Built for the Owner-Operator

We serve privately held businesses with annual revenues between $500,000 and $25 million, the companies that drive the American economy but are too often underserved by the financial professional community. Our clients are entrepreneurs, founders, and operators across industries including retail, professional services, healthcare, real estate, hospitality, and technology. What they share is ambition: a determination to grow, to exit, or to simply run a tighter, better-understood operation.

The Cromwell Core CFO Program delivers monthly bookkeeping, all four GAAP financial statements, a Key Financial Metrics Report, and dedicated CFO advisory time, at a fixed monthly retainer calibrated to the size and complexity of each engagement. No hourly surprises. No ambiguity. Deliverables within fifteen days of every month-close, every month.

The firm is led by a team of principals who have built regulated financial products, executed eight-figure exits, trained at Big Four accounting firms, and engineered platform infrastructure at scale. Managing Partner Benjamin Terner, Esq. is a licensed attorney with twenty years of financial services experience. CEO Evan Miller, CPA brings Big Four experience from PwC, Deloitte, and EY. CPO Spencer Gareiss co-founded Robinhood Derivatives LLC. COO Benjamin Levite leads execution. CTO Benjamin Kushner owns technology and platform.

At Cromwell, every engagement is led by named executives, not staffed by junior associates. You know who is responsible for your books, and so do we.