What does Posio actually do?+
We act as an outsourced growth, finance, and business-operations partner. That means fractional sales leadership, fractional CFO services, bookkeeping and payroll operations, CRM systems, dashboards, and automation — delivered as one connected engagement instead of four separate vendors.
How is this different from hiring a consultant?+
We do not stop at recommendations. We diagnose, map the current state, prioritize the changes with the strongest impact, build the processes and systems, train your team, and stay involved to review results and improve the system as the business changes.
Do we have to buy everything at once?+
No. Most clients start with an Assessment & Roadmap, then choose an implementation project or an ongoing fractional partnership based on what the assessment finds.
Where does AI and automation fit?+
Where it improves accuracy, speed, consistency, or cost — and nowhere else. Automation is a tool we use inside a well-designed process. It is not the service. The service is stronger revenue execution and financial control.
Who is Posio the best fit for?+
Family offices, venture-capital firms and their portfolio companies; nonprofit organizations; and home-improvement and field-service companies. More broadly: organizations that need senior sales and financial leadership but are not ready to hire several full-time executives.
Will you work with our existing accountant, CPA, or tools?+
Yes. We work alongside your CPA and inside the systems you already use wherever they are serving you well, and we replace or connect the ones that are not.
What does "Grow with a CFO" mean?+
Sales leadership to create revenue. Financial leadership to protect it. Smarter systems to scale it. Most firms improve one department; Posio connects revenue and finance so they tell the same story.
Do you work outside California?+
Yes. Posio is California-based and works with organizations nationwide, on-site or remotely, depending on the engagement.