Empowering Companies with Financial Excellence
We're on a mission to enable every company to have the knowledge, insights, and best practices of an 'at scale' company.
How We Started
theFinanceStack was born from a simple observation: growing companies need world-class financial expertise, but can't always afford full-time finance leaders.
Founded in 2020 by Brad Williams and Helen Astle, theFinanceStack began with a vision to democratize access to high-quality financial expertise. Having worked with numerous early-stage and growth companies, Brad and Helen saw firsthand how these businesses struggled with financial strategy, reporting, and operations.
They recognized that the traditional model of hiring full-time finance executives was often out of reach for growing companies, yet these same companies desperately needed sophisticated financial guidance to scale effectively and secure funding.
The solution? A fractional finance model that provides companies with the exact level of expertise they need, when they need it, without the overhead of a full-time team. Since our founding, we've helped many companies across various industries achieve financial clarity, operational efficiency, and successful fundraising outcomes.
Why We Exist
We believe every company deserves access to world-class financial expertise, regardless of size or stage.
Our Mission: To help more companies, be more successful, more often.
Our Vision: To be the "operating system" for early and growth companies.
Our BHAG (Big Hairy Audacious Goal): Companies everywhere lean (rely) on the FinanceStack to run their admin and financial/accounting operations.
Our 5HAG: We have 500 companies in Canada and the US, and concrete plans for 1-2 more countries in the next 5 years (by end of 2028).
Our One Metric: NPS (Net promoter score) >80 monitored on a quarterly basis with definitive and actionable remedies to address any deficiencies identified.
What We Stand For
Our values guide everything we do, from how we work with clients to how we collaborate as a team.
Client Success
We measure our success by the success of our clients. Their goals are our goals.
Integrity
We uphold the highest ethical standards in all our interactions and decisions.
Excellence
We strive for excellence in everything we do, from client service to internal operations.
Innovation
We continuously seek better ways to solve problems and create value for our clients.
Collaboration
We work together as a team, leveraging our collective expertise to achieve the best outcomes.
Growth Mindset
We embrace challenges and see failures as opportunities to learn and improve.
Leadership Team
Meet the experienced finance leaders who guide our company and help our clients achieve financial excellence.
Brad Williams
CEO & Founder
Brad founded theFinanceStack with a vision to democratize access to world-class financial expertise. With extensive experience as a CFO for high-growth companies, he's passionate about helping businesses build strong financial foundations.
LinkedIn Profile
Helen Astle
CRO, Co-founder
As co-founder and Chief Revenue Officer, Helen leads our client acquisition and growth strategies. Her background in finance and business development helps ensure we deliver exceptional value to every client we serve.
LinkedIn Profile
Kayla Hanion
Director of Operations, Fractional CFO
Kayla brings extensive operational finance expertise to our team. As both Director of Operations and a Fractional CFO, she helps clients optimize their financial operations while ensuring our internal processes deliver consistent excellence.
LinkedIn Profile
Dan Caspick
Director of Finance
As Director of Finance, Dan oversees our financial strategy and operations. With his CPA background and extensive experience in financial management, he ensures both our company and our clients maintain financial excellence.
LinkedIn ProfileWork With Us
We're always looking for talented finance professionals to join our team and help companies achieve financial excellence.
At theFinanceStack, you'll have the opportunity to work with diverse clients across various industries, apply your expertise to solve complex financial challenges, and grow your career in a supportive, collaborative environment.
We offer flexible work arrangements, competitive compensation, and a culture that values continuous learning and professional development.
Ready to transform your finance function?
Schedule a consultation with our team to discuss how our fractional finance expertise can help your company achieve financial excellence.
Company Milestones
Key moments in our journey to transform financial leadership for growing companies.
Company Founded
Brad Williams founded theFinanceStack with a mission to provide fractional finance expertise to growing companies.
Team Expansion
Expanded our team to include specialized experts in FP&A, controller services, and industry-specific finance.
$50M+ in Client Fundraising
Helped our clients collectively raise over $50 million in funding through our financial modeling and fundraising support.
Industry Expansion
Expanded our expertise to include specialized services for healthcare, fintech, and manufacturing industries.
International Expansion
Began serving clients internationally, helping companies navigate global financial challenges.
Launch of Finance Academy
Introduced our educational platform to help founders and executives build their financial acumen.
Looking Ahead
Continuing to innovate and expand our services to meet the evolving needs of growing companies worldwide.
Global Expansion
Expanded operations to Europe and Asia, serving multinational clients with cross-border financial expertise.
Finance Tech Platform Launch
Launched our proprietary finance technology platform, enabling clients to access real-time financial insights and collaborate seamlessly with our team.