JP Latz Advisors

What JP Latz Advisors does

JP Latz Advisors, LLC is an Atlanta-based, founder-owned professional services firm founded in 2010 by Jenny Latz that provides flexible, partial-time, project, and interim CFO services to nonprofit organizations, privately held companies, and foundations, primarily across the Southeast United States. The firm operates a team-based model in which clients gain access to a bench of roughly ten CFO Advisors rather than a single consultant; core offerings are organized into Part-Time CFO, Consulting, Interim CFO, Assessments, CFO Coaching, and Special Projects, with three specialty practices for Nonprofits, Private Companies, and Foundations.

The firm's competitive positioning rests on the credentials of its advisors, several of whom previously held investment banking, private equity, and corporate finance roles at Morgan Stanley, Blackstone, Citigroup, Credit Suisse, SunTrust Robinson Humphrey, Delta, Hilton, Bank of America, the Federal Reserve Bank of Atlanta, and Boston Consulting Group. Services are delivered through direct engagement rather than via any proprietary technology platform, and the firm does not disclose pricing, technology infrastructure, or revenue figures.

Revenue is generated through professional service fees tied to partial-time CFO retainers, project-based consulting, interim placements, and assessments. Customer acquisition is predominantly referral-driven, supported by a client logo portfolio of approximately twenty named Atlanta-area nonprofits, foundations, and emerging companies (including Trees Atlanta, Chastain Park Conservancy, Path Foundation, Food Well Alliance, Empty Stocking Fund, Latin American Association, Park Pride, Family Hospice, and the Community Foundation for Northeast Georgia).

Name

JP Latz Advisors

Legal name

JP Latz Advisors, LLC

Website

https://jplatzadvisors.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

JP Latz Advisors is an Atlanta-based fractional, interim, and project-based CFO advisory firm founded in 2010. Its team of approximately ten senior advisors serves nonprofits, private companies, and foundations across the US Southeast.

Ownership category

akta.pro rank

Product category

CFO Advisory and Financial Consulting Services

NAICS

Management Consulting Services (54161)

SIC

Finance Services (6199)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)

Keywords

• Fractional CFO services
• CFO advisory consulting
• Nonprofit financial management
• Interim CFO services
• Financial strategy consulting

Headquarters

HQ city

Atlanta

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

Revenue model

1. CFO Advisory Services: The firm provides flexible CFO services including part-time CFO engagements, consulting projects, assessments, and interim CFO support. Revenue is generated through professional service fees for financial advisory, with engagement lengths ranging from short-term projects to ongoing retainer arrangements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

JP Latz Advisors is an independent CFO advisory firm that provides flexible, executive-level financial management to nonprofits, private companies, and foundations. Core deliverables include part-time CFO engagements, project-based CFO consulting, interim CFO coverage, financial practice assessments, CFO coaching, and special-project advisory such as financial modeling, accounting system fine-tuning, and investment due diligence.\n\n

Product overview

JP Latz Advisors operates as a flexible CFO advisory firm offering a suite of interconnected financial management services. The core offering consists of part-time, consulting, interim, and fractional CFO engagements, supplemented by financial assessments, CFO coaching, and special project support. Services are organized into three specialty practice areas: Nonprofits, Private Companies, and Foundations. The firm's team-based model provides clients access to multiple experienced CFO professionals rather than a single advisor, with solutions tailored to each organization's specific needs and scaled to budget and timing requirements.

Differentiator

Problem solved

Functional benefit

Products and services

• Part-Time CFO Elevates client teams with CFO support, delivering executive-level financial and strategic expertise for only the hours needed on a flexible ongoing basis.
• CFO Consulting Project-based finance team enhancement providing services such as Board meeting presentations, audit oversight, budgeting, cash flow forecasting, and monthly reporting.
• Interim CFO Step-in CFO services on an interim basis, conducting technical screens of CFO candidates and ensuring smooth day-to-day financial operations during leadership transitions.
• Assessments In-depth evaluations of current financial practices and workflow, reporting on key observations, recommendations, and actionable solutions for organizational improvement.
• CFO Coaching Training and on-call support in financial best practices, fielding questions and delivering resources to boost existing finance team capabilities.
• Special Projects Ad-hoc financial consulting engagements including financial modeling, accounting system fine-tuning, and investment due diligence.

Quantifiable outcome

• Trees Atlanta grew from $2 million to more than $12 million under JP Latz CFO leadership
• +3 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• B2B CFO: National fractional CFO firm providing part-time CFO services to small and mid-sized businesses and nonprofits. Direct competitor in the outsourced CFO space with a similar partnership model of experienced finance executives.
• CFO Alliance: Network of fractional CFOs and finance leaders serving middle-market companies. Competes directly for the same mid-market private company clients JP Latz serves.
• CFO Partners: Boutique firm providing fractional CFO services to small and mid-sized businesses and nonprofit organizations. Closely comparable in service model and target customer profile.

Broad incumbents

• Wipfli: Top-20 US accounting and advisory firm offering outsourced CFO services, particularly strong in the nonprofit and mid-market segments — a scaled peer competing for similar engagements.
• Anders CPAs + Advisors: Large regional CPA and advisory firm providing outsourced CFO, accounting, and tax services to nonprofits and private companies in the Midwest — overlapping with JP Latz's nonprofit and foundation specialties.
• Aprio: National advisory and accounting firm with a dedicated outsourced CFO practice for nonprofits and growth-stage private companies. A larger peer with similar specialty area focus.
• The CFO Centre: Largest global provider of fractional CFO services with hundreds of partners across the US, UK, and other markets. A scaled competitor offering similar part-time CFO engagements to SMEs and nonprofit-adjacent organizations.

Emerging players

• Paro: Tech-enabled marketplace that matches companies with fractional finance and accounting experts. Competes with JP Latz by combining AI-driven matching with on-demand CFO talent, threatening traditional boutique models.
• Toptal: Global talent marketplace that includes fractional finance executives and CFOs among its roster. Represents a tech-enabled disruptor to traditional boutique CFO advisory firms like JP Latz.

Regional players

• Kreischer Miller: Philadelphia-area accounting and business advisory firm with a dedicated outsourced CFO practice serving private companies and nonprofits — a regional peer with a comparable service mix to JP Latz.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 JP Latz Advisors