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Cross Financial Services is a small firm with a large amount of experience and expertise. Our staff is comprised of professionals with experience at large CPA firms as well as corporate CFO, controller and staff accounting positions.

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Cross Financial Services, LLC
10 Highland Avenue
Franklin IN 46131


Our consulting competency is focused on risk management. We consider risk management from an enterprise wide viewpoint and specialize in treasury and investment management, balance sheet structure and capital management. Our services range from being a fully outsourced risk management solution to review and validation of a client’s existing risk management function.

We also provide full strategic planning services and director education. We can help you identify and articulate your company vision, values and the competencies that will guide your employees. We work together with our clients to implement and carry out the plan rather than simply leaving behind a book for the client to put on a shelf.

Consulting services include:

  • Asset Liability Services (model and assumption review and back testing, workshops, modeling, etc.)
  • Strategic planning
  • Board training
  • CFO decision making/special projects (i.e. financing, expansion, product/services decisions, etc.)
  • Efficiency reviews and services

Over 15 years of Executive Level experience at your fingertips.

Contact us today to get started!