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Financial Consulting

Are you a business leader looking to streamline your processes, strengthen internal controls, build a budget for the first time, or gain clarity on where your money is going?

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I bring more than twenty years of strategic financial leadership to the clients I partner with, drawing on experience at Google, Ogilvy PR, Publicis, and as a CFO within marketing, advertising, and TV production. I've worked within tech, professional services, consumer goods, and beverage industries. I’ve led FP&A, operational strategy, and multiple M&A transactions, giving companies clarity in their numbers and confidence in their decisions. As an entrepreneur who built and ran a coffee-roasting company and brewery, I also understand firsthand the operational, cash-flow, and scaling challenges businesses face every day. Whether improving profitability, optimizing performance, or bringing structure to fast-moving environments, I help organizations translate complexity into actionable, sustainable results.

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Let me know how I can help:

  • Financial Modeling, Forecasting & KPI Development

  • Budgeting & Strategic Planning

  • Cash Flow Management & Profitability Optimization

  • Fractional CFO Services

  • M&A Support & Transaction Readiness

  • Operational Process Improvement

  • Business Plan & Startup Advisory

My Guiding Principals:

These are my four E's of Effort:​

  • Entrepreneurial - being able to adapt and pivot without frustration.

  • Experienced - bringing over 15 years of accountability and knowledge.

  • Expertise - knowing when, what, and why. Understanding the noise.

  • Engagement - knowing the audience and adapting the message creatively.

What to learn more?

Download the consulting Q&A here:

Get In Touch

Based in San Diego, CA with a worldwide reach.

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Contact me by clicking:

My social channels:

  • Instagram
  • Linkedin
  • Substack

© 2026 Dan Romeo Consulting. All rights reserved.

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