We have built businesses.
Now we help others run theirs.
Now we help others run theirs.
We approach finance with one focus: supporting real decisions and meaningful goals.
We are Allen Meringolo and Jesse Prato – operators and investors who have built and run businesses ourselves.
Our backgrounds in entrepreneurship, operations, and investment analysis shape how we approach every engagement.
Most financial support available to small and mid-sized service businesses is backwards-looking and disconnected from how those businesses actually run. We started Veros to fix that.
We get into the details with you.
Every engagement starts the same way: understanding your business before making a single recommendation.
We ask questions that go beyond the financials and are curious about how your business operates.
From there, the work stays practical. We use plain language. We work within the systems and data you already have. We are by your side, helping you run your business.
We work with a focused number of clients by design. It is the only way to do this well.
We cover the same ground with every client.
As businesses grow, the financial questions change.
Our fractional CFO consulting work tends to move through the same seven areas over time. Not a rigid framework — more of a map of the terrain we cover together.
Priorities
Priorities
We start by understanding where the business is today and where you want to take it.
Planning
Planning
We build forecasts, cash flow projections, and guardrails for spending, hiring, and growth.
Performance
Performance
Regular budget vs. actuals, a focused set of KPIs, and visibility into how jobs or service lines are performing.
Pricing
Pricing
We help you understand true costs, evaluate margins, and make sure pricing aligns with how the business operates.
People
People
In service businesses, people drive everything. We help you plan and manage your team as your business grows and evolves.
Process
Process
We build feedback loops so the numbers change how the business runs day to day. Think labor efficiency tracking, cleaner sales intake, and job-level targets.
Portfolio
Portfolio
As the business matures, the questions evolve. Excess cash, owner compensation strategy, borrowing, acquisitions, managing downside risk.
