Bill Gage

bill gage


United States

Bio Summary

Bill Gage is the founder and CEO of Gage Advisory Services, an independent advisory and consulting firm that provides fractional CFO services to small business owners.  

If you would like your accounting team to provide you with clear, timely and useful financial reporting that helps you understand the key issues that affect your business, and which allow you to act on them so that you can achieve profitable growth, let’s talk.  I help business owners get the information they need when they need it so that they can make critical decisions with confidence.

Clients have included: 

A roofing company where Bill mentored the accounting manager to take over as controller, and delivered strategic advice on special projects including growth strategies, job costing and changes to commission programs;

Insurance services firms where Bill helped develop cash flow forecasting, budgeting and financial reporting.  Bill served ad interim Director of Finance for one global firm;

A global insurance firm that is launching a multinational accounts division.  Bill helped develop processes to manage multicurrency programs;

A start-up insurance company where Bill delivered financial modeling that was used for fund raising purposes;

The CFO at a complex, private equity backed company.   Bill helped the accounting team deliver quality financial statements on time, which resulted in a clean audit opinion and continuance of compliance certificates;

A global insurance firm where he led the team that finalized and recovered maximum value from discontinued reinsurance programs.  His constant was to focus on bettering the corporate finances by maximizing cash flow and improving the accounting practices.

In addition to his consulting business, Bill leads the South Bay (Los Angeles) chapter of the Financial Executives Networking Group.   



Employment History




September 2014 - present

Los Angeles, CA, USA

Serving clients that need process improvement, critical thinking and leadership in the accounting and finance areas. Clients include: Sole Safe, February 2023 - Present. Fractional CFO for a start-up Managing General Agency ...see more


Director of Finance and Operations


April 2016 - February 2017

Managed accounting, finance and operations of the US arm of GCube, with 23 employees and an annual premium turnover of $60 million annually.  Optimized the finance group into a cohesive team to manage accounts of $15 mill ...see more

Allianz Life

AVP, Operational Portfolio Management and Resolution

Allianz Life

July 1998 - August 2014

Allianz Group’s flagship company responsible for providing global P&C insurance solutions and specialty coverages to Fortune 500 clients, generating over $5 billion in premium a year. Allianz, with over $100 billion of ...see more