We understand the CFO role is expansive. We are here to support you with specific requests from founding and executive teams, investors, and other stakeholders. We can help with applications for financing and are comfortable managing key relationships with banks, investors, auditors, tax teams, and more.
We know fundraising can be both daunting and a challenge. Let us support your efforts. We’ll help gather the data and materials you need to justify your case to assemble funds.
When it’s time to report to the board, we’ll ensure you’re prepared with the data and reports you need.
We’ll help you manage relationships with your key vendors like lawyers, auditors, and tax accountants so that you can focus on the bigger picture.
Our team of experts are pros at running management meetings. Let us know how we can help you run yours most efficiently.
We can help oversee your IT, HR, accounting and finance, and legal departments so that you can focus your efforts where they’re needed.
We’ll assist with establishing department budgets, hiring plans, variable compensation plans, and more.
Having a fractional CFO is a great option for smaller companies and young start-ups. If you aren’t ready for a full-time CFO, or are unsure and just don’t have one yet, let us assist you in the interim. If you already know you don’t need an in-house CFO, we’re ready to assist. We can always help reassess and advise as your needs shift and you continue to grow. We’ll feel like an extension of your team at a fraction of the cost of a full time CFO.
We aim to be as transparent as possible with our pricing. See which model works best for you here.
In addition to the various services outlined previously, above all else, a virtual CFO is a thought partner to the CEO and other key stakeholders.