Clarity. Candor. impact.
Helping small business owners unlock cash flow, profitability, and peace of mind.
Your Business deserves CFO-level Insight
Strategic Projects & Growth Enablement
From vendor negotiations to pricing analysis, we tackle high-impact initiatives that improve margins, streamline operations, and fuel growth.
CFO Advisory & Financial Strategy
See your business through a CFO’s lens. From cash flow forecasts to investor-ready models, we guide growth, capital raises, and smart decision-making.
Operational Finance & Controls
No more financial surprises. We implement bookkeeping, dashboards, and controls that create accountability and visibility across your business.
Castle & Rook gives you the financial clarity to scale with confidence.
More than outsourced finance, we’re seasoned CFOs who have led companies through growth, capital raises, and operational challenges. Our mission: help small business owners achieve financial freedom and sustainable growth.
When you work with Castle & Rook, you don’t just get an advisor — you gain access to a network of CFO expertise built across industries and decades.
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