Your CFO on the Go is owned and operated by Sandi Chaisson, CPA, MBA.  Ms. Chaisson specializes in helping business owners improve their companies' profits, cash flow, and growth prospects.  She works with business owners who want more time to focus on the things they are passionate about and who need help managing the financial aspects of their businesses.

After earning her MBA from the Wharton School of Business at the University of Pennsylvania, Ms. Chaisson focused her career to utilize her finance and accounting skills.  While working for several Fortune 500 companies, Ms. Chaisson ran the budget process for CitiFinancial, the consumer finance subsidiary of CitiGroup, and U.S. Office Products' corporate offices.  She also performed competitive analysis and designed the financial reporting system for a new insurance entity launched by CitiFinancial.

Ms. Chaisson has also worked extensively with many small, entrepreneurial ventures performing financial planning and analysis.  After graduating from Wharton, she functioned as a fee-only financial advisor.  Ms. Chaisson focused on helping high net worth business owners harvest their wealth from their companies, and then provided them with investment, retirement, and estate planning advice.

With over 20 years of experience in the financial services industry, Ms. Chaisson has come to enjoy working with owners of closely held, entrepreneurial companies to help them achieve their financial goals.  Her philosophy is that every business owner has his or her own vision of success.  Often though, they are not quite sure of how to achieve and sustain it.  Ms. Chaisson helps her clients clarify their financial goals, identify barriers to growth, and  implement action plans to succeed.

Ms. Chaisson started her professional career as an accountant for Ernst & Young, a "Big 4" accounting firm, and is licensed in the state of Maryland as a CPA.

"It's most satisfying to see someone realize their dreams

and know you helped."

Sandi Chaisson