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About us

We make the
financial function of business insightful
& meaningful.

We make the financial function of business insightful & meaningful.

Accounting for your 'aha' moments.

At Notion CFO & Advisors, we believe every business has a constant flow of game-changing ideas that unlock business growth. Owners just need to know where to find them, understand what the numbers mean, and have the confidence to implement the growth ideas. That’s where we come in.

A specialist advisor and business owner going through financial statements.
Senior Consultant Client Manager

Accounting for your 'aha' moments.

At Notion CFO & Advisory, we believe every business has a constant flow of game-changing ideas that unlock business growth. Owners just need to know where to find them, understand what the numbers mean, and have the confidence to implement the growth ideas. That’s where we come in.

Senior Consultant Client Manager

OUR STORY

Long story short, this is us…

Notion CFO & Advisors has a story that’s as unique as the clients we serve. Let’s keep this brief, shall we?

It all started in the summer of 2015 when our founder Matt Myers set out to build a firm that would provide top-notch service to its clients. Fast forward to 2018, and with the addition of Jason Rowland to the team, we became a powerhouse in the industry, known for our hardworking and dedicated team. With a team of 10+ strong accounting minds, we believe in working hard while maintaining a work-life balance, and we attract clients who align with our beliefs and appreciate good work and premium service.

We’re more than just accountants; we’re partners in the success of a client’s business.

10
members

A team of brilliant accounting minds

8
years

A solid history of
client success stories

3
executives

A senior leadership team
with diverse expertise

ALIGNED VALUES

Core principles that guide and shape us.

Bring Big Ideas.

We are all about infusing big ideas into every aspect of our interactions, whether through client support or company culture. Our team of passionate accounting and business minds strive to push the boundaries and constantly think outside of the box.

Be On The Front Foot.

We take a proactive approach to servicing clients and consistently go above and beyond to anticipate and meet their needs. By always being on the front foot, we actively seek ways to assist and support clients, resulting in a smooth and efficient partnership.

Have A Goal.

Setting clear and measurable goals helps everyone stay on track and achieve the desired outcome. Our goal-oriented mindset keeps our people and a client’s business on the right path to a clear and achievable destination.

Always Be Learning.

Our team are dedicated to continuous learning to provide the best outcomes for clients. Our passion for sharing knowledge and helping clients learn something new allows for a mutually beneficial and growth-oriented relationship with clients.

Quality Over Quantity.

We believe in quality over quantity, and take pride in the level of care and attention we provide to each and every one of our clients. We are driven to consistently deliver high-quality service and financial reporting to our clients, regardless of the number of clients we serve.

Always Be Learning.

Our team are dedicated to continuous learning to provide the best outcomes for clients. Our passion for sharing knowledge and helping clients learn something new allows for a mutually beneficial and growth-oriented relationship with clients.

Quality Over Quantity.

We believe in quality over quantity, and take pride in the level of care and attention we provide to each and every one of our clients. We are driven to consistently deliver high-quality service and financial reporting to our clients, regardless of the number of clients we serve. 

MEET THE TEAM

Brilliant minds who do extraordinary things.

WHAT WE DO

Helping high-growth owners identify impactful ideas hidden in the numbers.

Email us today

info@notioncfo.com