CFO Services for Startups

Clear financial strategy & storytelling designed to help you grow.

Scale & win your next round with a fractional, enterprise-level financial partner. From monthly reporting to narrative charts you can drop into your next deck, we offer everything you need to succeed while still staying lean.

Stress-free finance management so you can focus on what matters most.

Securing Funding

Get back to selling the vision. We’ll give you the financial strategy and storytelling you need to attract and secure cashflow.

Managing Your Team

Spend less time bookkeeping and more time team building. You’ll have the financial clarity you need to grow your operations with confidence. 

Generating Sales

We’ll handle your back office so you can focus on revenue-generating tasks. Plus, you’ll have the insight you need to plan for profitability. 

Building Your Product

We’re here to free up your time and bandwidth while you get product-market fit and build a product that customers love.

Stay lean with enterprise-level financial strategy and expertise without the massive cost of an in-house resource.

Bookkeeping Services

Books that are clean, accurate and up to date

No more fumbling with receipts. We’re here to give you your time back. Our retainer package includes catch up and ongoing bookkeeping services integrated with Quickbooks Online with month-end close, according to GAAP standards. 

Reports & Investor Relations

Financial reporting that makes sense

Whether you’re fundraising or decision making, you’ll get a central dashboard with reports that allow you to make well-informed decisions and tell a clear story to investors and stakeholders.

strategic analysis & planning

Forward-focused financial planning

While accounting looks at where your numbers are and where they’ve been, CFO services give you a trusted financial advisor to help you look forward and optimize your financial operations for growth.

Clear and inclusive pricing

Our retainer package is inclusive and straightforward to get you the support you need without the surprise fees.

Here’s what’s included:

Get Started

Let's secure your company's financial future.

Click below to start your application and book your consult call. 


Got questions?

What is a Fractional CFO and how can my startup benefit from this service?

A Fractional CFO is a part-time executive who provides high-level financial strategy and guidance. By hiring a Fractional CFO, startups can get the financial leadership and expertise they need to grow without the salary costs of a full-time CFO.

Our services include financial forecasting, strategic planning, cash flow management, fundraising support, business valuation, financial analysis, and more, packaged according to your needs. The retainer package includes tax efficiency planning & filing for a reliable flat rate. One-off reporting packages are also available for events such as fundraising and stakeholder relations.

As of July 2023, the average CFO is $430,616, which is huge if you need to operate lean. Startups often don’t have the resources for a full-time CFO but still need strategic financial guidance. Fractional CFO services provide this expertise at a fraction of the cost, allowing leaders to get more cost-efficient financial support as they grow.

We serve a broad range of industries within tech, including SaaS, fintech, edtech, health tech, and more. Our team has experience in diverse sectors at an enterprise-level, enabling us to provide tailored financial advice.

We provide financial strategies that help manage your resources effectively, identify new opportunities, mitigate risks, and facilitate sustainable growth. Our aim is to help you navigate financial complexities as you scale.

Click here to apply and book your consultation call, where we will further discuss your needs and you can see if we’re a good fit. The consultation fee is $150.

If you have any further questions, click here to apply and book your consultation call or contact us here.

Start today and reclaim your focus.

Click below to start your application and book your consult call.