Built by people who know service businesses from the inside.

TheLexCFO was founded on a simple premise: growing service businesses deserve financial leadership that understands how they actually work — not generic advice retrofitted from other industries.

Most financial advisors treat an agency, consultancy, or professional practice like any other company. They miss the utilization dynamics, project economics, pricing leakage, and cash conversion realities that determine whether a service business is truly profitable. Our team brings direct, practitioner-level experience.

Who We Are

Partner — CFO Advisory

Andres Lopez

Andres leads client relationships and overall practice strategy. With over a decade of finance leadership inside professional and service firms — including as Finance Director at a regional firm — he brings the practitioner’s perspective that defines our approach. He built the advisory practice he wished had existed, having sat in the seat his clients now occupy.

Controllership & Accounting

Maria George

Maria brings precision to the financial foundation every service business depends on. With deep experience across boutique and mid-size firms, her expertise covers the full controllership function — from chart of accounts design and monthly close processes to system oversight and audit preparation. Firms she has worked with have cut their close cycle by an average of 40% within the first six months.

Tech Integration

Sam Adams

Sam bridges the gap between financial strategy and the systems that execute it. He has implemented and optimized practice management and financial platforms across firms of all sizes, specializing in billing and project platform configuration, financial data infrastructure, and eliminating the manual workarounds that quietly cost thousands of hours per year.