Combining finance with strategy to propel your business forward

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Founded in 2010

200+ Clients

CFA Charterholder

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Over Two Decades of Experience in Financial Services

Customizable
CFO Services

Financial
Models

Strategic
Planning

Investor Pitches, Presentations, & Board Meetings

Mergers &
Acquisitions

Featured clients

There were a few key moments when we were selling our company Serial Productions to the New York Times – where the most lucid framing of the issues – the most helpful and actionable advice – came from Sona.
Ira GlassThis American Life
She is a partner in the process, and is willing to explore avenues together, giving solid feedback with “normal” language, humor and much-appreciated warmth.
Julie SnyderSerial Productions
Here’s what you get with Sona: A top flight financial mind, a sunny spirit, and a person who is able to quickly adapt to the particular needs of your company and figure out how to best maximize profits. You will be hard pressed to find someone better.
Alexander SteelePresident, Gotham Writers’ Workshop
She is one of the most professional, helpful and kind advisors that I have ever worked with. We often met to review financials, discuss strategy, create hiring plans and analyze the health of the company, and I felt like I could always count on her expertise when we were in a time crunch.
Zach ShermanCEO, Timber Technologies
Sona helped put vital structure around the finance function of our business from the start which gave us a solid foundation to grow our business and give me more confidence in my decision making.
Adam FieldsFounder/CEO, Arta
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Proven Results

Size of clients ranges from 1-150 employees with revenues from $0 – $30mm

Experience in a variety of industries including: Technology, SaaS, Consumer Packaged Goods, Fashion, Services (Education, Marketing, Consulting), Healthcare, and Media

Partnered with over 150 companies (and counting) on a project and/or ongoing CFO basis

Long-term relationships with several clients as their part-time CFO

In 2020, 3 clients were acquired by public companies

CFO and Acting President for a celebrity-founded Designer Fashion company

CFO and Acting President for a celebrity-founded Designer Fashion company

Proven Results

  • Size of clients ranges from 1-100 employees with revenues from $0 – $30mm

  • Experience in a variety of industries including: Technology, SaaS, Consumer Packaged Goods, Fashion, Services (Education, Marketing, Consulting), Healthcare, and Media

  • Partnered with over 200 companies on a project and/or ongoing CFO basis

  • Several long-term relationships with many companies as their part-time CFO, with some engagements lasting over 10 years.

  • Assisted in several client acquisitions (by both public and private companies) and capital raises (including Friends and Family, Seed, Series A rounds, and Private Equity financing)

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Sona Banker, CFA

Sona is based in New York and works with clients that span the globe, ranging from start-ups to established businesses

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