Your CFO Advisors

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Services

Working with organizations to navigate their unique opportunities and challenges is the driving inspiration behind our work.

 

We advocate for business owners because they are the inspiration and vitality of the communities in which we live and work.      

 

CFO Services

Contract CFO Services

Cash is the reason businesses thrive or fail. We bring powerful tools to take the guess work out of budgeting and cash flow analysis.

Not for Profit

Our team supports Not for Profit organizations with a treasury function that is often hard to find. We assist them with reporting and grant compliance support so they can focus on
the mission.

 

Accounting

Payroll and HR

The game has changed. Are you manually setting up payroll for employees? We can help you significantly streamline your payroll and tax compliance process.

Accounting and Finance

Getting started? Need an upgrade? We help get you on a cloud based ledger that will meet your current and future needs. 

 

Information Technology

IT Roadmap & Cybersecurity

We specialize in back office technology selection and implementation. Everything we do considers total cost of ownership, ease of use, and security.

System Implementation

Accounting and supply chain system implementations can be disruptive and taxing on current staff. We provide the support needed to make your project a success and take the risk out of critical technology updates.

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Local team provides depth and clarity.

 

Clients

52 Limited

Atmosera

Bambu

Built Oregon

High Sierra Community Energy Development

Holy Redeemer Catholic School

KW Energy

Lead IT Technology Consulting

Mountain Meadows Pet Products

Oregon Dermatology Society

Oregon Fairs Association

PIE (Portland Incubator Experiment)

Roons

Steve Smith Teamaker

Water Avenue Coffee

Wisewood Energy

 

Testimonials

We are lucky to partner with some of Pacific Northwest's most recognized, beloved brands. Here are just a few of these stories to help showcase the results we help deliver to our clients. 

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Bambu

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Wisewood

Smith Teamaker

 

About us

We are your financial advisors. Entrepreneurs at heart, we harness the power of numbers to uncover profit and to clear the fog. We absorb documentation, pour over operational spreadsheets, examine data from IT and compliance, and showcase it visually. We make the numbers make sense for business owners. Well informed with new knowledge and vision, clients have the confidence to plan for and manage growth to achieve results. For local business owners who share our passion for sustainable enterprise, the results are immediate and will endure for years to come.

 
 

Approach

We embrace Agile program management principles to perform our work.

On client engagements, this means:
 

  • Our client’s goals become our own, and we adapt in real-time to changes

  • We update our progress with the client frequently

  • We believe face-to-face dialogue is the most effective form of communication

  • We hold ourselves to the highest level of professional competency and transparency

  • We embrace simplicity and self-organized teams around a shared purpose

  • Honest feedback makes us stronger, and we embrace the resulting changes.

 
Adam L. Turco CPA, CISA
President
[INTJ - Merchant-Innovator]

Office: (971) 319-2807

adam@primetrics.biz

Brittany Bradfield
Account Executive
[INTP - Merchant - Innovator]
Ivana Brito
Accounting I 
[ISFP - Innovator - Builder]

Team

Through my Firm, Primetrics, I provide CFO consulting services to small and midsized companies. Clients engage Primetrics mainly to understand their financial business model and help transition to growth and gain a better understanding of the profit drivers at their company. They seek outside mentoring for their staff or need to support their team with accounting professionals. Sometimes the company is in transition and needs an experienced CPA to stabilize the accounting and finances of their business. Many times, we set up their first budget and forecasting process to help them see into the future. 

 

I bring a background in technology implementation that few CPAs or CFOs possess. Automation and business process optimization are the tools I bring to every engagement. This skill set has allowed clients to scale their businesses where before it simply was not possible. We specialize in identifying and implementing the latest cloud-based applications to automate the accounting and financial operations of our clients. Doing so allows them to scale profitably and realize higher returns on the same volume of sales. Our work frees up internal resources to focus on innovation and customer satisfaction.  

Erin came to Portland after receiving her bachelor’s degree in liberal arts from Hendrix College in Arkansas and spent her first decade here working in the area’s vibrant maritime industry, where she honed strengths in logistics, compliance, and communications. She later qualified as a Certified Public Accountant and has worked in public accounting as well as private tax practice. Erin is a detail-oriented problem solver with an innate need to see projects through to a positive finish. She and her husband Ian love to travel and have favorite places in Nepal, Poland, Scotland, and the San Juan Islands. When not spoiling her children, she can usually be found on her back porch entertaining friends and family or planning the next big adventure.

Erin Arlow CPA
Controller
[INTP - Innovator - Banker]

Brittany is an aspiring accountant who is motivated by the belief that the work that she does can help others.  Staff Accountant by day and student by night, it’s exciting for her to see how her schooling and work benefit each other.  She was first exposed to accounting by her mother and realized that she wanted to pursue it as a career while assisting the accounting department at a local real estate company where she developed a background in real estate transactions and financing.  Before her work in real estate, she was an office manager for a physical rehabilitation services company where she prided herself in providing excellent customer service and enjoyed the complexity of medical billing.  She later had the opportunity to train new staff, develop policies and procedures for the outpatient division, and was responsible for creating the department’s training reference manual.

Brittany spent her formative years in Salt Lake City, Utah where she fell in love with the Wasatch mountains, so it was natural for her to gravitate toward Mt. Hood upon moving to Oregon in 2012.  She loves hiking, snowboarding, and running with her Doberman pinscher. 

A recent graduate from Portland State University. Her determination, dedication, and persistence helped her successfully obtain her accounting degree while working and raising her four children. Ivana loves to see small businesses grow and succeed. Ivana has lived in Oregon off and on since 1998. Since returning to Oregon in 2012, she has worked for small businesses and enjoys watching them grow and succeed. Ivana loves to explore Oregon during the beautiful summers with her family, exploring places in the region they haven’t yet seen. There is oh so much! 

 

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(971) 319-2807

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We harness the power of financials and business acumen to uncover profit and to clear the fog.

Copyright Primetrics 2020. All rights reserved.