At CFO Mindset
We work with forward-
thinking business
owners who are serious
about becoming
“Best in Class.”
thinking business
owners who are serious
about becoming
“Best in Class.”
Our mission is to help organizations maximize their value, increase profitability, and
build a long-term business strategy for continuous growth and financial security.
build a long-term business strategy for continuous growth and financial security.
Meet Our Founder:
Gerri DeRubeis
With over 10 years hands-on experience as a Chief Financial Officer (CFO), Gerri is a Certified Management Accountant (CMA) and a Certified Exit Planning Advisor (CEPA). She is dedicated to helping business owners optimize financial strategies, maximize value, and scale their businesses with confidence.
Specialized in building operations that enhance both profitability and sustainability, Gerri’s approach is rooted in strategic financial planning, risk management, and value acceleration—ensuring businesses are not only financially strong but also structured to thrive independently of their owners, providing a roadmap to long-term success.
