Who We Are
Clarity, structure, and confidence for your financial operations.
Proxy Financial is a Fractional CFO firm that partners with growing businesses to bring clarity, structure, and confidence to their financial operations. We act as an extension of your team, helping you understand your numbers, anticipate challenges, and make informed decisions without the cost or complexity of a full-time finance hire.
Our approach is practical and hands-on. We focus on building clean, reliable financials, improving cash flow visibility, and putting systems in place that scale as your business grows. Whether you need day-to-day accounting support or higher-level financial guidance, we meet you where you are and grow with you.
Who We Serve
We work with business owners and leadership teams who want long-term financial partners to help them make confident decisions backed by clear financial insight. Our clients are typically small to mid-sized businesses that are growing, evolving, or navigating complexity, and need a trusted partner to move forward with confidence.
Founder-led and owner-operated businesses
Service-based companies and professional firms
Multi-entity or multi-state businesses
Companies preparing for growth, financing, or operational changes
Our clients value clear communication, proactive guidance, and an executive team that understands both the numbers and the realities of running a business.
How We’re Different
Proactive, Not Reactive
We don’t believe financial support should be reactive or one-size-fits-all. Our goal is to help you understand what your numbers are telling you before they become problems.
Strong Foundations First
We focus on clean and accurate books, thoughtful systems, and clear reporting that you can actually use to run your business. From there, we provide ongoing guidance that looks ahead, not just backward, empowering you to make important decisions.
Part of Your Team
Unlike traditional accounting firms, we operate as part of your internal team. We take the time to understand how your business works, tailor our support to your needs, and communicate in plain language so you’re never left guessing.
Our role is to simplify the financial side of your business, reduce uncertainty, and give you the confidence to make informed decisions as you grow.
Contact Us
Have a question or want to learn more about how we can support your business? We’d love to hear from you.
Whether you’re looking for ongoing accounting support, fractional CFO guidance, or simply want to understand if Proxy Financial is the right fit, we’re happy to start with a conversation.
New Orleans, LA
Email: jhanson@accountingbyproxy.com
Phone: 985-235-2533
Charleston, SC
Email: jlondono@accountingbyproxy.com
Phone: 843-259-2181