Empowering businesses with a CFO to successfully scale and perform

CFO services

Entrepreneurs change the world. We serve entrepreneurs, small business owners, founders, and management teams that allows them to tap into the needed expertise of their trusted CFO and accounting partner to help scale their companies. Our CFO services are for startups, small and mid-sized companies and will give you all the strategic advice and knowledge you need, as and when you need it.

What does a CFO do?

A CFO is the custodian to providing you with the right information to make the right decision.

  • Understanding and mitigating risks
  • Meeting the needs of VCs and external funders
  • Ensuring strong financial models and reporting
  • Financial gap analysis
  • Cash flow planning and forecasting
  • Ongoing financial decision support
  • Maximizing profit and recurring dividends
  • Risk management and control environment
  • Strong financial models and reporting
  • Enhanced management reporting
  • Additional accounting capacity
  • Financial technology deployment

Who we help

  • CPA firms
  • Tech startups
  • Small business enterprises
  • Medium-sized businesses
  • Medical and healthcare practices
  • Franchises
  • Law firms

Tailored to meet your company’s exact needs. Managing cash flow, making strategic financial decisions, and navigating fundraising processes can be overwhelming. Partner with a CFO to gain high-level financial insights and expert guidance.

Factors determining your package

  • Company size
  • High-level vs hands-on CFO support needed
  • Company complexity
  • Scope of work
  • Company growth rate
  • Budget considerations

Set up a call with our team to find the perfect CFO Services package for your company's next chapter of scaling up.