01
Clarity.
See the business as it actually is. We start with honest, plain-English diagnostics.
CFO-LED FINANCE & ACCOUNTING
Guiding you from
insight to impact.
One team for the books and the decisions. We run your accounting function end-to-end and put a CFO on top of it who turns what the numbers say into what you should do.
OUR APPROACH
Three things every engagement leaves behind.
02
Control.
Cash flow you can read, KPIs you can act on, and a steady cadence that turns financial anxiety into confidence.
03
Growth.
A plan you can actually run. Insight turned into impact, so the business keeps moving toward the goals you started it for.
ENGAGEMENTS
One finance function. Two ways in.
Both run the whole back office to the same standard. The only difference is whether a CFO sits on top of it.
Bookkeeping
Monthly. The full back office, no CFO layer.
Partnership
Monthly. The full back office with a CFO on top.
Best for
Owners who need the accounting function off their desk and done properly, and aren't ready to pay for strategy on top of it.
Owners who want one accountable team running the finance function, and a CFO in the room when the decisions get expensive.
Back office
Identical in both. Same team, same standard.
- Categorization and reconciliation
- Monthly close on a published date
- Financial statements
- AP and bill pay
- AR and collections
- Payroll and 1099 filing
- Replies within 24 hours
CFO oversight
Not included. Add it any time.
- Rolling 13-week cash forecast
- Monthly CFO report and KPI scorecard
- A monthly working session on what to do next
- A CFO in the room for the big decisions
The Financial Checkup
Every engagement opens with a full diagnostic of your numbers and systems. You can also buy it on its own: fixed fee, no commitment, and the fee rolls into month one if you join within 30 days.
See what it covers →Custom Projects
Defined-scope work outside an ongoing engagement: M&A and diligence support, system implementations, board prep, turnaround analysis, or financial modeling.
Discuss a project →HOW WE WORK
A working session, not a slide deck.
1
Listen
A free 30-minute call. You tell us where the business is stuck; we tell you whether and how we can help.
2
Diagnose
We sit with the actual numbers (cash, margin, pipeline, team) and surface what's preventing you from reaching your goals.
3
Move
We deliver at the volume you need. Insight creates outcomes, and you stay in control of your next move.
FROM A CLIENT
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THE ADVISOR
Strategic finance that speaks operator, not analyst.
Coastview turns financial information into clear decisions and decisions into outcomes, drawing on a broad base of experience across portfolio companies, contractors, manufacturers, retail and wholesale, and mission-driven organizations. Strategic at the top. Accountable on the ground. Direct, confident, no jargon.
— Andrew VarneyFounder & Principal Advisor
NOTES FROM THE WORK
Plain-English thinking on practical problems.
Operating playbook
"Sometimes the most valuable work a CFO does isn't in how they handle millions of dollars. It's how they turn a 3 into a 4 — quietly moving a whole organization from doing their job to owning outcomes."
Operations
"If you're the primary operator, you are the main revenue-generating asset in the business. Every hour spent wrestling with clunky software is an hour you're not spending on the work that actually drives growth."
Relationships
"We don't want to appear transactional, so we let good relationships quietly die from neglect. There is far more goodwill stored in your past relationships than you probably realize."
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Bring your questions. We'll bring the answers.
Tell us where the business is stuck. We'll set up a 30-minute working session, no slide deck, no obligation.
Request a sessionWe reply within one business day. Sessions held over video or in person.