Meet Our Partners

As you embark on executing your 2024 budgets and seek ways to enhance efficiency and effectiveness within your finance function, we invite you to carefully assess our esteemed partners.

The CFO Alliance has meticulously selected these partners to support you as finance leaders in becoming the value-driven business leaders that you truly are. Our partners exclusively come to us through referrals from our members, ensuring they are regarded as top-tier, providing valuable business advice, and offering our members exclusive pricing options.

Our partners are: AchieveNEXTEide BaillyFirst Water FinanceHomestead Smart Health PlansInsperityKelley Benefits StrategiesNetSuitePNC BankPlanfulRho.coWithum

Contact me ( for a personal introduction. I will be sure you get the attention and pricing you deserve. If there is another solution that you are in need of, hit me up, I will help you find the right solution. Please note that all of our partners are willing to "sponsor your membership" if you become a new customer.


Individual and Team Development


AchieveNEXT - You set your performance goals and outcomes. We help you ACHIEVE them through one-to-one coaching, team development, and business relationship training programs.We help business leaders, their teams and enterprises boost performance and realize their full potential, in turn creating better, more engaging, and enriching workplaces for all. The key is to empower executives, teams, and enterprises to achieve their next level of growth and to create a workplace culture anchored on authentic business relationships with a commitment to building mutual respect, communication, and trust. By focusing on these elements, our clients can establish long-term relationships that benefit everyone and contribute to sustainable growth.


Financial Planning and Analysis (FP&A)/Corporate Finance


First Water Finance (FWF), the Finance Advancement Platform, connects finance leaders, business owners, and capital partners within a finance ecosystem spanning FP&A, Corporate Finance, and Community. In conjunction with its affiliation with The CFO Alliance (CFOA), FWF offers FP&A business process outsourcing (Managed FP&A), FP&A and corporate finance related project consulting, transaction advisory solutions, a premier nationwide finance leader peer group community, talent acquisition services for the Office of the CFO, and access to vetted solution and capital partners. FWF has supported over 100 management teams, investment sponsors, and partners, developing proprietary process methodologies for FP&A and activating and accelerating finance function capabilities for small and midsize businesses (SMBs) and private equity portfolio companies.


Financial Software


Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately.


NetSuite - For more than 20 years, NetSuite has helped businesses gain the visibility, control and agility to build and grow a successful business. First focused on financials and ERP, we now provide an integrated system that also includes inventory management, HR, professional services automation and omnichannel commerce, used by more than 37,000 customers in 219 countries and dependent territories.


Full-Service Firms: Business Consulting, Tax, Audit


Eide Bailly (I’d bay-lee), is a business advisory, accounting and technology firm built with our clients in mind. Our goal is your success and we’re here to help you every step of the way. What inspires you, inspires us.


Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape. Visit for more information


Employee Benefits


Did you get a big premium increase for 2024? Consider Homestead Smart Health Plans. Homestead was born from an unwillingness to accept the status quo and offers a revolutionary approach to healthcare. Our mission is to bring affordable coverage to you and your employees without sacrificing quality of care. We take on the problem of runaway healthcare costs with our innovative Smart Plan - a singular solution with three components designed to connect self-funded employer groups with top quality care at the lowest fair cost.


Kelly Benefits Strategies is in the Business of Better®. As one of America’s premier employee benefit consultants, Kelly Benefits Strategies knows the value of having a trusted partner to help manage a company’s benefits plan. We are committed to working with our customers throughout the entire benefits lifecycle: From consulting and plan design to implementation and ongoing support. With Kelly Benefits Strategies, you have a dedicated resource devoted to elevating your benefits plan, simplifying your administrative and human resource processes, and providing the platform for innovative strategic vision through our unique and powerful Total Benefits Solution®.


Banking Solutions is the all-in-one financial platform organizations rely on to manage spend and cash with greater efficiency, control, and visibility.


PNC Bank provides both the deep financial resources and the confidence you need to grow and win in today's competitive markets. We combine the knowledge, insight and decision making to deliver sophisticated banking and advisory solutions to companies.