Helm Business Advisory provides fractional CFO and controller services to privately held and PE-backed companies delivering the financial leadership, structure, and insight that executives need to grow, scale, and transact with confidence.
Most businesses reach an inflection point where they need real financial leadership, not just accurate books. Helm fills that gap, embedding directly into your business to provide the strategic finance, operational clarity, and board-level reporting that drives confident decisions.
Whether you're preparing for a transaction, building the infrastructure to scale, or navigating complexity. Helm brings the depth of a seasoned finance executive to your table, on your terms.
Ongoing financial leadership embedded in your business. Board reporting, close management, cash forecasting, audit readiness, and the strategic finance function your organization needs to operate and grow.
Learn More →Preparing for a sale, investment, or ownership transition requires a finance function that can withstand scrutiny. Helm assesses gaps, remediates issues, and builds the reporting infrastructure buyers and investors expect.
Learn More →Systems selection and implementation, end-to-end process optimization, controls and compliance programs: the operational infrastructure your business needs to scale without chaos.
Learn More →Modeling, forecasting, KPI design, capital planning, and executive-level presentations: the analytical work that connects your financial picture to your strategic direction.
Learn More →Founder-led and owner-operated companies at inflection points: scaling past the next revenue ceiling, preparing for a generational transition, or professionalizing a finance function that has outgrown spreadsheets. Technology & SaaS, services, manufacturing, and real estate.
Portfolio companies that need immediate financial infrastructure, credible reporting, and a finance leader who understands how to operate inside a sponsor-owned business: including board communication, covenant management, and value creation planning.
Mission-driven organizations that require the same rigor as their for-profit counterparts: grant compliance, fund accounting, audit readiness, and financial reporting that satisfies boards, funders, and regulators.
Clients work directly with senior advisors throughout every engagement. No junior hand-offs, no bait-and-switch after the proposal is signed.
Helm operates inside your business, attending your meetings, understanding your context, and functioning as a genuine member of your leadership team.
Helm will tell you what the numbers actually mean, flag risks before they become problems, and give a direct assessment even when the news is complicated.
The goal of every engagement is to leave the organization better positioned than when we arrived, with systems, processes, and capabilities that don't depend on Helm's ongoing involvement.
Helm was founded to bring industry-developed expertise to organizations looking for a senior, embedded partner for their finance and accounting needs.
Danielle Rommé, CPA, brings more than twenty years of experience across Big 4 public accounting, multinational corporations, high-growth private companies, and public company reporting. She has led IPO readiness, ERP transformations, M&A diligence, and full finance function builds and brings that depth directly to every Helm engagement.
From audit manager at Grant Thornton to VP Global Controller at a venture-backed SaaS company navigating a U.S. restructuring. Danielle has managed through complexity at every scale, in environments where the stakes were real and the margin for error was narrow.
Most conversations start with a single question. Tell us what's going on. We'll be direct about whether and how Helm can help.