Expert Financial Leadership for Growing Businesses.
A Proxy is a trusted confidant authorized to represent you as an alternative to your official capacity. When your focus is best served on your preferred expertise, let us step in as your Proxy.
Who We Are
Your Dedicated Financial Leadership Team
With offices in Mandeville, Louisiana, and Charleston, South Carolina, Proxy Financial provides fractional CFO and CPA services for growing businesses across the country. Our licensed CPAs bring senior-level financial expertise and strategic leadership to your business— handling your complete financial function so you can stay focused on what you do best.
Why Choose Proxy Financial
The Proxy Advantage
Exceptional Expertise
Proxy brings tenured CPA professionals to your team. We deliver senior-level financial leadership and full-time commitment, scaled to your business.
Refine Your Financial Foundation
Proxy ensures accuracy in bookkeeping, payroll, inventory management, and tax planning, providing assurance over your day-to-day financial operations.
Strategic Partnership
Proxy integrates seamlessly with your team while also providing CFO guidance through our advisory and fractional CFO packages.
Accounting Backwards and Forwards
Before you can plan for the future, you need to have confidence in your past. Proxy ensures that all your current financial processes are up to standards.
Foundational Pillar
Moving forward, Proxy is considered a foundational pillar of my business. Thank you for your convenient and high-quality support, which I rely on every week.
★ ★ ★ ★ ★
Travis H. – Service-Based Client
Outstanding Service
Outstanding service. Extremely knowledgeable and detail-oriented. Proactive, responsive, and genuinely cares about doing things the right way. Couldn’t ask for better.
★ ★ ★ ★ ★
Lisa G. – Construction Industry
Incredibly knowledgeable
Justin and his team are incredibly knowledgeable and professional, and their work is nothing short of excellent. I truly wish I could give them more than five stars.
★ ★ ★ ★ ★
Robert B. – Service-Based Client
Who We Serve
Financial Leadership at Every Stage
From Startups finding their footing to enterprise businesses scaling globally, Proxy Financial provides the right level of CPA and CFO support for where your business is today and where it’s headed tomorrow.
Schedule Your FREE Consultation Today
Frequently Asked Questions
Common Questions we receive from business owners we work with across Mandeville and Covington, LA, Charleston, SC, and Nationwide
1. What Is a Fractional CFO?
A Fractional CFO is an experienced Chief Financial Officer who works with businesses on a part-time basis. You get senior-level financial strategy, forecasting and leadership scaled to exactly what you need without the commitment of a full-time hire.
2. What is the difference between a bookkeeper, controller and CPA?
A bookkeeper handles day-to-day transaction recording and reconciliation. A controller oversees financial reporting and budgeting, while a CPA provides licensed accounting expertise, including tax strategy, compliance, and financial advisory.
3. How do I know I can afford to hire an accountant or CPA?
The better question is whether you can afford not to. Most business owners find that professional accounting pays for itself through tax savings, cleaner financials, and better-informed business decisions. Proxy Financial offers scalable service packages, so you get the right level of support without overextending your budget.
4. How do I know when my business needs a CFO?
If your business is experiencing rapid growth, seeking outside investments, struggling with cash flow, or preparing for acquisition, it’s time to consider CFO-level support. Many business owners wait too long and face financial blind spots that could have been avoided. What sets Proxy Financial apart is that our fractional CFO services are led by licensed CPAs- bringing both strategic financial leadership and certified accounting expertise to your business.
5. Do you serve businesses outside of St. Tammany and Charleston?
Yes. While Proxy Financial is headquartered in Mandeville, Louisiana and Charleston, SC, we provide Fractional CFO and CPA services across the country. Our team provides the same high level support regardless of your location.
Ready to Schedule?
Ready to get your financials in order? Schedule a call below.