The Back Office Ahead of the Curve

We build the foundation growing businesses need to move forward with confidence.

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At some point, every business hits the same wall. Revenue is coming in, the team is growing, and somewhere behind the scenes things have started to crack.

Cascade Advisory Group provides embedded financial leadership for founder-led businesses. We step in as the senior financial partner and do the actual work. Not advisory. Not a deck. The actual work. As your business grows, we grow with you.

  • Your numbers should drive your decisions. Most of the time, they don't. We lead CFO-level strategy, financial planning and analysis, cash flow visibility, and forecasting. The senior financial partner you don't have yet.

  • A close process that actually closes. We own month-end, GAAP compliance, reconciliations, and reporting. Clean books, accurate statements, and a foundation the rest of the business can rely on.

  • Tax doesn't live in a silo. We coordinate with your tax advisors, manage audit readiness, and make sure the financial structure supports good tax outcomes. Nothing falls through the cracks.

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The problem isn't the business. It's what's running behind it.

Three engagement levels.
Scoped to where your business is today.

We work with what’s already in place and own what isn’t.

Essentials
  • Bookkeeping
  • Monthly close oversight
  • GAAP compliance and QA
  • P&L, balance sheet, cash flow reporting
  • 3-5 KPIs
  • Quarterly CFO review
Advisory
  • All Essentials, plus:
  • Monthly CFO engagement
  • Forecasting and budget vs. actual
  • 6-9 KPIs and custom dashboard
  • Audit readiness and tax coordination
Strategic
  • All Advisory, plus:
  • Full controller ownership
  • Scenario and sensitivity modeling
  • Board and investor materials
  • 10+ KPI executive dashboard
  • Rolling 12-month forecast

Not sure where to start? The first conversation will tell us what fits.

Let's Talk

How We Work

We build the financial infrastructure you're missing. A close process that works, numbers you can trust, cash flow visibility, and CFO-level strategy that connects the day-to-day to the bigger picture. We own the work. We don’t hand you a report and leave.

Close-up of a wooden desk with a closed black laptop, a notebook with a pencil, a small vase with a purple flower, a white modern table lamp, a stack of white books, and a white coffee cup on a saucer.

When the numbers make sense, the decisions follow.

Who We Work With

Start-up to mid-size, founder-led businesses. You've built something real. Revenue is there, the team is growing, and the complexity has started to outpace the infrastructure. You have some support in place, but no one providing senior financial leadership above it. You are making decisions on hiring, pricing, and investment without numbers you fully trust. Your close is late, your reporting is inconsistent, and you are not sure where to start. You want someone who walks in, understands the full picture, and actually solves for the gaps slowing you down.

Not a deck.
Not a recommendation.
The actual fix.

The Founders

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Cassidy Drilling, MBA

Cassidy spent 15 years inside some of the best-run companies in the country before she started advising them. She built FP&A functions from scratch, walked into companies and found the problems no one else had seen yet, and led CFO-level strategy through M&A, divestitures, and rapid growth. She gets in and rolls up her sleeves because she knows what it costs when the numbers and the strategy don’t speak the same language. She is based in Southern California and rarely goes a day without a glimpse of the ocean.

Co-Founder & Partner

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Mariah Gaines, CPA

Mariah has spent a decade in public accounting and controller roles across CPG, construction, and craft beverage. She brought that work with her when she co-founded Cascade Advisory Group. She has a particular affinity for the accounting fixer-upper. Messy charts of accounts, reconciliations that haven't been touched in months, a close process nobody owns. She finds the puzzle genuinely interesting. She is based in Central Oregon with her husband and two young kids.

Co-Founder & Partner

We’ve been in this room before. That’s the difference.

Why It Works

Mariah builds the accurate financial foundation. Cassidy uses it for strategy and planning. The output is only as good as the foundation underneath it. That’s why we built it this way.

Next Step

We work with a small number of clients at a time across the United States. Founders who want the truth and a real plan, not a presentation about their own business handed back to them with a different logo on it. If that sounds like you, the first step is a conversation.

Let's Talk