CPA-Led Financial Leadership for Entrepreneurs, Operators & Investors
Selling a business, raising capital, or rebuilding your finance function shouldn't mean hiring a big firm that hands you off to junior staff. Keebler Advisors was built for business owners and investors who need a senior partner with real operating experience — someone who's sat in the CFO seat, closed the deals, and built the systems from the ground up.
Financial Clarity for High-Stakes Growth Decisions
Client Size Range
$3M-$100M+
Revenue depending on project scope and complexity
Thinking about selling, raising capital, or transforming your finance function? Let's map your path forward.
Target Client Revenue: $3M - $100M+ | Nationwide Engagements | CPA-Led (Non-Tax & Audit)
Target Client Revenue: $3M - $100M+
Nationwide Engagements
CPA-Led (Non-Tax & Audit)
Our Core Services
Four integrated pillars covering transactions, financial operations, CFO leadership, and technical accounting — with CPA precision and deal-tested execution.
Transaction Advisory
Transactions are high-stakes and unforgiving. We quarterback the entire process so nothing falls through the cracks.
- We manage every phase of a deal — from letter of intent through close — coordinating legal counsel, lenders, and third-party advisors so you can focus on running the business while the deal gets done.
- Finding the right capital is about structure, not just rate. We work through our network of lending and capital partners to identify the best fit — whether that’s growth equity, cash flow lending, asset-based facilities, or a recapitalization.
- Before you go to market or sit across the table from a buyer, your financials need to tell a clear story. We handle GAAP alignment, historical clean-up, and earnings recasts so your numbers hold up under scrutiny.
Financial Operations & Accounting
You can’t manage what you can’t measure. We build the financial infrastructure that gives you real visibility into your business.
- We evaluate, select, and implement the platforms your business actually needs — including full NetSuite builds and complex multi-system integrations — so your technology works for you, not against you.
- Beyond software, we redesign the underlying financial processes — closing cadences, reporting workflows, and accountability structures — to give leadership timely, trustworthy numbers.
- For businesses running on cash-basis or inconsistent accounting, we convert to GAAP-compliant reporting and build charts of accounts that scale across multiple entities or locations.
Fractional & Interim CFO
You may not need a full-time CFO today, but the decisions you’re making right now require that level of thinking.
- We sit on your board or join your monthly leadership meetings — providing the financial perspective that keeps strategic decisions grounded in real numbers.
- We build the KPI frameworks, dashboards, and financial models that connect daily operations to long-term enterprise value — so you know what’s actually driving performance.
- From cash flow forecasting to strategic budgeting and capital planning, we bring the financial discipline that helps you grow without surprises.
- During executive transitions or rapid growth, we step in as interim finance leadership to keep the ship steady until a permanent hire is in place.
Technical Accounting & Clean-Up
When the books need serious work, we bring CPA-level expertise to untangle complexity (exclusive of tax and audit).
- We prepare your financials for audit readiness and clean up years of accumulated accounting issues that hold back your reporting.
- Complex accrual conversions, revenue recognition, and intercompany eliminations — we handle the technical accounting that most bookkeepers can’t touch.
- For multi-entity operations and franchise systems, we restructure your chart of accounts so consolidation and unit-level reporting actually work.
Industry Agnostic Expertise for Growth and Mid-Market Businesses
The financial fundamentals — clean books, defensible reporting, smart capital structure — apply everywhere. But the nuances of how you get there differ by industry. We work across sectors with businesses generating $3M to $100M+ in revenue, and we bring real operational context to each one.
Ownership Structures
- Founder & Privately-Owned Businesses
- Private Equity Portfolio Companies
- Family Offices & High-Net-Worth Individuals (HNWI)
- Independent Sponsors & Search Funds
Home Services
Deep, hands-on experience standardizing multi-entity accounting, geographic roll-ups, and unit-level economics for PE-backed platforms.
Manufacturing & Distribution
Navigating complex inventory costing, supply chain financing, and operational KPIs.
Business Services
Structuring financial operations, utilization metrics, and working capital management for service-based businesses.
Software & Technology (SaaS)
Managing recurring revenue models, cash burn rates, and capitalized software development costs.
Consumer Products (CPG) & Retail
Optimizing gross margins, vendor negotiations, and omnichannel profitability.
Healthcare & Medical Practices
Streamlining back-office financial processes and executing practice consolidations.
Professional Services
Partnership accounting, project-based profitability, and financial modeling for professional firms.
Franchising
Multi-unit financial consolidation, franchise fee structures, and unit-level performance reporting.
Don't see your industry? We work across all sectors — our approach is built to be industry agnostic by design.
We scale our resources up or down based on your exact needs.
Project-Based Execution
For specific initiatives like an ERP implementation, accounting clean-up, or leading an M&A transaction.
Retained / Fractional Leadership
Ongoing monthly partnerships where we serve as your Fractional CFO, lead FP&A, or sit on your advisory board.
Advisory & Strategy
High-level, on-demand consulting for family offices, PE groups, and HNWI evaluating investments or portfolio performance.
Built for the Moments That Define Your Business
Most advisory firms sell you a team — then staff it with whoever's available. We operate differently. Justin Keebler founded this firm after spending nearly two decades inside the deals, the boardrooms, and the accounting systems that drive business value. That experience — across Big 4 public accounting, PE-backed operating companies, and dozens of closed transactions — is what shows up on every engagement.
The result is a firm that thinks like a CFO, executes like a CPA, and moves with the urgency of an owner. Whether the moment is a transaction, a capital raise, or a finance function that needs to be rebuilt from scratch, we bring the depth to get it right.
Our Distinct Advantages:
You Work Directly with Justin
No handoff to a junior analyst after the pitch meeting. Justin leads every engagement personally. When the scope requires additional resources, we bring them in — but you always have a senior partner at the table who knows your business inside and out.
Operator Experience, Not Just Advisory
Most consultants advise from the outside. Justin has been the CFO — managing the P&L, sitting in the board meetings, and making the calls that move a business forward. That perspective changes how we approach every engagement.
Strategy Tied to Real Numbers
We don’t hand you a report and walk away. Every recommendation is grounded in your actual data — mapped to the KPIs and financial levers that drive enterprise value, not theoretical best practices.
Technology That Actually Works
We’ve led multiple ERP implementations and complex system integrations from selection through go-live. When we recommend a platform or redesign a process, it’s because we’ve built it before and know what it takes to make it stick.
Strategic Financial Leadership for Every Stage of Your Journey
Keebler Advisors exists because too many growing businesses get stuck between two bad options: overpaying a big firm that delegates to junior staff, or trying to stretch an internal team beyond its depth. We fill that gap — bringing CPA rigor, real CFO experience, and hands-on deal execution to companies that need senior-level financial leadership without the full-time overhead.
Our clients range from founder-owned businesses navigating their first transaction to PE-backed platforms scaling through acquisition. We've helped companies generating up to $100M+ in revenue close deals, raise capital, implement new systems, and build finance functions that actually support growth.
Justin Keebler, CPA — Managing Member
LinkedInJustin started his career in Big 4 and national firm public accounting at PwC and RSM before moving into operating roles — serving as CFO across multiple PE-backed platforms where he led acquisitions, managed integrations, raised capital, and built finance teams from scratch. Along the way, he led multiple NetSuite implementations and complex system integrations, giving him a rare combination of technical accounting depth and real operational know-how.
That background is what makes this firm different. Justin doesn't advise from a distance — he works alongside owners and investors with the same urgency and accountability he brought to his own P&L. The engagement is personal, the work is hands-on, and the focus is always on creating measurable value.
Book a Confidential ConsultationOur Promise To You
Thinking about selling, raising capital, or transforming your finance function?
Let's map your path forward.
We benchmark your current performance, prioritize the financial levers that matter most, and partner with your team to execute with accountability.
Our approach blends CPA precision with real-world operator experience, helping you anticipate questions, defend valuation, and execute confidently.
Book a Confidential Consultation
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