
Welcome To
Pinnacle CFO Partners
We’re here to help you turn financial complexity into clarity.
Based in the Greater Lehigh Valley, Pennsylvania, we offer outsourced Chief Financial Officer (CFO) services to clients both locally and nationwide. Our goal is to provide you with the strategic financial leadership you need to fuel your organization’s growth and success.

Financial Reporting and Analysis

Forecasting and Budget Management
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Risk Management and Cyber Security
Call Upon Unparalleled Financial Expertise
Stay ahead of the curve with fiscal insights that will help you make smart decisions.
Thanks to our team led by a seasoned MBA and Certified Public Accountant (CPA), we bring deep expertise in financial reporting, forecasting, budget management, and analysis. We deliver clear, comprehensive financial statements, including balance sheets, income statements, and cash flow statements, to give you an accurate picture of your organization’s financial health.





Together, We Work Better
We believe that the best results come from working closely together with our clients.
By integrating seamlessly with your team, we tailor our services to meet your unique needs. Whether you want to streamline financial processes or develop strategic plans, we’re here to help every step of the way.
We Look Out for Your Business
Trust and confidentiality are at the heart of what we do. As an extension of your team, we handle your financial information with the utmost care, providing honest, reliable advice that protects your interests and helps your business or organization thrive.



Here’s What We Can Do for You
By partnering with Pinnacle CFO Partners, you’ll access a range of specialized services designed to meet the diverse needs of all kinds of institutions and groups. Although we specialize in start-ups, not-for-profits, and educational institutions, our services can benefit businesses or organizations in any sector.

Financial Reporting and Analysis

Forecasting and Budget Management

Risk Management and Cyber Security

Employee Benefits Consulting

Financial System Design and Implementation


Ready to Get Started?
Unlock the benefits of strategic financial leadership without the overhead. Contact Pinnacle CFO Partners today for a consultation and discover how we can help you succeed.