Expert solutions for financial growth.

Promenade Advisors offers financial consulting and online bookkeeping services tailored to meet the needs of both small businesses and large enterprises. We provide customizable, cost-effective solutions that drive profitability, eliminating the need for a full-time hire.

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Committed To Helping Our Clients Succeed.

Our client's success is our top priority, and we strive to deliver exceptional business guidance every step of the way. Trust us to be your reliable partners and committed to achieving your goals.

HOW WE CAN HELP

Our Services.

BOOKKEEPING SERVICES

We provide accurate and reliable bookkeeping services to ensure your financial records are organized and fully compliant.

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BUSINESS STRATEGY

We offer strategic business consulting and growth hacking techniques to help you optimize operations and accelerate your business development goals.

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CFO SERVICES

We provide full or part-time CFO consulting, focusing on cash flow forecasting and risk management to guide decision-making and your company’s growth.

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ENTERPRISE SOLUTIONS

We offer comprehensive services tailored to meet the complex needs of large enterprises and ever-changing market conditions to shape your strategy.

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WE MAKE A DIFFERENCE

Why Promenade Advisors?

At Promenade Advisors, we understand that choosing the right representatives is crucial for achieving successful outcomes in your company. We firmly believe that our group stands out from the rest for the following reasons.

Our clients are at the heart of everything we do. We take the time to listen to your unique goals and challenges. Beyond simply delivering results, we focus on building strong, lasting connections with you and your stakeholders. This client-first approach fosters collaboration, trust, and transparency. By nurturing these relationships, we ensure that all parties are engaged and aligned.
We believe that strong communication is the foundation of every successful partnership. From the initial consultation to the final delivery, we ensure that you are consistently informed and involved. Our team maintains open channels for feedback and clarification, ensuring that all stakeholders are aligned and that any challenges are addressed proactively.
We understand that on complex financial projects, the smallest details can have the largest impact. Our team is committed to thorough planning and precise execution, leaving no stone unturned. Whether it’s financial modeling, due diligence, or transaction structuring, we carefully examine every element to ensure nothing is overlooked, ensuring the best outcomes for your business.
With many years of experience, we know what it takes to manage high-stakes financial projects and deliver results. Our team has deep expertise in capital structuring, mergers and acquisitions, and financial strategy, allowing us to navigate the most critical aspects of your business milestones. We bring seasoned judgment and insights to the table, ensuring you benefit from tried-and-true practices and innovative solutions.

MEET THE TEAM

Our Trusted Advisors.

With a wealth of knowledge across a wide range of business industries, our expert team of consultants is passionate about seeing your company achieving its goals.

Damian Greco

A graduate of Carnegie Mellon’s Tepper School of Business, Damian brings over 25 years of corporate finance experience. Specializing in high-growth companies across consumer products, SaaS, and Web3; with extensive expertise in structured finance, mergers and acquisitions, and strategic business development.

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Andi Chen, CPA

With an MBA from CSU, Los Angeles, and a CPA license in California, Andi has over 25 years of experience in senior accounting roles. She also holds certifications as a QuickBooks ProAdvisor.

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ABOUT US

With a solid reputation built on years of successful projects and satisfied clients, our group has established itself as a trusted name in the consulting and finance industry. Read more about our testimonials and projects in the About Us section.

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Award Winning Firm.

Our commitment to excellence and unwavering dedication to our clients has earned us prestigious accolades in the finance industry. These awards are a testament to our exceptional and talented team.

Client Reviews

⭐ ⭐ ⭐ ⭐ ⭐

Accurate and timely bookkeeping is a vital part of a well functioning business. We switched to Promenade Advisors for these reasons. We have a consistent monthly close now and can monitor our bottom-line with accurate financial statements. Their expertise in consumer products is phenomenal. Highly recommend their business coaching and bookkeeping service.
— GOA Skincare, CEO
⭐ ⭐ ⭐ ⭐ ⭐

Our investor recommended that we bring Damian on as a Board Advisor for business development and strategy. He took our mission statement and developed a strategy to create capsule stories for our sneakers that highlighted influencers who shared our same values. He even sourced an award winning commercial Director (at a fraction of his rate) to bring the campaign to life. Mentors and advisors bring fresh viewpoints and ideas to entrepreneurs - your secret weapon will have you. Damian is just that.
— KOIO, Founders
⭐ ⭐ ⭐ ⭐ ⭐

We use the Enterprise Solution for our entire back-office accounting, corporate finance, strategic planning, and human resource needs. From 3 employees to now over 50 and many venture capital rounds later, we continue to grow and rely on Promenade Advisors as part of our executive team. Their experience and flexibility has been invaluable to our Company.
— Kolex, CEO

General FAQs

Visit the full FAQs page here.

We offer a range of services, including fractional CFO solutions, business coaching, bookkeeping, enterprise back-office solutions, and mergers and acquisitions advisory.
Read more in our services section.
Our team has over 50 years of experience in corporate finance and accounting; working with high-growth companies across numerous industries which includes consumer products, SaaS, and technology. Read more in the About Us page.
After an initial consultation, we assess your financial needs, create a tailored strategy, and work closely with your team to implement solutions that drive results and let you focus on the areas of the business that need your time.
Contact us here.
Simply Contact Us to schedule a consultation, and we’ll provide a personalized estimate based on the scope and needs of your project.

While we excel in handling complex, large-scale financial projects, our focus is on the smallest details and building long-term relationships with our clients, ensures that every aspect is carefully managed for the best outcomes.
Each of our Services are billed on a flat monthly cost. We have competitive pricing and happy to compete for your business. Please click on All Services and learn more about each Solution for the starting plan pricing. For more complex, large-scale projects, we offer tailored pricing following a consultation to assess your business requirements.
Yes, we provide customized package deals that combine services like CFO solutions, bookkeeping, and human resources at competitive rates tailored to your specific size and needs.
Our team prides itself on being highly accessible, with regular communication through email, phone, and virtual meetings. We're available for quick check-ins or ongoing support when needed.