Our story and approach.

CFO Colleague is a financial and operational advisory firm specializing in higher education.  Since 2013, we’ve helped more than 110 institutions put systems in place to make smarter, data-driven decisions that streamline costs and put strategic goals within reach.

We understand the challenges you face because we’ve had to tackle them ourselves: the egos, the silos, the rising expectations and the shrinking resources—all against the backdrop of the ever-changing, idiosyncratic higher education landscape. It’s our privilege to serve as a trusted advisor and strategist to our peers in this space, leveraging our collective expertise to help you implement best practices, optimize operational cost structures and improve service to the faculty, students, trustees and leadership team you support.

Our tools are free, our engagements are efficient and our approach has always been to train and deploy. We’ll give you everything you need to be not just successful but self-sufficient, confidently equipped to tackle any challenges that lie ahead.

We’ve helped more than


More than

Years of combined experience