
Chief Financial Officer Services
Do you have a clear picture of real-time cash flow, profitability, and financial health?
Can you build a strong finance function without the cost and complexity of hiring a full-time CFO too early?
Founders struggle with making strategic decisions due to unclear financial data, lack of forward-looking models, and uncertainty around revenue recognition, cash flow, and financial health. Decisions made too late can have seriously negative consequences on the health and livelihood of a business.
The fractional CFO leverages his or her deep experience to bring stability and increase visibility to the finance and accounting function.
A CFO builds robust financial forecasting models, implements scenario planning, and ensures accurate revenue recognition. This allows the founder and CEO to confidently make data-driven decisions on hiring, product development, and market expansion. With a structured finance function, the founder can lead with clarity, knowing the business is on solid financial footing.

Are you concerned that investors don’t know your company’s story?
Can the business be scaled without automating financial controls?
The CFO ensures clean, investor-ready financial statements, implements GAAP-compliant accounting, and provides strategic financial storytelling to position the company attractively to investors.
A CFO plays a pivotal role here, establishing processes like the 13-week cash forecast to offer a reliable view of near-term cash flow. This focused, agile approach allows the CFO to spot trends and adjust quickly to unexpected changes, and instills confidence in their ability to handle complex financial situations.
The outsourced CFO provides financial clarity, strategic foresight, and operational efficiency, empowering the founder to focus on scaling the business with confidence.
Explore Our Services
Financial Modeling
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Develop and maintain financial models to forecast future financial outcomes and support strategic decision-making.
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Integrate historical data, assumptions, and financial variables to guide executive management in planning, investment, and risk management decisions.
Budgeting and Forecasting
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Develop robust budgets and forecasting tools that help outline expected revenues, expenses, and cash flows.
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Analyze historical financial data and market trends to make informed projections.
Cash Flow Forecasting and Management
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Utilize 13-week cash forecasts to manage short-term liquidity and determine cash runway.
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Manage cash inflows and outflows, maintain cash budget goals, and communicate forecast results to stakeholders.
Internal and External Reporting
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Provide detailed, relevant financial and operational information to management.
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Ensure robust, compliant reporting processes for informed decision-making and investor confidence.
Financial Controls and Compliance
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Create structured month-end close procedures to ensure consistency and reliability.
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Strengthen internal controls to reduce fraud risk and financial misstatements.