Advisory Service

Fractional CFO,
Exponential Growth.

You've outgrown basic bookkeeping. You need a financial architect to navigate funding rounds, manage burn rate, and build predictive financial models.

Speak to a CFO

Looking backward vs looking forward.

A bookkeeper tells you what happened last month. A CFO tells you what will happen next year, and how to change it.

  • Reacting to last month's numbers instead of predicting next month's.
  • Guessing if you have enough cash runway to hire.
  • Flying blind into investor meetings and board presentations.
  • Hoping your pricing model is actually profitable.

The Fractional Advantage

A full-time experienced CFO costs $200k-$300k+ per year. We provide the exact same level of strategic firepower at a fraction of the cost.

  • Dedicated Senior Financial Executive.
  • Monthly Strategy & Board Meetings.
  • Dynamic 3-Year Financial Models.
  • Cap Table Management & Scenario Planning.

A CFO needs clean data.

Our CFO advisory works best when paired with our institutional-grade Bookkeeping. Let us manage your entire financial stack from the ledger to the boardroom.

Frequently Asked Questions

Common questions about our CFO advisory.

What is a 'Fractional' CFO?

A fractional CFO is an experienced financial executive who works for your company on a part-time, retainer basis. You get high-level strategy without the $250k+ full-time salary overhead.

Will you attend our board meetings?

Absolutely. We routinely present financial packages to our clients' Board of Directors and investors, answering their questions directly.

Do you help with fundraising?

Yes. We build the financial models, help craft the pitch deck narrative, structure the data room, and can sit in on calls with VC or Private Equity firms to defend the model.