The Fractional CFO Firm to Early Stage Pioneers
Is Till right for your company?
Choosing a fractional finance resource for your business is an important decision. The below should help determine if we’re the right partner for you.
General Client Profile:
Well Capitalized and/or Revenue Generating
Product market fit has been established and company is generating meaningful revenues, and/or company has Venture Capital or Private Equity backing. Companies we work with have typically reached $3M+ in annual revenues, although we do help companies quickly approaching that threshold.
Vision for Growth and Optimize for Exit
Leadership team has a clear vision to take their company to a certain size, revenue mark, number of geographical markets, product assortment, exit outcome, etc. They are never satisfied with the status quo and are continuously pushing to unlock the next level of growth.
Recognize Importance of Finance’s Role
An efficient and effective finance function can make or break a company’s chances at long-term success, staying power, and exit opportunities. The leadership team recognizes this and is excited to roll up their sleeves and dig in deep with our team to reach their business goals.
We partner with leadership teams who are committed to scaling and are seeking top-tier financial expertise to fuel their growth.
Our services are best suited for:
Deep Industry Focus
We mostly work with companies in the following industries: FinTech, Financial Services, Non-Profit Organizations, Professional Services Firms (legal, agencies, consulting etc.), and SaaS / AI companies.
(However, we do work with a handful of companies outside these industries. Get in touch today to explore how we can support!)
Growth-Oriented Businesses
Companies with ambitious growth goals, such as scaling operations, expanding into new markets, launching new product lines or preparing for a major financing event or exit.
We position our client's finance functions as actionable value-drivers for their businesses (not cost centers).
Revenue Stage
Pre-revenue startups (have likely raised a Seed round) with ample capital and a focus on product development and early GTM strategy.
Early-stage companies generating revenues but needing more sophisticated financial structure and strategy.
Companies preparing for Series A, B, or later-stage funding rounds, exit, or mature companies doing $5M+ in annual revenue.
Complex Financial Needs
Businesses that require more than basic bookkeeping or accounting for tax purposes. We go way beyond the basics to deliver a full suite of bespoke financial services.
From custom financial models, tailored advisory and more, we've got the chops to guide you through any business scenario.
You should partner with us if...
We are the right partner for your business if you are facing one or more of the following challenges:
- Navigating Growth or Expansion:
Your business is scaling, and you need expert guidance on cash flow, financial forecasting, and managing expenses to fuel growth. - Preparing for Fundraising:
You are getting ready for your next funding round and need to develop a solid financial plan, including investor-ready reports, valuations, and financial forecasts. - Managing Complexity:
Your company has outgrown basic accounting services and now requires a strategic CFO partner to help navigate complex financial challenges such as compliance, taxation, and financial restructuring. - Optimizing Cash Flow:
You’re looking to optimize cash flow management to ensure liquidity while investing in growth or managing operational expenses. - Maximizing Profitability:
Your business is generating revenue, but you need a financial partner to identify inefficiencies, improve margins, and drive profitability. - Planning for an Exit or M&A:
You are considering selling, merging, or acquiring other companies, and need expert M&A advisory and financial planning.
We may not be the right fit if...
While we work with a wide range of businesses, our services are not always suitable for:
- Early-Stage Startups Without Funding:
If your company is pre-revenue and not yet focused on securing funding or scaling, you may not need our full suite of technical accounting and CFO services at this time. - Businesses Looking for Only Basic Bookkeeping:
Our expertise goes way beyond bookkeeping services. If you're only looking for someone to manage day-to-day bookkeeping and closing the books out each month, we may not be the best fit, and can recommend you to firms that specialize in this work. While bookkeeping is part of our core service offering, it is a small fraction of the work we do on behalf of our clients. - Small Businesses Without Growth Aspirations:
We specialize in companies with growth potential. If you're satisfied with maintaining your current size and operations, you may not require the strategic financial services we offer.
What You Can Expect From Us
Personalized Attention
We provide a high-touch, tailored approach to financial management. Our team becomes an extension of your business, ensuring you have the financial data and guidance you need at every step.
Scalable Solutions
Whether you’re preparing for rapid growth or managing a complex financial challenge or transaction scenario, our solutions are designed to grow with your business.
Experienced CFOs
Our CFOs bring decades of experience across industries and have a deep understanding of the challenges faced by growing companies.
Data-Driven Financial Strategies
We provide data-driven insights that help you make informed financial decisions, improve profitability, and scale efficiently.
