What’s the difference between CFO Services and CFO as a Service (FaaS)?

CFO Services provide comprehensive finance leadership across budgeting, forecasting, cash flow, and board reporting. CFO as a Service (FaaS) delivers the same senior expertise on a flexible, right-sized cadence—so you get strategic outcomes without a full-time hire.

What milestones should I expect in the first six months with R2?

Typical six-month milestones include: (1) 13-week cash flow and rolling forecast live in month 1–2, (2) KPI dashboard and unit economics model in month 2–3, (3) pricing and margin analysis in month 3–4, (4) board-ready reporting and cadence in month 4–5, and (5) scenario plans and capital strategy in month 5–6.

Which industries does R2 serve?

We partner with founder-led and middle-market companies across SaaS, professional services, e-commerce/omnichannel, manufacturing, and healthcare—adapting to your go-to-market, margin structure, and cash conversion cycle.

How do you improve cash flow and working capital?

We implement a 13-week cash model, tighten order-to-cash and procure-to-pay, optimize terms, and align inventory, pricing, and collections to extend runway and improve capital efficiency.

Do you build KPI dashboards and board reporting?

Yes. We design a CFO dashboard tailored to your growth levers—revenue quality, gross margin, CAC/LTV, payback, NRR, and OPEX efficiency—and deliver board-ready reporting with targets, trends, and actions.

Is tax strategy integrated into your CFO Services/FaaS?

Yes. We integrate proactive tax planning with operating strategy—entity design, timing, credits/incentives, and transaction planning—so tax becomes part of value creation, not an afterthought.

What does onboarding look like and how long does it take?

Most clients complete onboarding in 2–4 weeks: discovery and data intake, current-state assessment, quick wins, and a 6-month milestone roadmap with owners and dates. Execution begins immediately.

How do you price CFO Services and FaaS?

Engagements are scoped by outcomes and cadence. We offer fixed monthly retainers for ongoing leadership and flat-fee sprints for projects such as pricing overhauls or fundraising readiness.

Can you support fundraising, debt, or M&A?

Yes. We prepare investor-grade models, scenarios, and diligence materials; optimize capital structure; and support lender and investor conversations end-to-end.

What tools and ERPs do you work with?

We’re platform-agnostic—QuickBooks/Xero, NetSuite, Sage Intacct, planning tools, and BI/ELT stacks—and recommend a right-sized stack for your stage.

How will I know it’s working?

We operate on milestone-based accountability. Expect weekly progress, monthly outcomes, and quarter-to-date movement on KPIs tied to cash runway, margin, growth efficiency, and valuation readiness.

Reality × Reflection = Clarity

We unite the measurable world of finance with the meaning behind it — turning data into direction, and complexity into confidence.

Discover Our Approach Start with Clarity

Founded

Tysons / Washington D.C. Metro

Philosophy

Reality × Reflection = Clarity

Purpose

Transform financial reality into confidence and opportunity

Services

Strategic Advisory, Fractional CFO, Digital Finance, and Risk Leadership

Our Purpose

We exist to transform financial reality into confidence and opportunity — enabling organizations to prosper and, by extension, strengthening the communities and markets around them.

At R2 Advisors PC, clarity is more than a service outcome — it's a responsibility.

We believe when leaders understand their financial reality and can act with foresight, they make decisions that strengthen not only their organizations, but the systems and communities they touch.

That's why we integrate accounting precision, strategic reflection, and human partnership into one unified advisory model.

Who We Are

We're analytical yet empathetic, precise yet adaptive — the kind of partner who brings structure to uncertainty and insight to complexity.

Our work is driven by integrity, grounded in data, and elevated by perspective.

"Clarity isn't just seeing the numbers. It's understanding what they mean — and acting with confidence."

Reality × Reflection = Clarity

Reality

Financial data, compliance excellence, and operational precision — the measurable foundation of every sound decision.

Reflection

Strategic interpretation, narrative insight, and foresight that give numbers meaning.

Clarity

The synthesis of both — enabling confident leadership and purposeful growth.

How We Got Here

Foundational Insight

R2 Advisors began with a realization — that finance isn't only about managing data, but about interpreting it. The name R² — borrowed from the coefficient of determination — symbolizes how well a model explains reality. Our story began with the pursuit of a better model: one where strategy, technology, and human judgment work in harmony.

Growth & Integration

As we evolved, we adopted the Integrated Thinking model — breaking down silos between tax, finance, operations, and governance. This unified approach strengthened decisions across every dimension of value creation: short, medium, and long-term.

Purpose Beyond Profit

Our work is grounded in stewardship. We believe financial clarity drives not only business outcomes but societal resilience — every informed decision builds stronger communities.

Today & Tomorrow

Today, R2 Advisors PC is a forward-thinking, value-driven firm at the intersection of finance, strategy, and innovation. Our future is defined by expansion — in scope, technology, and impact — as we bring clarity and confidence to organizations nationwide.

OUR COMPETITIVE ADVANTAGE

What Makes Us Different

We don't just manage the financials — we transform them into insight, foresight, and strategic advantage through integrated thinking and CPA-led innovation.

Integrated Thinking

We unify accounting, tax, finance, and strategy into one connected system — not separate reports. Every number tells a story; every story drives a decision.

See how our solutions connect →

CPA-Led Strategy

Precision before perspective — financial accuracy and compliance form the foundation of every strategic move.

Explore CFO leadership →

Human-Centered Partnership

We work shoulder-to-shoulder with leadership teams, translating numbers into narratives and clarity into confidence.

Read our insights →

Culture & Careers

Where Reflection Meets Collaboration

At R² Advisors, clarity starts within.

We've built a culture grounded in reflection, collaboration, and continuous learning — where every team member is empowered to connect precision with purpose.

We believe technical excellence and human understanding belong together. Our teams think critically, act ethically, and grow collectively — turning insight into impact, for clients and for each other.

If you're driven by curiosity, integrity, and innovation, you'll find a place here to do your best work — and shape the future of financial clarity.

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The R² Catalyst Collective

Turning Reflection into Action

The Catalyst Collective is our internal innovation lab — where we prototype, test, and implement intelligent systems that enhance clarity and performance.

Here, ideas move from reflection to action — transforming financial insight into scalable solutions that serve clients and the profession alike.

Explore the Collective →

Clarity. Confidence. Strategic Partnership — every time.

Let's transform your financial reality into opportunity. Discover how our integrated approach delivers dynamic outcomes that matter.

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