Fractional CFO · Operational Strategist · CPA

Strategic finance & operations
for high-growth businesses.

A finance and operations executive specializing in business transformation, process automation, and M&A — grounded in data-driven decision-making to deliver measurable, lasting value.

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CPA Operational Strategist Board Member
What we do

Two disciplines, one outcome:
a stronger, more valuable business.

Sharper financial leadership and operations that scale — engaged for a few days a month or a focused project, sized to where you are.

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Fractional CFO & Business Advisory

  • Financial stewardship — advanced financial reporting, treasury, and debt management.
  • Tax & wealth strategy — generational and tax planning, family-office strategies, and monthly financial reviews.
  • M&A advisory — full-cycle buy- and sell-side due diligence, real-estate transactions, and like-kind exchanges.
  • Predictive insights — cash-flow projections and operational KPIs that drive efficiency and growth.
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Operational Excellence

  • Process automation — efficient workflows architected with AI and standard operating procedures (SOPs).
  • Organizational design — scalable team structure and shared-services implementation that empowers growth.
  • Risk mitigation — deep expertise in captive insurance (GL, auto, workers' comp) and self-insured health programs.
  • Project execution — organizational transformation, software implementations, and value creation.
How we work

Data-driven, hands-on, accountable.

Senior leadership embedded enough to know the business and objective enough to deliver measurable results.

1

Understand

Start with how the business actually makes money — the model, margins, and where the pressure is.

2

Get it right

Reliable reporting, treasury, and a clean close — the foundation every decision stands on.

3

Automate & scale

Streamline workflows with AI and SOPs, and structure the team to grow without breaking.

4

Drive value

Forecasts, KPIs, M&A, and transformation — translated into decisions and lasting results.

Philip Rolf, CPA
About

Led by Philip Rolf, CPA.

A finance and operations executive — CPA, operational strategist, and board member — specializing in business transformation, process automation, and M&A across high-growth businesses.

Rolf Advisory partners with founders and owners who've outgrown spreadsheets and need a financial leader they can trust — bringing institutional financial discipline and operational rigor to growing companies, grounded in data-driven decision-making.

Need the systems behind the numbers?

We partner with Kilpatrick Strategic for the operating platforms, dashboards, and automation that turn financial strategy into a business that runs itself — one back office, real-time reporting, and AI where it helps.

Visit Kilpatrick Strategic →

Let's talk about your business.

Tell us where the business is and what's keeping you up at night — we'll show you what strategic finance and operational leadership look like for you.

Philip@RolfAdvisory.com