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Financial planning and strategic oversight

Strategic Financial Leadership with CFO Services

Optimize your business, uncover growth opportunities, and build stakeholder confidence with guidance from experienced CFO professionals.

Our CFO Services
Your dedicated CFO will act as a strategic partner and growth catalyst, guiding your business through every stage of development.

Stage 1

Build a Robust Financial & Operating Model
Your CFO will begin by designing a detailed financial model to gain a clear understanding of your business and set the groundwork for ongoing strategic guidance.

Your Customized Model May Include

  • Profit & Loss, Balance Sheet, and Cash Flow Statements

  • Budget vs. Actuals Analysis

  • Industry-Specific KPI Dashboard

  • Headcount & Compensation Planning

  • Scenario Planning (Base, Bull, Bear Cases)

Stage 2

Ongoing Monthly Partnership
Your CFO will work alongside you each month, delivering strategic insights and handling key financial projects. Specific deliverables and focus areas depend on your engagement level.

Basic:

  • Ongoing Financial Oversight

  • Monthly meetings to review financial health and discuss strategic insights

  • Monthly updates to the financial model with actual results

  • Monthly Budget vs. Actuals analysis

  • On-demand scenario planning to evaluate the impact of key business decisions

Essential:

  • Expanded Support Beyond the Basics

  • Bi-weekly meetings to review financial health and share strategic insights

  • Tailored strategy and operations projects aligned with your company’s goals

  • Example projects: cash management and runway optimization, investor and board reporting, headcount and compensation planning, advanced scenario planning, strategic growth planning, monetization and pricing strategies, fundraising guidance, and equity story development

Custom:

  • Advanced Strategic Partnership

  • Everything included in the Essential Engagement

  • Weekly meetings to review financial health and provide strategic insights

  • In-depth strategy and operations projects tailored to your business

  • Comprehensive investor and board reporting support

  • Expert guidance for fundraising and M&A initiatives

All services

Expert CFO Guidance to Drive Your Growth

Partner with a Top-Tier CFO Team

Work with CFOs who bring experience from leading investment banks, private equity and venture capital firms, and top consultancies — ensuring you’re matched with an expert who understands your business and the support you need.

Get a Financial Model You Can Trust

Gain reliable forecasts and collaborate on strategic planning with a team experienced across hundreds of companies like yours. We’ll model different scenarios and guide decisions that keep your business on the right track.

Manage Expenses & Scale Effectively

Optimize cash flow and spending with clear financial insights. We’ll implement cash management strategies and give you a transparent view of your expenses to help you grow efficiently and sustainably.

Attract Investor Interest

Strengthen your pitch and increase your valuation with the guidance of an experienced CFO. From personalized financial models to choosing the right funding strategy, we’ll help you navigate fundraising or M&A with confidence.

Your Books, Our Expertise

Bookkeeping for startups and small businesses, done right.
Our team has deep experience helping companies like yours stay compliant and grow smarter.

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