Bennett Financials Employee Directory

Financial ServicesTennessee, United States2-10 Employees

Bennett Financials is a fractional CFO and tax planning firm built for one type of business — US-based service companies doing $1M–$20M in revenue that are growing but not as profitable as they should be.

We run every client through the same diagnostic system — the 60-15-15 framework. 60% gross margin, 15% sales and marketing, 15% G&A, 30% operating profit. Most service businesses are nowhere near these numbers. We find out why, fix the leaks, and build the financial infrastructure that makes scaling actually profitable.

To date we've delivered $105M+ in tax savings and manage $96.2M in client revenue across 26 active engagements. Every result came from the same system applied to real businesses with real problems.

We don't do compliance. We don't file and disappear. We install a financial operating system that drives margins, deploys proactive tax strategy, and builds businesses worth selling — or worth keeping.

If you run a service business doing $1M–$20M and want to know exactly where your numbers stand, the Scale-Ready Assessment is free.

bennettfinancials.com/the-scale-ready-assessment

Find Bennett Financials employees' phone numbers or email addresses

Bennett Financials Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Asia
2

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  • Philippines
    2

Oceania
1

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  • Australia
    1

Bennett Financials's Leadership

  • Stylized image of a person
    A. B.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    M. B.
    Chief Of Staff
    Phone icon
  • Stylized image of a person
    A. B.
    Founder
    Phone icon
  • Stylized image of a person
    A. H.
    Controller
    Phone icon
  • Stylized image of a person
    K. O.
    Director Of Team Success
    Phone icon
  • Stylized image of a person
    O. C.
    Account Manager
    Phone icon
  • Stylized image of a person
    B. M.
    Sales Development Representative
    Phone icon
  • Stylized image of a person
    T. R.
    Tax Strategist
    Phone icon

Bennett Financials Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Accounting
  • Community & Social Services
  • Media & Communications
  • Other

Contact profiles from Bennett Financials

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. B.
    Founder
    Phone icon
    United StatesTennessee
    Apr 20, 2026
  • Stylized image of a person
    A. B.
    Chief Executive Officer
    Phone icon
    United StatesTennessee
    Nov 05, 2024
  • Stylized image of a person
    M. B.
    Chief Of Staff
    Phone icon
    United StatesTennessee
    Apr 20, 2026
  • Stylized image of a person
    A. H.
    Controller
    Phone icon
    United StatesTennessee
    Apr 20, 2026
  • Stylized image of a person
    K. O.
    Director Of Team Success
    Phone icon
    United States
    Apr 20, 2026
  • Stylized image of a person
    O. C.
    Account Manager
    Phone icon
    United StatesTennessee
    Apr 20, 2026
  • Stylized image of a person
    B. M.
    Sales Development Representative
    Phone icon
    United StatesTennessee
    Apr 15, 2026
  • Stylized image of a person
    T. R.
    Tax Strategist
    Phone icon
    United StatesSouth Carolina
    Apr 20, 2026

Frequently Asked Questions

What is Bennett Financials known for?

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Bennett Financials was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 800 South Gay Street Suite 700 Knoxville, Tennessee United States. Explore Bennett Financials's company overview page for more information.

What is Bennett Financials's most common email format?

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Bennett Financials employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bennett Financials email formats with LeadIQ.

How many employees does Bennett Financials have currently?

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Bennett Financials has approximately 10 employees as of April 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Bennett Financials's key employees and leadership?

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As of April 2026, Bennett Financials's key employees include:

  • Chief Executive Officer: A. B.
  • Chief Of Staff: M. B.
  • Founder: A. B.
  • Controller: A. H.
  • Director Of Team Success: K. O.

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