We are a boutique financial consulting firm helping businesses gain clarity, control, and confidence in their financial strategy.

With deep expertise from former CFOs and financial leaders, we deliver hands-on, strategic support in forecasting, budgeting, risk management, and long-term planning. Whether you’re scaling, restructuring, or simply ready to take your numbers more seriously—we’re here to guide you every step of the way.

We offer the following services focused in the Public, Private, and Non-Profit sectors:
- Strategic Planning
- Financial Modeling
- Treasury Management/debt structuring
- Budgeting/forecasting
- Risk Management
- Process Optimization 

Farrell Financial Services

Org chart

Teams

Offices