A CFO or controller, part time
Senior finance leadership on a regular schedule: running the finance function, guiding decisions, and representing the numbers to lenders and partners.
Our team
A finance team built to grow with you.
Gleeson & Co. is a family-owned advisory firm in Atlanta, founded by senior finance executives from public and private equity-backed companies. We are built to add advisors and specialists as our clients grow, so the support you have can expand with your business.
What our team brings
The full finance function, from the close to the boardroom.
Our experience comes from leading finance inside large organizations. We apply it at the scale of a small or growing business.
Close & controls
A dependable monthly close, sound internal controls, and technical accounting guidance when a transaction needs it.
Cash & working capital
Cash-flow forecasting, AP and AR processes, credit, and collections that turn receivables into cash on a steady schedule.
Planning & reporting
Budgets, forecasts, KPIs, and long-range plans that show where the business is headed, and reporting that explains how it got there.
Strategy
Finance working as a business partner to operations, helping owners weigh investments, priorities, and trade-offs.
M&A & growth readiness
Support for acquisitions, integrations, and entity restructurings, and the financial groundwork diligence will test.
Finance systems & automation
Accounting systems, workflows, and automation that cut manual work and scale with the business.
Lender, board & investor reporting
Reporting that holds up to outside scrutiny, including covenant compliance and borrowing-base certificates.
How we work with you
Engagements shaped around your business.
Some clients need a finance leader on a regular schedule. Others need a specific problem solved. Many start with one and move to the other.
Defined work, clear scope
Focused projects such as a close cleanup, a forecast model, lender reporting, a systems upgrade, or preparing for diligence.
A steady second set of hands
Regular help alongside your bookkeeper or finance team: reviews, reporting, and an experienced second opinion when decisions come up.
AR Collections Desk
Our product for collecting receivables from your weekly QuickBooks export, with letters sent from your own mailbox. Prefer it handled for you? Our Desk Service runs it on your behalf.
The value to your business
What changes when the finance function is in good hands.
Reliable numbers
Financials that owners, lenders, and investors can trust and act on.
Faster cash
Receivables followed up on schedule, and working capital managed with intent.
A plan to grow
Forecasts and targets that turn ambitions into decisions you can measure.
Ready for what’s next
Prepared for a capital raise, a new lender, an acquisition, or a sale before it arrives.
Big-company discipline
The standards of a large finance organization, without big-company overhead.
Why we founded the firm
The same caliber of financial leadership, for growing businesses.
Large public companies have deep finance organizations behind every decision. Small and growing businesses usually have a bookkeeper, an outside accountant, and an owner who carries the rest.
We founded Gleeson & Co. to give those businesses access to the financial leadership large companies take for granted: cash discipline and collections, reporting that owners and lenders trust, planning and forecasting, and the groundwork for an acquisition, a capital raise, or a sale.
We are a family-owned firm, built for long-term, trusted-advisor relationships. We plan to add advisors, specialists, and services over time, and to grow alongside our clients.
Join us
Experienced in finance? We’d like to meet you.
As the firm grows, we expect to add advisors and specialists who share our standards. We don’t post openings, but we welcome introductions.
Let’s talk about where your business is headed.
Tell us a little about your business and what you need, and we’ll suggest where to start.