HEAR FROM OUR CLIENTS
“Working with Alex over the past several months has been a transformative experience for our team. His involvement has gone far beyond the typical role of a financial advisor. Through consistent, in-depth weekly strategy sessions, Alex has become a critical partner in guiding our business through key financial and strategic decisions as we scale. This empowerment has significantly elevated our internal financial literacy and decision-making confidence.
What truly distinguishes Alex is his proactive, strategic mindset. He doesn't just report on performance - he anticipates challenges, asks the right questions, and steers discussions that uncover opportunities for alignment and growth. Alex has been instrumental in navigating a critical growth phase, and we’re incredibly grateful for his guidance, diligence, and collaborative approach.”
Nasim Morawej, Recon Intel
“I'm so grateful for Alex's insight, focus, and support - especially when it comes to business and financial strategy. I've known him for many years, and he's helped me work through some incredibly complex challenges. I'm thrilled that he's now supporting me regularly as my fractional CFO. I am busy running my business and this is not my area of expertise.
Alex brings a calm, thoughtful approach to even the most delicate situations. His ability to navigate complexity with patience and care is truly exceptional. If you're lucky enough to work with Alex, know that you're in the presence of someone really special. He's not only brilliant - he's one of the kindest and most generous people I know."
Tami Lackey, Acclaimed! Heating and Cooling
“Working with Alex has been a gamechanger for our business. He has a unique ability to make complex financial information easy to understand and approachable, which has empowered us to make smarter decisions.
Thanks to his guidance, we now have a clear financial picture, solid projections, and a strategic plan ofr growth. Alex's professionalism, insight, and collaborative style have made a tremendous difference. We highly recommend him to any business looking to take control of their finances."
Christine Mallett, Hammer Injury Law
Who We Are
Boutique Financial Advisory. Global Insight. Measurable Impact.
Aligned Financial Solutions (AFS) is a consulting and advisory firm specializing in CFO advisory services, strategic planning, and financial management solutions. With decades of experience in North America., we bring value-based, customized solutions that align your strategy with financial growth.
What Makes Us Different
We combine global expertise, deep industry experience, and a personalized approach to deliver results you can measure. AFS is proud to help businesses:
Improve cash flow and profitability
Implement effective & efficient financial reporting
Align internal resources with growth objectives
Secure funding and investment with clarity and confidence
Strengthen internal leadership through training and coaching
Our Core Services
The role of CFO has evolved...
CFO Advisory Services
AFS provides financial leadership that goes beyond accounting. We help manage risk, market disruptions, and align your finance strategy with corporate growth.
Strategy Planning
We work with your executive team to design and implement strategic initiatives that increase your competitive advantage and support long-term profitability.
Financial Management Solutions
From KPI development to 36-month forecasting, we create and implement financial tools tailored to your organization’s goals.
Bookkeeping & QuickBooks
Reliable, accurate month-end reporting to help you maintain dependable financial records and insights.
Coaching & Training
Workshops and leadership development programs that empower your team to apply financial strategies and tools for growth.
Our Clients
We believe every client is a valuable, long-term partner.
The Perfect Customer Experience
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Poul Gingere
bennertik inc
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Adam Barne
Eternet
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Zachi Bloom
Artomorrow