our CFO track record
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Focused CFO expertise so you can drive growth with confidence
How It Works
Our CFO services
Your outsourced CFO becomes a strategic partner, driving growth at every stage of your business.
stage 1: Onboarding
Financial and Operational Model Development
Your CFO will begin by building a custom financial model to gain a deep understanding of your business – laying the groundwork for a strategic and effective monthly partnership.
Customized model includes:
- Profit & Loss, Balance Sheet, and Cash Flow Statements
- Budget vs Actuals
- Industry-Specific KPI Dashboard
- Headcount & Compensation Plan
- Scenario Planning (Base, Bull, Bear Case)
stage 2: steady state
Ongoing Monthly Support
Your CFO will work closely with you throughout the ongoing monthly partnership. The specific projects and deliverables included at each engagement level are outlined here.
Customized model includes:
- Monthly meeting to review the company’s financial health & strategic insights
- Monthly update of the financial model with actuals
- Monthly Budget vs Actuals analysis
- Ad-hoc scenario planning to understand the impact of business decisions
- Everything from the Basic Engagement
- Bi-weekly meeting to review the company’s financial health & strategic insights
- Customized strategy & operations projects specific to your company’s needs
- Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story
- Everything from the Essential Engagement
- Weekly meeting to review the company’s financial health & strategic insights
- In-depth strategy & operations projects
- In-depth investor & board reporting support
- In-depth fundraising & M&A support
Starting at $1,100 /mo
For a detailed look at pricing, visit our pricing page.
Industry Expertise
Seasoned CFOs with Proven Experience
Whether you’re launching a new venture or running an established business, our team brings the experience and insight to support your unique needs.
- Technology
- Professional Services
- Financial Services
- Consumer Goods & Retail
- Healthcare
- Pre-Seed
- Seed
- Series A
- Series B+
- Owner-operated firms
- Self-funded businesses
