Board of Directors and Advisory Board Services

Providing independent oversight, strategic guidance, and financial expertise to company boards seeking experienced leadership with investment and operational background..

Services Include:

  • Board member or advisory board participation

  • Financial oversight and audit committee involvement

  • Strategic planning and growth initiatives

  • Risk management and governance

  • Executive compensation and performance oversight

  • M&A and capital allocation decisions

  • Investor and stakeholder communication

This is ideal for

  • Private companies seeking experienced board members

  • Family businesses adding independent directors

  • Growing companies requiring financial and strategic expertise

  • Organizations in transition or preparing for significant events

  • Engagement Structure

    Retainer or per-meeting compensation, depending on board structure and time commitment required.

Book a complimentary call today

  • Iris is an outstanding choice for organizations that are too small to employ a full-time CFO but still want to ensure that their accounting and tax procedures are state-of-the-art.

    Iris quickly came up to speed on the accounting issues present for our particular business and reorganized our chart of accounts to produce meaningful and useful financial statements, which now inform our day-to-day business decisions. She also interfaced with our CPAs and redesigned our data capture process around a challenging accounting matter that needed to be addressed. Iris is very bright, personable, decisive, quick to grasp business issues, extremely efficient with her time, and an outstanding professional who is truly a pleasure to work with. She has made immediate and substantial improvements to our business in a very short time.

    — Jonathan Cohen, Joseph Cohen & Del Vecchio PC | Small Business

  • We brought Iris in to improve the financial and accounting processes and procedures for my small business and she has been an invaluable resource.

    I have known Iris for more than a decade and I trust her implicitly as she has a high ethical standard. In addition to helping us on the financial side, Iris started diving into growth initiatives and became a strategic thought partner to me. I can recommend Iris without reservation to any company or individual. She’s a true gem.

    — Dr. Julia Getzelman, Founder & CEO of GetzWell Personalized Pediatrics | Small Business

  • Iris is a miracle.

    Not only has her patient, clear, super-competent financial guidance removed almost all stress from running my business, she's also helped me to save so much money that it has more than paid for her fee! Highest possible recommendation.

    — Michael T. | Business Owner

Additional Offerings

Fractional CFO & COO Services

Transaction Advisory & Strategic Project Support

Financial & Strategic Support for Small Businesses