What's Your
Ultimate Aim?

Choose your path

I need institutional-grade financial leadership for my privately held business.

For privately held businesses between $5M–$75M.

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I want to preserve and grow multi-generational family wealth.

For family enterprises between $25M–$200M.

Explore Private Office →

I want to increase productivity and profitability using artificial intelligence.

AI-powered analytics, automated reporting, and modern finance infrastructure. Upgrade your financial operations.

Explore Automation →
About Telos

Telos is a multi-practice advisory firm. Fractional CFO services, multi-generational wealth stewardship, and AI-powered financial automation — all under one roof.

Telos CFO & Advisory

Institutional-grade financial leadership for privately held businesses between $5M–$75M.

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Telos Private Office

Preserve and grow multi-generational wealth for family enterprises between $25M–$200M.

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StrategIQ Insights

AI-powered analytics and automation for professional service companies.

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Small Business CFO

Financial Leadership,
Without the Full-Time Cost

Institutional-grade CFO and finance operations for middle-market companies. We embed with your team, stabilize your financials, and position you for growth or exit.

Services

End-to-end finance operations — from daily accounting to strategic planning.

Fractional & Interim CFO

On-demand C-suite leadership: cash management, board reporting, lender relations, and strategic financial direction.

FP&A, Budgeting & Forecasting

Rolling forecasts, scenario modeling, and KPI dashboards that give you real-time visibility into performance.

Bookkeeping & Accounting

Clean, timely financials — month-end close, reconciliations, and GAAP-compliant reporting you can trust.

Tax Compliance

Federal, state, and local tax planning and preparation. Proactive strategy to minimize liability.

M&A Due Diligence

Buy-side and sell-side financial analysis, quality of earnings, and deal support from LOI through close.

Restructuring & Turnaround

Rapid cash stabilization, lender negotiations, covenant management, and operational restructuring.

When to Engage

Recognize your situation? We built Telos for exactly these moments.

Growth & Transition

  • Preparing for Sale or Capital Raise
  • Cash Needs for Rapid Growth
  • Management Transition
  • Installing Financial Discipline

Operational Challenges

  • Unreliable Financial Statements
  • Declining Profitability
  • Cost Structure Optimization
  • Working Capital Constraints

Financial Restructuring

  • Strategic Alternatives Needed
  • Covenant Violations
  • Lender Calling the Loan
  • Partnership Disputes

Your Team

Senior finance executives who've run finance for companies just like yours.

Greg Sloan

Greg Sloan, CFP, CEPA

Managing Partner
 Saul Mateos

Saul Mateos

Managing Partner | Fractional CFO
 Sarah Farol

Sarah Farol

VP of Accounting

Our Approach

A structured methodology that adapts to your situation.

Weeks 1–4

Assessment

Financial deep-dive, stakeholder interviews, baseline cash flow model, and critical issues identification.

Weeks 5–8

Prioritization

Quick-win identification, cost and revenue optimization, stakeholder communication framework.

Weeks 9–16

Execution

Plan implementation, ongoing reporting and KPI tracking, operational improvements.

Weeks 17–24

Transition

Performance monitoring, knowledge transfer, transition to ongoing advisory or orderly conclusion.

Engagement Models

Monthly retainer, crisis deployment, or scoped project.

Ready to Talk?

Whether you're planning for growth or navigating a challenge, the first conversation is on us.

Email Us
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Multifamily Office

Wealth Oversight
Across Generations

Comprehensive financial reporting, advisory, and operational oversight for family offices and trusts. One team to coordinate your accountants, attorneys, and investment managers.

Services

Coordinated financial oversight for complex family structures.

Family Office CFO

Dedicated financial leadership across entities — consolidated reporting, cash management, and advisor coordination.

Trust & Entity Accounting

Multi-entity bookkeeping, trust accounting, and fiduciary reporting for complex family structures.

Estate & Tax Planning

Proactive tax strategy across generations — gift planning, entity structuring, and compliance management.

Investment Reporting

Consolidated investment performance reporting across custodians, asset classes, and family members.

Bill Pay & Cash Management

Centralized bill payment, cash flow management, and disbursement oversight across family entities.

Governance & Succession

Family governance frameworks, next-generation education, and succession planning support.

When to Engage

Complex wealth requires coordinated oversight.

Family Office Formation

  • Liquidity Event or Windfall
  • Outgrowing Your Wealth Advisor
  • Multiple Entities to Coordinate
  • Need for Consolidated Reporting

Generational Transition

  • Succession Planning Needed
  • Next-Gen Financial Education
  • Trust & Estate Restructuring
  • Family Governance Gaps

Operational Complexity

  • Scattered Advisors, No Coordination
  • Tax Inefficiencies Across Entities
  • Inconsistent Financial Reporting
  • Privacy & Security Concerns

Your Team

Experienced fiduciaries and financial planners who understand multi-generational wealth.

Greg Sloan

Greg Sloan, CFP, CEPA

Managing Partner
 Bill Collins

Bill Collins

Tax Partner
 Sarah Farol

Sarah Farol

VP of Accounting

Our Approach

Structured onboarding to full-service family office support.

Month 1

Discovery

Map all entities, advisors, accounts, and family members. Identify reporting gaps and coordination issues.

Month 2

Consolidation

Centralize reporting, establish cash management processes, and build the governance framework.

Months 3–6

Optimization

Tax planning implementation, advisor coordination, investment reporting setup, and process automation.

Ongoing

Stewardship

Continuous financial oversight, quarterly family reporting, annual planning, and succession support.

Engagement Models

Flexible structures for families at every stage.

Let's Talk

Your family's financial complexity deserves a dedicated team. The first conversation is confidential and complimentary.

Email Us
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AI & Financial Automation

Upgrade Your
Finance Operations

AI-powered analytics, automated reporting, and modern finance infrastructure. Stop spending time on spreadsheets and start making decisions with real-time data.

Services

Modern finance tools and AI — implemented by people who understand the numbers.

AI-Powered Financial Analytics

Predictive cash flow modeling, anomaly detection, and automated variance analysis — insights without the manual work.

Automated Reporting

Real-time dashboards, automated month-end packages, and self-serve financial reporting for your stakeholders.

Finance Systems Implementation

ERP selection and implementation, accounting system migrations, and tool stack optimization.

Process Automation

Accounts payable, reconciliation, and close process automation. Reduce manual effort by 60–80%.

Data Integration

Connect your CRM, ERP, banking, and operations data into a single source of truth for finance.

AI Strategy & Roadmap

Assess your finance function's AI readiness, identify high-impact use cases, and build a practical implementation roadmap.

When to Engage

If any of these sound familiar, your finance function is ready for an upgrade.

Scaling Operations

  • Transaction Volume Outpacing Team
  • Month-End Close Taking Too Long
  • Growth Without Adding Headcount
  • Multi-Entity Consolidation Needed

Data & Visibility

  • Decisions Based on Stale Data
  • Too Many Spreadsheets
  • No Single Source of Truth
  • Board Reporting is Manual

Modernization

  • Outgrown QuickBooks / Legacy ERP
  • Manual AP/AR Processes
  • No Forecasting Capability
  • Competitors Moving Faster

Your Team

Finance leaders and technologists who bridge the gap between data and decisions.

Saul Mateos

Saul Mateos

Managing Partner | Fractional CFO
 Davy Wallach

Davy Wallach

Strategic Growth and Capital Markets
 Greg Sloan

Greg Sloan, CFP, CEPA

Managing Partner

Our Approach

Practical AI adoption — not science projects.

Weeks 1–2

Audit

Map your current finance stack, data flows, manual processes, and pain points. Identify quick wins and high-impact automation targets.

Weeks 3–6

Build

Implement automations, configure dashboards, integrate data sources, and deploy AI models for your priority use cases.

Weeks 7–10

Validate

Test, refine, and calibrate. Ensure accuracy, train your team, and measure time saved versus baseline.

Ongoing

Evolve

Continuous optimization, new use case development, and model retraining as your business evolves.

Engagement Models

From quick automation wins to full finance transformation.

Modernize Your Finance

See what AI can do for your finance team. We'll show you the ROI before you commit.

Email Us
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