Comprehensive Financial Solutions for Business Growth

Fractional CFO Services

Get experienced CFO-level leadership without the full-time commitment. We serve as your outsourced financial leader, providing strategic oversight, board-ready reporting, and the insights you need to make confident decisions. Ideal for businesses $3-20M in revenue, venture-backed companies, and organizations preparing for growth or transition.

Financial Planning & Analysis

We build comprehensive financial models, forecast scenarios, and track KPIs that matter. You'll understand your unit economics, burn rate, and profitability drivers—giving you the clarity to allocate resources effectively and plan for sustainable growth.

Cash Flow Management & Forecasting

Cash flow issues kill more businesses than lack of profit. We create 13-week cash flow forecasts, identify potential shortfalls before they happen, and help you manage working capital efficiently. You'll always know your runway and can make decisions with confidence.

Strategic Financial Advisory

Beyond the numbers, we're your strategic partner. Pricing decisions, expansion planning, capital allocation, hiring—we help you evaluate the financial impact of major decisions before you commit. Think of us as your financial sounding board.

Fundraising & Investor Relations

Preparing to raise capital? We build the financial models, projections, and materials investors expect. We'll help you understand your valuation, structure your ask, and maintain ongoing investor reporting that builds confidence.

M&A Preparation & Due Diligence Support

Whether you're buying, selling, or being acquired, we prepare your financials for scrutiny. Clean books, normalized EBITDA calculations, quality of earnings analysis—we ensure you're ready for due diligence and positioned to maximize value.

Typical Investment: $5,000-$12,000/month, depending on complexity and engagement level.

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