About Peritus Advisory
Peritus Advisory brings executive-level financial leadership, strategic tax planning, and precise bookkeeping under one roof — led by a seasoned CPA with real CFO experience.
Our Leadership
Founder & Managing Member
Peritus Advisory is led by a licensed CPA and former Chief Financial Officer with more than 15 years of experience across healthcare, manufacturing, nonprofit, and professional services organizations. Every engagement is handled personally — you work directly with a senior professional, not a junior associate.
Industries Served
Service Areas
What We Stand For
We've sat in the CFO chair and made the decisions you're facing. That real-world perspective shapes everything we bring to an engagement.
We don't just keep the books clean — we help you understand what the numbers mean and what to do about them.
Whether you're a growing startup or an established nonprofit, our engagements are scoped to match your actual needs and budget.
Your work is handled personally — not passed down the chain. You get direct access to the person who knows your file inside and out.
Schedule a complimentary CFO assessment and let's talk about your organization's financial goals.
Schedule a CFO Assessment