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 engagements run the whole back office — categorization, close, statements, AP, AR. The difference is whether a CFO sits on top of it, forecasting your cash and sitting in on the decisions.
Full engagement
Partnership
Best for
Owners who want one accountable team running the finance function, and a CFO in the room when the decisions get expensive.
You hand over the accounting function and stop managing it. Every month: a close on a published date, a CFO report and KPI scorecard, a 13-week cash forecast rolled forward, and a working session where we decide what to do about what we found. Questions in between get an answer within 1–2 business days.
What's included →
Accounting, owned
Accounting & Controller
Best for
Companies that have outgrown their bookkeeper and need someone to own the accounting, or that have accounting staff but no one leading them.
We run the whole back office and stand behind the numbers: categorization and reconciliation, a monthly close on a published date, statements, AP and bill pay, AR and collections, and 1099s. Every close is reviewed by a CPA before it reaches you, so the financials you open are ones you can act on without second-guessing.
What's included →
Just the insights
The Financial Checkup
Best for
Owners who suspect their numbers are hiding something and want a clear answer in weeks, not quarters.
We never quote a finance function blind, so every engagement opens with a full diagnostic of your numbers and systems. If you're not ready to hand over the function, buy the diagnosis on its own — fixed fee, no commitment, and the fee rolls into month one if you join within 30 days.
See what it covers →
Situational
Custom Projects
Best for
A specific moment that needs a sharp deliverable: a transaction, a turnaround, a board ask, or a system change.
Defined-scope work that sits 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 helps owners take what the numbers are saying and turn it into a decision they can act on. We’ve done this work for portfolio companies, contractors, manufacturers, retail and wholesale businesses, and nonprofits, so we’ve seen a lot of the same problems show up across very different industries. We keep the books right, and we stay involved when it’s time to make the call on a price or a hire. We’ll explain everything in plain English, and if we don’t know the answer, we’ll tell you.
— 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 1–2 business days. Sessions held over video or in person.