Our Services
Fractional CFO Services
That Power Your Growth
Every business reaches a point where bookkeeping and accounting are no longer enough. You need senior-level financial leadership, but not the cost of a full-time CFO. That’s where our fractional CFO services come in. We provide the structure, strategy, and investor-ready financials that startups, small businesses, and venture-backed companies need to scale with confidence.
Strategic Guidance With Flexible Commitment
Our role as a fractional CFO is to act as your finance leader. We design budgets, establish KPIs, oversee cash flow, and translate financials into board-level insights. This gives you executive-level guidance without the long-term cost of a full-time CFO.
FRACTIONAL CFO LEADERSHIP
Reliable Reporting That Inspires Confidence
Clear, timely financials are the foundation of good decision-making. We prepare monthly statements, variance analysis, and KPI dashboards that give your leadership team and investors complete visibility into performance.
FINANCIAL REPORTING AND ANALYSIS
A strong model isn’t just a spreadsheet, it’s a story. Our startup financial modeling builds dynamic, driver-based forecasts that validate your assumptions, plan headcount and runway, and give investors confidence in your business plan.
Models That Attract Investors
& Guide Growth
FINANCIAL MODELING AND FORECASTING
Financials That Speak to Investors
Raising capital requires credibility. We refine your unit economics, prepare pitch deck numbers, and structure financials for your data room. Investors expect clarity; our work ensures you deliver it.
CAPITAL RAISING SUPPORT
Due diligence can stall or sink a deal if financials aren’t in order. We prepare organized documentation, reconcile variances, and identify gaps early so your company presents as disciplined and investor-ready.
Be Investor-Ready
Before the Questions Begin
DUE DILIGENCE PREPARATION
Fractional CFO Services for
Every Stage of Growth
Your financial needs evolve as your business grows. Our services are designed to meet you where you are—whether you’re a seed-stage startup, a scaling small business, or a venture-backed company preparing for an exit.
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Early-Stage & Beyond
Focus: Building strong foundations and investor readiness.
- Financial modeling and forecasts
- Long-range planning and budgeting
- Unit economics and revenue model design
- Fundraising preparation (pitch deck financials, investor materials)
- Investor presentations and board reporting starter packs -
Mid-Stage & Beyond
Focus: Scaling operations and managing complexity.
- Cash flow management and forecasting
- Quarterly reporting and variance analysis
- Sales compensation and hiring plan modeling
- Preparing for audits and due diligence
- Series A/B fundraising support (metrics, valuations, term sheets) -
Late-Stage & Exit
Focus: Maximizing value and preparing for strategic events.
- Advanced financial analytics and benchmarking
- International expansion modeling
- M&A preparation and support
- Strategic decision frameworks for boards and investors
- Series C fundraising and exit readiness
Build a Finance Function That Scales With You
Let’s map out the next 90 days and strengthen the financial foundation of your business. Book a consultation to see how our fractional CFO services can accelerate your growth.