Fractional CFO
Senior finance leadership on a part-time basis: accounting operations, cash, projections, and lender and diligence support, with an experienced sounding board on the decisions in between.
Accounting & Finance Leadership, Right-Sized.
Large-company financial leadership, sized for growing businesses.
Gleeson & Co. is led by founder Todd Gleeson and backed by in-house experts. We cover the full finance function, from the month-end close and controls to planning, M&A, and finance systems, for growing businesses that want senior talent without a full-time payroll.
Free Scorecard: 5–7 minutes, no sign-in, instant readout of where your finance function stands.
Who we are
A deep finance bench, without the overhead.
Large public companies have deep finance teams behind every decision. Most small and growing businesses don’t. We founded Gleeson & Co. to close that gap.
Experience across our team: Todd’s FP&A, M&A, and capital planning leadership, combined with our in-house experts’ controllership, SEC reporting, internal controls, fractional CFO skills, and finance-systems projects on Oracle, SAP, BlackLine and Workiva.
Across our team, we have led accounting and finance work for enterprises from $500M to multibillion-dollar revenue, in public-company and private equity-backed environments, and have advised CEOs, private equity sponsors, and boards. We are a family-owned firm, built for long-term, trusted-advisor relationships, and we plan to add partners and services as the businesses we serve grow.
Meet our teamAccounting & advisory services
The full finance function, sized to your business.
From fractional accounting and the month-end close to CFO-level leadership, we work alongside owners, bookkeepers, and finance teams, and scope each engagement to what the business needs now and where it is headed.
Fractional accounting & controller
Hands-on fractional accounting and controller support: a dependable month-end close, account reconciliations, internal controls, and technical accounting guidance, including revenue and lease accounting, with finance systems and automation that hold up as you grow.
Planning & reporting
Forecasts, KPIs, and long-range plans, plus reporting that owners, boards, lenders, and investors trust, including covenant compliance and borrowing-base certificates.
Cash & working capital
Cash-flow forecasting and working-capital discipline: AP and AR processes, credit and receivables follow-up, and banking and payment setup such as lockbox and ACH.
M&A & growth readiness
Support for acquisitions, integrations, and entity restructurings, and the groundwork that makes a business ready to raise capital, take on a lender, or prepare for a sale.
Receivables & cash forecasting
Ledgerkind AR, our first product, turns your QuickBooks A/R aging into a steady schedule of payment reminders sent from your own mailbox, with a 13-week cash forecast included, for $49 a month or $490 a year per company.
Free · 5–7 minutes · No sign-in
How right-sized is your finance function?
Take the Right-Sized Finance Scorecard online: 26 quick questions across eight areas, from the monthly close and cash to growth and lender readiness. See your score, your top three priorities, and the level of support that fits, right away.
What we bring to growth
The disciplines that let a business grow with confidence.
Cash discipline & receivables
Know what is owed, what is promised, and what came in, and turn receivables into cash on a steady schedule.
Reporting owners & lenders trust
A clean close, sound controls, and reporting that holds up to a board, a lender, or an investor.
Planning & forecasting
Forecasts and KPIs that show where the business is headed, so decisions are made ahead of the numbers.
Acquisition & growth readiness
Experience with acquisitions, carve-outs, and integrations, applied to growth by acquisition or expansion.
Preparing for capital or sale
The financial foundation diligence will test, in place before a capital raise, a new lender, or a sale.
Our first product
Get paid on schedule, and see your cash 13 weeks out.
Ledgerkind AR turns your A/R aging into a scheduled series of payment reminders sent from your own mailbox, a 13-week cash forecast with your open bills, and a one-page Friday snapshot of what’s open, promised, and paid.
- Connect QuickBooks Online read-only, or upload the export you already run
- Reminders at the due date and at 7, 14, 30, and 45 days past due
- $49 a month or $490 a year per company, with the 13-week cash forecast included
- Disputes, promises to pay, legal holds, and do-not-contact stay in place across uploads
- Built and backed by Gleeson & Co., an accounting and finance advisory firm led by founder Todd Gleeson
How we work
Large-company standards, with a long-term relationship.
Large-company discipline
The controls, reporting, and planning habits of public-company and private equity-backed finance organizations, scaled to the size of your business.
Relationships, not transactions
We are a family-owned firm built for the long term, and we expect to grow alongside the businesses we serve.
Judgment when it matters
Process and software handle the routine. When a decision needs judgment, you talk to people who have made those calls at scale.
Our team
Led by Todd. Backed by experts.
Together, Todd and our in-house experts cover finance from the close and controls to planning, reporting, strategy, and M&A.
Senior talent when you need it, not payroll when you don’t. Our team scales up for the acquisition, the system launch, or the lender deadline, then steps back, so growing businesses get big-company depth at the size their stage calls for.
Todd Gleeson
Todd brings 24 years of corporate finance leadership from Primo Water (water.com), America’s leading home and office water delivery business. He rose from Senior Financial Analyst to Senior Director of Finance while the company grew from about $1B to $6B, mostly through acquisitions, under corporate, private equity and public-company ownership.
Todd led FP&A for a $2B business across three regions and worked on seven acquisitions. On those deals he shaped the models, integrated the systems after closing, and tracked revenue and customer retention to confirm each deal delivered what was promised. He also guided capital planning for plants, fleets and equipment, and served as the subject-matter expert on the company’s Oracle data warehouse.
At Gleeson & Co., Todd helps growing companies build plans and forecasts their leaders can trust, make sound capital decisions, and prepare for, evaluate and integrate acquisitions.
Backed by in-house experts
Todd partners with our in-house experts, a bench of senior finance professionals who support every engagement. The team includes a member who individually holds a CPA license.
- Controllership and month-end close
- Financial reporting, including SEC reporting
- Internal controls
- Cash and working capital
- Fractional CFO and controller leadership
- Systems expertise in Oracle, SAP, BlackLine and Workiva
- ERP and finance-systems implementation
Together, they give clients big-company depth with a personal, family-owned touch.
Start a conversation
Let’s talk about your business.
Whether you need senior finance support or a better way to manage what you’re owed, we’d be glad to hear from you.