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Get a custom proposalLean Operations. Full Transparency. Maximum ROI.
Our Core Strategic Pillars:
- Fractional CFO Support & Capital Recovery: We move beyond basic reporting to act as true strategic partners. We specialize in debt restructuring, liquidity management, and long-term fiscal forecasting. For firms facing financial distress or the threat of foreclosure, we provide the essential "firewall" between assets and creditors through disciplined capital reallocation and zero-based budgeting.
- Forensic Auditing & Revenue Capture: Our audit process goes deeper than standard compliance. We specialize in identifying systemic leakage in complex regulatory environments. Whether it is reconciling multi-year tenant ledgers, capturing senior/disability rent exemptions (SCRIE/DRIE), or maximizing federal tax abatements, we ensure that every dollar of potential revenue is captured and reconciled.
- Operational Architecture & Cloud Migration: We architect the transition from "brick-and-mortar" central hubs to lean, cloud-based operational models. By moving the "Books to the Cloud" and "Operations to the Edge," we eliminate the fixed costs of physical headquarters. We implement Agentic AI to automate the AP/AR funnel, ensuring that vendors are paid faster and compliance is tracked in real-time, all while reducing human error and administrative labor costs.
- Financial Automation & Digital Transformation: We help legacy organizations modernize their financial stack. By replacing physical check-mailing and manual ledger research with automated digital workflows, we accelerate the "speed of money" within the firm. This transparency allows leadership to make better executive choices based on real-time data rather than 30-day-old reports.
We provide the financial oversight and operational "reset" required to navigate today’s fiscal volatility. Specializing in the intersection of Fractional CFO services, Internal Auditing, and Operational Restructuring, we help firms bridge the gap between strategic goals and ledger reality.
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Min project size
Undisclosed
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Hourly rate
$50 - $99 / hr
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Employees
2 - 9
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Year founded
Founded 2011
Service Lines
- Fractional CFO Services
- 40%
- Accounting
- 30%
No Focus Areas have been added yet…
Industries
- Financial services
- 80%
- Business services
- 20%
Clients
- Midmarket ($10M - $1B)
- 60%
- Enterprise (>$1B)
- 20%
- Small Business (<$10M)
- 20%
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Our Story
We are Zen Money LLC, a New York Strategic CFO firm blending macro‑economic insight with hands‑on accounting and ops. Our team pairs forecasting, AI‑enhanced controls and systems implementation (Buildertrend, Shopify, cloud accounting) to optimize cash flow, capital allocation and vendor workflows. We specialize in fractional CFO leadership, dynamic risk assessment and operationalizing finances so growing ventures scale with institutional rigor.
Meet the Team
Christine RoccasalvoOperational Architect & Fractional CFO
Operating since 2011, Christine Roccasalvo combines degrees in Accounting and Economics to architect operational resets. A veteran Fractional CFO, she specializes in capital recovery, forensic auditing, and transitioning firms to lean cloud models.
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