The Fery Group

The Fery Group / Finance

Finance leadership without the full-time cost.

Strategic financial leadership on demand, for businesses that need executive-level vision, oversight, and investor-ready reporting without a $300K+ salary commitment. Led by Max Fery.

Start a conversation See what we cover
Led by MaxOne accountable partner
West Coast + remoteOregon, California, Washington
Monthly retainersFlexible hour commitments
Project workFor focused decisions

01 / What we cover

Four ways to put senior finance leadership to work.

Most growing businesses reach a point where spreadsheets and a bookkeeper aren't enough, but a full-time CFO isn't yet justified. We fill that gap with leadership that scales with you.

Up to 120 hrs / monthMax

Fractional CFO

Strategic financial leadership on demand, built around your stage and goals.

  • Financial strategy and vision
  • Investor and board reporting
  • Budgeting and forecasting
Who it is for

Owners and scaling companies ready for their next chapter.

Up to 80 hrs / monthMax

Fractional Controller

Day-to-day financial operations, controls, and reporting, run by a seasoned controller on your team.

  • Accurate books and a timely close
  • ERP reporting automation with documented standard work
  • Inventory valuation and production variance analysis
Who it is for

Small shops to growing companies, including plants and manufacturers.

Up to 40 hrs / monthMax

Bookkeeping + Accounting

Clean books, timely closes, and reliable reconciliations: the financial foundation every healthy business is built on.

  • Books clean-up assessment for errors, missing transactions, and classification issues
  • A consistent monthly process and clean close
  • Reconciliations and audit-ready records
Who it is for

Any business that deserves accurate books, with no minimum revenue.

Scoped per projectMax

Automation Specialist

Custom automation and AI tools that take manual finance work off your team.

  • GL and close automation
  • Custom reporting and dashboards
  • Spreadsheet-to-system migrations
Who it is for

Teams still running finance on spreadsheets and manual steps.

For manufacturers

Plant or manufacturing team? If your ERP is in place but reporting still runs on spreadsheets, we tighten the close, automate the reporting, and leave standard work behind.

02 / How an engagement works

Embedded leadership, not outside advice.

We don't parachute in with a report and leave. Our engagements are structured as true partnerships, with us acting as an extension of your leadership.

01 / Assess

Start with the real numbers.

Every engagement begins with a structured assessment of your current financial state, team capabilities, and strategic goals.

02 / Plan

Build the roadmap.

We build a roadmap and execute against it, with regular check-ins, transparent reporting, and clear accountability.

03 / EmbedONGOING

Work as part of your team.

We learn your business deeply, and we modernize the systems that produce your numbers, from reporting workflows to custom dashboards.

04 / Scale

Adjust as you grow.

Monthly retainers with flexible hours give you predictable costs and room to scale up or down. Automation work can also run as a focused project.

03 / Start here

Let's talk about your numbers.

No sales pitch. Just a straightforward conversation about your business and whether The Fery Group is the right fit.

Start a conversation

Or reach us directly at max@theferygroup.com