Our Services

Congruent Advisory Services supports businesses with customized solutions that solve corporate financial needs in the areas of Mergers & Acquisitions, IPO Readiness, Project Management of ERP Implementation, and Accounting and Financial Reporting.

Mergers and Acquisition Services for Buyers and Sellers

Congruent Advisory specializes in mergers and acquisitions advisory services, partnering with M&A buyers and sellers to expertly navigate the complexities of such crucial deals. Our customized services include comprehensive support for pre and post-acquisition phases, ensuring a seamless and successful integration for your business ventures. 

Initial Public Offering (IPO) Readiness

Our pre and post-IPO services ensure that companies are ready to go public and that the necessary financial processes and reporting procedures are in place after the initial filing.

Interim or Fractional CFO Services

We are here to help with your expanded accounting and financial reporting needs as you grow, whether it is interim or fractional CFO for support, or advanced caliber additional resources.

ERP Project Management & Consulting Services

We specialize in ERP project management, offering our expertise to assist you in selecting, building, and implementing an ERP strategy that ensures seamless scalability and the support you need now and in the future.

What Clients are Saying


Arthur G.

Owner, Waste Company, CO

We initially hired Congruent Advisory (Tejal) as an Interim CFO to help us strengthen our accounting processes and financial reporting function. Very early on we noted Tejal’s focus on understanding our business and putting into place processes that increased communication and collaboration between Operations and Accounting departments resulting in a more streamlined monthly close process. Tejal focused on building trust and capabilities in the accounting team. She helped the accounting team strengthen their analytical and communication skills helping inter-departmental cohesion and a more informed decision-making process. Tejal is an authentic and empowering leader focused on developing and strengthening the capabilities of the teams she works with. Tejal would be a great asset to any company as an interim CFO or to a company that wants to build a strong accounting and finance processes. Most certainly, she proved to be one of the best investments we have ever made!

Brenton S.

President Biotechnology Company, TX

Congruent Advisory (Tejal) worked as a fractional CFO for us for about 2 years. She focused on understanding our business needs of our maturing company and helped improve the quality of data and communication between finance and operations. Tejal provided actionable insight and support on various aspects of our company, such as ERP selection and implementation, audit facilitation, as well as documentation of technical accounting pronouncements and their implementation. Tejal helped guide us on our strategic choice of auditors, as we planned for continued growth of our company. Overall, she helped drive solutions as the company transitioned to a permanent CFO. I highly recommend Tejal. She would be a valuable asset to any company in a growth mode.