Christy Paddock Advisors

What Christy Paddock Advisors does

Christy Paddock Advisors, LLC is a privately held Indianapolis-based financial advisory firm founded in 2016 by Christy Paddock, a 20+ year CPA and CGMA. The firm provides fractional (contract) CFO services, financial reporting and advisory, M&A transaction support, and special-project financial work to rapidly growing companies, family-owned businesses, and minority and women-owned businesses in the greater Indianapolis area. Its core service modules — Management Reporting, Budgets and Projections, CFO Transitions/Department Training, M&A (buyer and seller), and Special Projects — are delivered by a team of 17 professionals whose credentials include Big 4 audit experience (PwC, Ernst & Young, Crowe, KSM), Fortune 500 finance leadership, and Indiana-specific public accounting expertise.

The firm has no proprietary technology platform; its product is human advisory delivered by credentialed professionals. The revenue model is a recurring retainer / project-based professional services model, with no publicly disclosed pricing — clients receive a free consultation and engagements are tailored to specific needs and budget. Go-to-market is direct and consultative, supplemented by content marketing (downloadable checklists on topics such as the Corporate Transparency Act, Year End, and Internal Controls), LinkedIn presence, and the firm's inclusion in the Forbes BIS Top CPAs list (2026).

In January 2026, the firm entered a strategic partnership with Springline Advisory — a national platform investing in middle-market accounting and advisory firms — which provides access to larger-firm capabilities while the firm retains its independent brand and boutique culture. The firm is founder-controlled (Christy Paddock as Managing Partner, with Matt House as Partner since 2023) and shows no external institutional or PE investment in the disclosed data. The firm voluntarily surrendered its CPA firm license, repositioning as an Accounting and Advisory practice while individual team members retain their professional credentials.

Name

Christy Paddock Advisors

Legal name

Christy Paddock Advisors, LLC

Website

https://christypaddockadvisors.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Christy Paddock Advisors is an Indianapolis-based fractional CFO and financial advisory firm serving rapidly growing, family-owned, and minority/women-owned businesses in the greater Indianapolis area, founded in 2016 and partnered with Springline Advisory since January 2026.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Fractional CFO services
• Financial advisory services
• Mergers and acquisitions advisory
• Management reporting consulting
• Budgeting and forecasting services

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fractional CFO Services: Providing reporting and advisory services without the commitment and expense of a full-time high-level CFO. Services are tailored to specific client needs and budget, likely structured as retainer/recurring engagements or project-based fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Christy Paddock Advisors provides fractional (contract) CFO and financial advisory services to businesses that do not need or cannot afford a full-time CFO. Core offerings include Contract CFO Services (management reporting, budgets, projections, CFO transition support), Mergers & Acquisitions advisory (due diligence, valuation, LOI negotiation, integration), and Immediate Financial Needs/Special Projects (cash management, internal control reviews, compensation analysis, temporary CFO coverage).

Product overview

Christy Paddock Advisors is a financial advisory services firm offering fractional CFO and financial advisory services primarily to rapidly growing companies in the greater Indianapolis area. The firm specializes in servicing family, minority, and women-owned businesses. Its core offerings include Contract CFO Services (providing high-level reporting and advisory without full-time commitment), Mergers & Acquisitions Services (buyer and seller support through the full transaction lifecycle), and Immediate Financial Needs/Special Projects (addressing urgent financial situations). These services are delivered through structured modules covering Management Reporting, Budgets & Projections, and CFO Transitions/Department Training. The company operates as a boutique advisory firm that was recently partnered with Springline Advisory to expand capabilities while maintaining its client-focused culture.

Differentiator

Problem solved

Functional benefit

Products and services

• Contract CFO Services Provides high-level reporting and advisory services tailored to client needs and budget without the commitment and expense of a full-time CFO. Includes customized reporting, KPIs, scorecard metrics, monthly close, internal control development, staff development, and department budgets. Target customers are business owners and leaders of rapidly growing companies, family-owned businesses, and minority/women-owned businesses.
• Mergers & Acquisitions Services Guides clients through the full M&A transaction lifecycle from preparation to integration. Includes due diligence, valuation analysis, LOI terms and negotiation, adjusted EBITDA calculations, and integration planning and execution. Serves both buyers and sellers.
• Immediate Financial Needs / Special Projects Addresses unforeseen financial situations and special project needs on an as-needed basis. Includes temporary CFO vacancies, internal control reviews, cash management, compensation analysis, strategic planning, banking relationships, and credit facilities support. Designed for companies needing rapid, discreet, high-level financial assistance.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Springline AdvisorycoreStrategic or Co-development Partner · 13 January 2026Springline Advisory has partnered with Christy Paddock Advisors LLC, an Indianapolis-based firm providing fractional CFO and financial advisory services. Through the partnership, Christy Paddock Advisors gains access to larger firm capabilities while maintaining its boutique culture and client relationships. The partnership aligns with Springline Advisory's Scale with Soul approach and reflects ongoing investment in middle-market accounting and advisory firms across the U.S.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Cherry Bekaert: Top-25 U.S. accounting and advisory firm serving privately-held middle-market companies. Provides fractional CFO, transaction advisory, and family business services that directly compete with CPA's core offerings.
• Plante Moran: Major U.S. middle-market accounting and consulting firm with strong presence in the Midwest, including Indianapolis. Offers CFO advisory, transaction services, and family-business consulting comparable to CPA's service portfolio.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting and advisory firm purpose-built for the middle market. Offers outsourced CFO/controller services, M&A advisory, and family business transition services that directly overlap with CPA's three core service lines.
• Aprio: Top-30 U.S. advisory and accounting firm focused on private, middle-market, and growth-stage companies. Offers outsourced CFO/controller services, M&A advisory, and family-office services comparable to CPA's portfolio, with greater national footprint.
• Wipfli: Top-20 U.S. accounting and advisory firm focused on the middle market, with active fractional CFO, M&A advisory, and outsourced accounting practices. Competes with CPA for the same mid-market, family-owned, and growth-stage client base across the Midwest and beyond.
• RSM US: Leading U.S. provider of audit, tax, and consulting services to the middle market, with a dedicated private equity and CFO advisory practice. Directly competes with CPA on outsourced finance leadership, M&A support, and growth-stage advisory for the same middle-market client.
• BDO USA: Top-5 global accounting and advisory network with significant middle-market and private-company practices across the U.S. Offers fractional CFO, transaction advisory, and outsourced finance services that overlap with CPA's Contract CFO and M&A offerings, though at vastly greater scale and brand reach.
• Eide Bailly: Top-25 U.S. accounting and advisory firm serving middle-market private companies, with dedicated outsourced accounting/CFO and M&A services. Comparable client base and service mix to CPA, with broader geographic reach.

Direct peers

• Springline Advisory: Strategic parent platform and partner of Christy Paddock Advisors since January 2026. Springline Advisory invests in middle-market accounting and advisory firms under its 'Scale with Soul' model — the same franchise CPA now sits within, making it the closest direct comparable for platform, services, and target client.

Regional players

• Somerset CPAs: Indianapolis-area public accounting and advisory firm referenced in CPA's own team bios (Jenni Morgan prior tenure). Comparable in size, geography, and service mix to CPA, with similar middle-market and family-owned business focus, and overlapping talent market in central Indiana.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/christy-paddock-advisors-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Christy Paddock Advisors