COOPER BECKWITH, LLC QUALITY · VALUE · SERVICE

Fractional CFO Services

Strategic finance for companies and organizations that need more than an accountant.

Cooper Beckwith delivers fractional CFO advisory, financial operations, and regulatory finance support — purpose-built for:

  • Owner-operated businesses $5M to $75M in revenue, navigating growth, capital, or transition
  • PE-backed portfolio companies Needing finance leadership without a full-time C-suite hire
  • Nonprofit organizations Strengthening financial governance, board reporting, and grant compliance
  • Small depository institutions Community banks and credit unions managing CECL, ALM, liquidity, and regulatory reporting

Founded by John “Jeb” Beckwith — an operating CFO with direct experience leading finance at a fast-growing, PE-backed direct-to-consumer company through a $20M institutional capital raise and successful exit, and as interim CFO to an approximately $3M United Way partner nonprofit. Thirty-plus years across operating, private equity, and capital-markets roles.

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John 'Jeb' Beckwith, Managing Partner, Cooper Beckwith LLC
John “Jeb” Beckwith Managing Partner
Shailaja Vishwanath, International Partner, Cooper Beckwith LLC
Shailaja Vishwanath International Partner