Financial Clarity, One Sip at a Time

As a proud sponsor of Cocktails & Capital, we know you're not just here to mingle—you’re here to grow. Whether you're scaling your startup, building a legacy business, or navigating a strategic pivot, your numbers should fuel confidence, not confusion.

Why We’re Doing This

We believe every visionary deserves a clear financial path forward.

At Tower CFO, we’ve seen too many smart, mission-driven founders doing incredible things—but struggling with financial clarity behind the scenes. That’s where we come in. We’re proud to partner with founders who are building boldly and leading with purpose—many of whom have been underestimated or underserved in traditional finance spaces.

As your behind-the-scenes financial team, we help you go from guessing to growing—turning your hustle into a healthy, scalable business.

“I wish I had done this two years ago. It changed everything.”

Now, it’s your turn.

Financial Health Check

Gain Clarity. Reduce Stress. Take Control.

Your business finances shouldn’t be a guessing game. Our confidential, no-strings-attached Financial Health Check provides expert insights to help you optimize cash flow, improve profitability, and plan for growth—all without obligation.

What You’ll Receive:

  • Financial Overview – A clear assessment of your business’s financial health.

  • Cash Flow & Profitability Insights – Identify opportunities to improve and optimize.

  • Tailored Recommendations – Actionable next steps specific to your business goals.

  • Risk & Opportunity Analysis – Pinpoint financial red flags and areas for growth.

  • Private, One-on-One Consultation – A confidential conversation with a financial expert.

How It Works:

  1. Sign up through the form – Quick and easy.

  2. Submit your financials securely – Share access through QuickBooks, financial statements, or other methods for a thorough review.

  3. Meet with a Tower CFO expert – Receive personalized insights and guidance.

Confidentiality First

Your financial information is handled with the highest level of privacy and care. This is a completely confidential consultation—no pressure, no obligations, just expert support to help you make better financial decisions.

Take the first step toward financial clarity—sign up today.

Ready to take action?

Meet the Team

  • Steve Kapfer

    FOUNDER / CEO

  • Betsy Kapfer

    CO-FOUNDER / HEAD OF CLIENT ENGAGEMENT

  • Rick Leibowitz

    STRATEGIC CFO

  • Keri Collins-Mooney

    STRATEGIC CFO

  • Amy Yingling

    STRATEGIC CFO