CFO Advisory Services
Why Sustain CFO?
Together with our clients we create a brighter, more resilient future where sustainable business models power a sustainable economy. Contact us.
Our Mission is to elevate sustainable business practices in pivotal industries. We are strategic partners informing critical business decisions and leading the way towards our clients economic north star with a clear CFO blueprint.
We're Not Your Average CFO
You need more than just slick reports, tight compliance and boiler plate cfo advisory services.
With us, you get:
More Than Just Numbers
We turn financial data into actionable strategies. Our mission? To optimize your business systems, enhance decision-making, and drive sustainable growth.
We’re Entrepreneurs at Heart
We’re not just CFOs—we’re seasoned entrepreneurs who understand your challenges. Our insights are grounded in real-world experience, giving you the tools and strategies that truly work.
100% Satisfaction Guarantee
If you don’t see measurable improvements in financial clarity and decision-making within 90 days, we’ll keep working until you do—guaranteed.
Learn More
Crystal Clear Visibility Into Your Business Finances In 90 Days
Guaranteed
Don't Take Our Word For it, Listen to our Clients
Acquired $10M+ in businesses in 18 months, producing $2.5M+ annual cash flow
"I didn't know how much I needed you guys until I started working with you And then I realized how priceless it is."
Jason
EOS Implementer | SMB Investor | Owner
Achieved 4X growth in 4 years without raising outside capital
"I have such better peace of mind of understanding how our financials work... I just wanted a trusted resource that could help me understand what I needed in order to have the right focus"
Matej
Managing Partner of Codaemon
E-commerce Tech Development Agency
"Without having this in place... I mean I would've been screwed, man"
"So it wasn't just about the numbers. It was about, how are you going to feel at the end of the day showing up, running this type of operation and doesn't really fit with the vision overall and not just getting lost in chasing profits."
Dr. Marcus R. Patterson, PsyD
Clinical and Forensic Psychologist
Owner of Full Circle Mental Health
Over 50 years of combined CFO experience
Josh Notes
Managing Partner, CEO
As a former CEO, Notes founded and led a start-up energy company to over $10M in total revenue, before transitioning to helping small businesses plan for growth through strategic financial consulting. Notes excels at helping leaders operationalize strategic financial insights to increase profit, valuation & impact on the world. He was awarded SBA Young Entrepreneur of the Year, and remains a renewable energy entrepreneur, leading the development of a $250M pipeline of clean energy assets.
Phil Maffei
Managing Partner, CFO
Phil Maffei brings over 15 years of strategic finance experience, leading financial teams of global organizations through growth transformations and exit events. He has managed the forecasting of P&Ls in excess of $1B in EBITDA and led diligence, integration, and investor relations efforts. His experience also includes the design and implementation of ERP and CPM Systems. In his last role prior to joining SAB, he was the corporate finance process leader during a 2-year, $6B sale process of Dun & Broadstreet.
Ara Mendoza
Senior Financial Analyst
Ara is a seasoned accounting professional, boasting over two decades of expertise in financial accounting and audit compliance. Her extensive career includes serving as an internal audit examiner and a regulatory compliance assistant within the banking sector, where she honed her skills over several years. Additionally, Ara has contributed her financial acumen to a non-governmental organization, where she served as a financial accountant responsible for meticulously tracking donor contracts, preparing comprehensive budgets, and conducting detailed expense analyses, all in support of donor reporting.
“In late 2021, I embarked on a fulfilling journey as a part of the SustainCFO team, and it has proven to be an incredibly enriching experience. The company fosters a warm and welcoming work environment that immediately made me feel at home.
Beyond the comfortable setting, what truly sets SustainCFO apart is the exceptional caliber of my colleagues. Not only are they immensely talented, but they also embody a remarkable level of support and camaraderie, akin to a closely-knit family. This collaborative spirit has proven to be an invaluable asset, with my colleagues consistently available to offer their expertise and assistance whenever it is needed. Indeed, being a part of the SustainCFO team has been a true blessing in my professional journey.”
Mark Hoehn
Fractional CFO
As a successful finance leader, I am known for driving results. My history of meeting or exceeding financial objectives while sustaining profitability enabled me to work as a trusted business partner. I look at the business from a strategic perspective and work with my operational partners collaboratively to deliver company business objectives. As a devoted global leader, I take pride in developing my team members globally to be the best they can be while achieving their career goals. I am an excellent communicator with a strong work ethic and great team player.
My Sustain CFO experience to date has been a perfect fit
for me. I am at a point in my life that I really want to continue to offer my experience and knowledge to businesses and to fellow
teammates, while also having a work/life balance with
limited stress.
Sustain|CFO provides me with just that and allows me to spend more time with friends and family while being able to travel and at the same time limiting my stress levels. As for my first and only client to date, the Sustain CFO team worked together with the client to lead them through an independent accounting firms year-end review, required for lending purposes.
We also assisted in driving them to a process to report actuals for Q1/Q2 in a more accurate fashion and helped set them up to produce results timelier for Q3 and beyond.
We also introduced them to a sustainable financial reporting mechanism that they will be able to leverage for the future. We hope that we will be able to continue to help them improve in the future.
Financial Advice You Can Trust
Featured Press
Phil Maffei & Josh Notes On The 5 Essentials for Smart Investing
People think it’s this big, exciting, single bet, but it’s really a lot of small, simple things that you do over a long period of time. Additionally, you have to learn how to manage risk and understand the corners around which it lurks. If you learn nothing else, learn that piece first. Learn how to mitigate the risk, period..
Phil Maffei Interview with Ethan Chazin
People think it’s this big, exciting, single bet, but it’s really a lot of small, simple things that you do over a long period of time. Additionally, you have to learn how to manage risk and understand the corners around which it lurks. If you learn nothing else, learn that piece first. Learn how to mitigate the risk, period..
Phil Maffei & Josh Notes On The 5 Essentials for Smart Investing
People think it’s this big, exciting, single bet, but it’s really a lot of small, simple things that you do over a long period of time. Additionally, you have to learn how to manage risk and understand the corners around which it lurks. If you learn nothing else, learn that piece first. Learn how to mitigate the risk, period..
Schedule a Free Executive Financial Consultation
On this free call, get:
- An executive sounding board on the state of your business finances
- Finance & accounting best practice solutions tailored to your business
- Discover the affordability of implementing a world-class finance team
Josh Notes
Fractional CFO
Managing Partner
As Seen On
Serving Clients Nationwide with Local Expertise
Based in Maryland and New Jersey, Sustain CFO supports businesses across the U.S.
While we proudly work with clients coast-to-coast, we’re happy to offer in-person meetings for those based between Washington DC, and New York City.
Let’s talk and elevate your financial strategy, wherever you are.