Our Services

Fractional CFO
& CFO Coaching

Need the strategic guidance of a CFO? Work with one of our fractional CFOs to help build your business. You get all of the experience that our CFOs have building and managing startup companies, raising capital, and supporting a company through M&A for a fraction of the cost of hiring a full-time CFO.

A strategic partner
for your growth journey

When you work with one of our CFOs, you get a strategic partner who has real world experience as a CFO in a growing company. We have raised capital and sold businesses. We know what it takes to be successful and pitfalls to avoid along your growth journey. We can help provide you with the information and insight required to refine your strategy and manage a pivot when necessary.

Our team has done everything from structuring team compensation (including equity) and negotiating contracts (vendor, customer, investor, M&A) to creating financial models, raising capital and selling businesses.

Make data driven decisions
for your startup

As you grow, receiving accurate financial statements on their own is not enough. You need to be able to analyze your financial data to better understand business trends. Our team can leverage our years of experience to work with you to create a financial dashboard for your business to identify and track the key performance indicators that matter most to your Company. We will also be able to advise you on strategies to optimize these important business metrics.

Flexible, on-demand
CFO coaching

If you need a lighter touch but really value the strategic thinking a CFO brings to the table, we can also provide CFO strategy/coaching services to help support you or your team through your growth journey. We can also provide CFO mentoring services to your existing finance team to ensure they have the support they need in their career progression. We will be there to support you and your team in the journey with whatever your growing business needs, including assisting you through various capital raises (debt, grant, and equity) and your eventual sale.

Startups that Have Used our Fractional CFO Services

Leverage our team’s extensive expertise to provide financial oversight for your business