About Capital CFO+

Capital CFO+’s accomplished and experienced nonprofit advisors, bookkeep-ers, accountants, and Chief Financial Officers facilitate your growth and success. We offer personalized solutions to help you simplify and understand not only your finances, but your business as a whole. We exist to improve the health of your business and your bottom line.

OUR VISION FOR YOUR BUSINESS

Your business.
Your solution.
Our expertise.

We seek to take the burden and over-whelm of your financials and back-end business tasks off your plate; offering you a sense of relief and time to focus your attention on building your business.

We simplify financial plans and statements
Ensure timely and accurate financial reports
Improve administrative accountability, efficiency, and organization
Manage communications to ensure transparency

What Sets Us Apart

We are relationship-driven and focused on providing successful solutions for our clients. Transparency and efficiency are key values we hold true to in our work. We support, we lead and we provide. We work in your business, so that you can focus your attention on growing your business.

We reduce costs

Hiring and training full or part-time staff can be very expensive. Paying for an employee with benefits is costly. Many companies and nonprofits either do not need a full-time position OR need additional help that does not require an additional in-house employee. Working with Capital CFO+ lets you focus your human resources where you need them most.

We improve efficiency

When you have an expert working on a project, they will be faster, effective, and efficient. Working with Capital CFO+ gives owners and leaders an essential competitive advantage. By outsourcing activities that are routine, administrative, or require specialized skills, you can focus more on core functions and ensure that your company thrives and succeeds.

We level the playing field

Most small firms simply can’t afford to match the in-house support services that larger companies maintain. Capital CFO+ helps small firms act “big” by giving them access to the same economies of scale, efficiency, and expertise that large companies enjoy.

Meet Sabrina Houser, Owner of Capital CFO+

Sabrina Houser started Capital CFO+ in 2016. Having worked in the nonprofit arena for twenty years, Sabrina saw first-hand the need for accuracy, efficiency, and transparency regarding a company’s finances. She has the unique perspective of working as a CEO of a nonprofit and experience managing multiple funding sources and contracts. As the CEO, she oversaw all fiscal and fiduciary responsibilities for the organization. She provided direct leadership and oversight for the agency’s finance and accounting functions, including compliance with relevant government regulations. Sabrina believes that your financial health leads investors, customers, and clients to feel confident in a company’s stability and potential for growth. You can contact Sabrina at sabrina@capitalcfollc.com.

My Why…

“I started Capital CFO+ because I saw a need for mid-sized businesses and nonprofits to outsource their bookkeeping and CFO work. Companies that do not need full-time employees or a department often feel they have no other option than to do it themselves. And I saw that they were holding their breath, hoping it would all work out. When I meet with clients, there is this feeling of finally exhaling and realizing that they have options, they do have control, and they can get back to their roles and find their hum again. Getting to be a part of your company’s fabric brings me joy and pride. Capital CFO+ is here to simplify your finances and help you put your financial pieces together.”

My Reason…

“I was born and raised in this area and spent ten years living in Rochester. I never thought I would move back home, but living in Saratoga Springs has made me realize what an amazing place we get to live in. My family and I wake up in an area where most come to vacation. Our little town comes to life in the summer but stays alive all year round.

I wanted to start a company that would help me get back to feeling connected with who I am and what is important to me. I work very hard at balance in my life, and although we all define that differently, it is about getting to spend time making memories with my family. I love to write and take advantage of the adventures of our town. My husband and I have two children, who are the best people I know, and a little dog that owns our heart. We adore our town, and we rally around our community. We feel fortunate to have found our home and our reason.”

Meet Our Team

BRANCH MANAGER

Pearl Rose

FULL PROFILE

DIRECTOR OF EDUCATION AND EMPLOYMENT

Liz Chipman

liz@capitalcfollc.com
FULL PROFILE

DIRECTOR OF ACCOUNTING

Holly Urban

holly@capitalcfollc.com
FULL PROFILE

DIRECTOR OF ACCOUNTING

Heather Reynicke

heather@capitalcfollc.com
FULL PROFILE

DIRECTOR OF NONPROFIT SERVICES

Katie Stair

katie@capitalcfollc.com
FULL PROFILE

EXECUTIVE AND MARKETING ASSISTANT

Margaret Conway

maggie@capitalcfollc.com
FULL PROFILE

BOOKKEEPING ACCOUNT MANAGER

Nicole Kroosz

nicole@capitalcfollc.com
FULL PROFILE

BOOKKEEPING ACCOUNT MANAGER

Danielle Rollins

danielle@capitalcfollc.com
FULL PROFILE

CFO

Svetlana (Lana) Albanese

lana@capitalcfollc.com
FULL PROFILE

CFO

Gilles Lauzon

FULL PROFILE

CFO

Bob Garrett

FULL PROFILE

BOOKKEEPER

Brittany Creel

brittany@capitalcfollc.com
FULL PROFILE

BOOKKEEPER

Eve White

eve@capitalcfollc.com
FULL PROFILE

BOOKKEEPER

Victoria Ritter

victoria@capitalcfollc.com
FULL PROFILE

BOOKKEEPER

Nicole Tremblay

cole@capitalcfollc.com
FULL PROFILE

BOOKKEEPER

Patrick OKeeffe

patrick@capitalcfollc.com
FULL PROFILE

BOOKKEEPER

Tracey Anthony

tracey@capitalcfollc.com
FULL PROFILE

BOOKKEEPER

Jaishree Bhanchand

jaishree@capitalcfollc.com
FULL PROFILE

BOOKKEEPER

Amy Terry

FULL PROFILE

ACCOUNTS ASSISTANT

Andrew Watson

drew@capitalcfollc.com
FULL PROFILE

INTERN

Meghan Urban

FULL PROFILE

Our Mission

We are here to be your business partner. From simplifying your finances, to priori-tizing your back-end needs, we listen to your objectives and work to put the pieces of your business together to form a solid foundation and a brand built for success.

  • Explaining your financials so they are straightforward and easy to understand.
  • Being transparent with our work and allowing you to be, too.
  • Being accurate and exact with our reporting and recordkeeping.