CPM Advisory Group is the complete finance solution for early-stage and venture capital-backed startups. Our fractional "finance department" delivers high caliber accounting and reporting support that helps startups prepare for and manage fundraising and regularly report on operational performance to the management team and investors. Starting a company is tough in every way. Founders are buried from day one with designing a product that solves a big problem, setting up engineering teams to build it, identifying the right market to target, recruiting top talent, raising money, and managing cash. It's a grind when it's not the most exhilarating experience of a lifetime.

Our team gets up every day thinking about how we can make all of that a little easier. We want to take a big chunk of the back office off your plate so you can focus on the areas that led you here to begin with. Our team has been in the trenches, building, and scaling finance functions for early-stage startups. Our founder is the former CFO of a high growth SaaS fintech company that raised multiple rounds of venture funding, created two impactful services in the wealth management space, and ultimately had a very successful exit.

Let us be your finance department before you need a finance department!

Meet the Team!

Chris Mossa

Founder & CEO

Andrea Carpio

Andrea Carpio

Operations Accountant

Maria Franco

Maria Franco

Senior Accountant

Saeed Rhaman

Saeed Rhaman

Senior Accountant

Heather Stein

Senior Financial Analyst

Jason Doresky

Jason Doresky

Finance Analyst

John Laidlaw

John Laidlaw

Accounting Manager

Corey Rupertus

Corey Rupertus

Assistant Controller

Stephanie Pitta

Stephanie Pitta

Controller

Vickie Evans

Vickie Evans

Finance Analyst

Kristi Patton

Kristi Patton

Accounting Manager

Christy Wicker

Christy Wicker

Operations Accountant

How can we help?

Schedule a strategy call with our founder to discuss how we can help professionalize your finance and accounting function. Whether you're just coming off a fundraising round, planning to kick one off in the next year or just want better insight into your company's performance, we can help!