Executive-level financial and operational leadership, without the full-time hire.
Mark Cernese & Associates helps small and mid-sized businesses understand what their numbers are saying, and what to do about it. CFO consulting, investment management, and strategic advisory on a flexible monthly retainer. No long-term contracts.
Three ways to put decades of financial leadership to work.
CFO Consulting
For growing businessesHigh-level financial expertise without the cost of a full-time CFO. Whether you need financial leadership or a second set of eyes for the team you have, we help you make informed decisions that improve profitability and performance.
Investment Management
For individuals & businessesCustom portfolio management and financial planning built on transparency, risk management, and long-term success. As a fiduciary, we are bound by law to act in your best interest. We are not brokers and we do not receive commissions of any kind.
Strategic Advisory
The Owner’s CouncilA seasoned operator in your corner. On retainer. For less than the cost of a part-time hire. A monthly advisory service for Lehigh Valley small business owners who want a sounding board with real operating experience.
We don’t just analyze numbers. We interpret what they’re telling you about your business, and turn that into action.
Mark Cernese is a three-time Inc. 5000 CEO and experienced CFO who has spent his career building and advising small and mid-sized businesses across Eastern Pennsylvania. He founded Mark Cernese & Associates to give business owners access to the kind of financial leadership usually reserved for much larger companies.
Every engagement starts the same way: understanding what is actually driving your financial results, then building practical recommendations to improve profitability and performance.
- Three-time Inc. 5000 CEO
- Seven-time Lehigh Valley Fastest Growing Companies Award recipient
- Master’s degree in International Finance & Banking
- Graduate certification in Corporate Financial Analysis and Decision-Making
- SEC Series 7 and Series 66 investment registrations
- CFO of the Year Finalist
Let’s talk.
A first conversation is free, and there is no long-term contract to sign. Tell us where your business stands and we’ll tell you honestly whether we can help.