Our Solutions
How we work — and why it matters
We are convinced that every business / small or large should have an experienced CFO caring about the business. The cost of not making advised decision when it comes to finances, corporate governance can largely overcome the cost of a fractional CFO.
360 degree coverage of your finance finance function
From your strategic goals to the implementation of the financial strategy and performance tracking we help you address all the aspect of finance required to the success of your company.
Shareholder's goals
Strategic Finance
Performance management
Budget and Financial Planning
Bookeeping, Treasury and Compliance
Solving Your Most Critical Financial Challenges
As a founder, you face complex financial questions every day. We provide the leadership and expertise to answer them. Our CFOs are equipped to handle the full spectrum of challenges your business will encounter on its growth journey.
Strategic Finance
1. Fundraising Strategy & Execution (Seed, Series A, B, etc.)
2. Company Valuation Analysis
3. Mergers & Acquisitions (M&A) Evaluation and Due Diligence
4. Capital Structure Planning (Debt vs. Equity)
5. Investor Relations and Communications
6. Board Meeting Preparation and Financial Reporting
7. Capital Allocation for Growth Initiatives
8. Cap Table Management and Shareholder Agreements
9. Initial Public Offering (IPO) Readiness Assessment
10. Strategic Partnership and Joint Venture Financial Analysis
11. Dividend Policy and Strategy
Performance Management
12. Key Performance Indicator (KPI) & OKR Development
13. Management Dashboard Creation and Automation
14. Unit Economics Analysis (LTV, CAC, Payback Period)
15. Pricing Strategy and Margin Analysis
16. Profitability Analysis by Product, Service, or Customer
17. Sales Team Performance & Commission Plan Modeling
18. Churn and Customer Retention Financial Impact
19. Gross Margin and COGS Optimization
20. Cost-Benefit Analysis for New Projects
21. Competitive Financial Benchmarking
22. Return on Investment (ROI) Calculation for Marketing Spend
Budget and Financial Planning
23. Annual Operating Plan (AOP) and Budget Creation
24. Rolling Financial Forecasts (12-24 months)
25. Long-Range Financial Modeling (3-5 years)
26. Cash Flow Forecasting and Management
27. Scenario Planning & Sensitivity Analysis (Best/Worst Case)
28. Departmental and Headcount Budgeting
29. Working Capital Optimization Strategies
30. Financial Modeling for New Market or Product Entry
31. Budget vs. Actual (BvA) Variance Analysis and Reporting
32. Contingency Planning for Economic Downturns
33. Resource Allocation Between Departments
Bookkeeping, Treasury and Compliance
34. Financial Statement Preparation (P&L, Balance Sheet, Cash Flow)
35. Month-End and Year-End Close Process Management
36. Audit Preparation and Liaison with Auditors
37. Implementation of Internal Controls and Financial Processes
38. Treasury and Cash Management (including banking relationships)
39. Corporate Tax Planning and Compliance (Local & International)
40. Payroll and Benefits Administration Oversight
41. Stock Option (ESOP) Administration
42. Insurance and Corporate Risk Management
43. Foreign Exchange (FX) Risk Management
44. Software and Systems Selection (ERP, Accounting Software)
45. Government Grant and R&D Tax Credit Applications
46. Transfer Pricing Policies for International Operations
47. Vendor Contract Review and Negotiation
Our Process
Start with confidence
We’ve eliminated the risk by building a team of proven, full-time CFOs—leaders who have guided fast-growing organizations from $0 to $100M in revenue and operating in over 70 countries or states. Our unique approach accelerates onboarding and allows you to secure world-class financial leadership at a fraction of the cost—without the long-term commitment.
Ready to begin? The journey starts with a free 30-minute consultation to assess your needs.
Book your free 30-min consultation
We’ll talk through your goals, challenges, and current setup.
Get a recommendation
We'll define your top 3 finance priorities & share a custom recommendation for the right CFO and service.
Select an offer
You are free to select the offer that suits your needs best
Get started fast
We'll select the best CFO for you and get to work within days