About

Brett Slade, CPA

Partner and CFO Advisor, Essential CFO Services. Co-Founder and active CFO at Dizze. Former Eide Bailly. CPA licensed in Nevada.

CPA LicensedActive Startup CFOFormer Eide BaillyERC Compliance Specialist

Background

The Unusual Combination

Most fractional CFOs come from one world — either corporate finance or public accounting — and advise from that frame. Brett Slade has moved through both, plus the specific experience of building and running a startup as its operating CFO.

After getting CPA licensed in 2018, Brett joined Eide Bailly — one of the top 25 national CPA and advisory firms — where he built technical depth across audit, assurance, and financial advisory work.

He then co-founded ERC Pros, which gave him direct, high-volume experience with Employee Retention Credit filings and compliance. That experience isn't academic — it's exactly what allows him to help businesses navigate IRS scrutiny of ERC claims today.

Most importantly: Brett is currently serving as Co-Founder and CFO of Dizze, an early-stage CPG company. He is actively managing cash burn, inventory financing, investor relationships, and multi-channel revenue — not advising on it. That's the perspective he brings to every advisory engagement.

Why It Matters

What This Background Means for You

He's doing it right now.

Brett isn't drawing on years-old operating experience. He is currently the CFO of an early-stage company — managing the exact challenges his clients face. That's a fundamentally different kind of advisor.

Big-firm rigor, without the overhead.

Eide Bailly-trained means the technical standards are there. But clients aren't paying for a Big 4 partner's rate card or getting handed to junior staff. Brett does the work.

ERC expertise that actually matters.

Having directed a high-volume ERC compliance operation, Brett understands what the IRS is scrutinizing, which positions are defensible, and how to fix what went wrong.

CPA-credentialed across the stack.

Reviewed financial statements, tax strategy, audit support — these require a licensed CPA. Brett handles the full financial spectrum, not just the advisory layer.

Career

The Path

2018

CPA Licensed

Passed CPA exam and received licensure in Nevada.

2018–2021

Eide Bailly

Worked at Eide Bailly, a top 25 national CPA and advisory firm. Gained deep experience in audit, assurance, and financial advisory across multiple industries.

2021–2023

Co-Founded ERC Pros

Co-founded and directed ERC Pros, a high-volume Employee Retention Credit filing and compliance operation. Developed hands-on expertise in ERC qualification, documentation, and compliance — directly relevant to the IRS scrutiny businesses face today.

2023–Present

Co-Founder & CFO, Dizze

Serving as Co-Founder and active CFO of Dizze, an early-stage CPG/consumer product company. Managing cash burn, inventory financing, multi-channel revenue, and investor relationships in real time — not from the sidelines.

2023–Present

Essential CFO Services

Founded Essential CFO Services to bring CFO-level financial leadership to growing businesses that can't justify a full-time CFO. Bringing active operating experience — not just advisory theory — to every engagement.

CPA, Attorney, or Financial Advisor?

Brett works alongside existing advisors — not around them. If you have clients who need CFO-level financial leadership, let's talk about how we can work together.

Learn About the Partner Program

Low Pressure · No Sales Pitch

Not Sure If You Need a CFO? Let's Talk for 20 Minutes.

No commitment, no pitch. Just a clear conversation about where you are and whether there's a fit.