs with experience at Big 5 firms and international corporations, specializes in outsourced CFO and Controller services. We empower businesses to achieve clarity, growth, and long-term stability through tailored financial leadership. Our expertise spans strategic financial planning, business intelligence, due diligence, and advanced financial modeling. We prioritize client success through proven methodologies and personalized solutions.With a focus on integrity and professionalism, we serve businesses navigating growth, leadership transitions, or complex financial challenges. Our commitment to excellence is reflected in our long-term client relationships and referral-driven growth. We combine Sacramento roots with global experience to provide actionable insights and operational efficiency. Our diagnostic tools and risk management frameworks ensure sustainable success for evolving businesses. As active community contributors, we mentor local leaders and support regional organizations.
Services
Outsourced CFO Services
Controller Services
CFO/Controller Roadmap
Business Intelligence
Due Diligence
Advanced Microsoft Excel Modeling
Enterprise Risk Management
Accounting System Consulting
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of experience in financial consulting with Big 5 firm expertise
- Our team provides tailored solutions for business growth and financial stability
- We guarantee proven results through strategic CFO/Controller roadmaps
- Our professionals hold CPA certifications and international industry experience
- We combine local market knowledge with global financial best practices
What people say
Navigate financial complexities
Proven results
Much appreciated
Strategic guidance
Successful outcomes
Services
Outsourced CFO Services
Strategic financial leadership without full-time executive costs. We optimize financial processes, provide actionable insights, and guide business decisions. Our services include budgeting, forecasting, internal controls, and transaction support. This helps growing businesses maintain financial stability while focusing on core operations.
Controller Services
Day-to-day financial operations oversight with accuracy and efficiency. We handle accounting processes, month-end closes, cash flow management, and compliance reporting. Our expertise ensures reliable financial data and streamlined workflows for businesses needing experienced controller support without hiring full-time staff.
Business Intelligence
Transform financial data into strategic decision-making tools. We develop KPI dashboards, performance metrics, and reporting systems tailored to your business needs. This service enables real-time visibility into financial health and supports data-driven strategic planning for sustainable growth.
Due Diligence Services
Expert guidance for mergers, acquisitions, and business transitions. We provide acquisition modeling, data room management, and post-transaction integration support. This ensures informed decision-making and minimizes risks during critical financial events while maximizing business value.
Enterprise Risk Management
Proactive identification and mitigation of financial and operational risks. We implement tailored frameworks to protect business value, enhance decision-making, and ensure compliance. This service strengthens financial resilience and builds stakeholder confidence through structured risk monitoring and governance.
People
Mark Woollgar
Founder
Chartered Professional Accountant with experience at Deloitte, Siemens, and SAP. Specializes in CFO services, business intelligence, and financial management. Active in Sacramento business networks and community organizations.
Christina Woollgar
Co-Founder
Certified Investment Manager and Chartered Professional Accountant with expertise in controller services and cash flow management. Mentors at Women's Empowerment Sacramento and serves community organizations as treasurer.
Questions
What financial services do you specialize in?
We specialize in outsourced CFO/controller services, business intelligence, due diligence, risk management, and financial process optimization for growing businesses.
How do you tailor solutions to specific business needs?
Our CFO/Controller roadmap assesses your financial leadership structure and creates customized strategies aligned with your growth objectives and industry requirements.
What industries do you work with?
We serve diverse sectors including manufacturing, construction, entertainment products, and professional services across Sacramento and Northern California.
How can you help with business transitions?
We provide expert guidance for mergers, acquisitions, leadership changes, and ERP implementations to ensure smooth transitions and operational continuity.
What sets you apart from other financial consultants?
Our team combines Big 5 accounting firm expertise with hands-on experience, offering strategic insights and practical solutions at fractional costs.
Do you offer initial consultations?
Yes, we provide free initial consultations to understand your financial challenges and develop targeted growth strategies.
