Fractional CFO
Financials Deep Dive
We will give you a deep understanding of every aspect of your business, and where every dollar is going.
Finance Function Set-Up
For companies that have limited to no finance infrastructure, we work with your leadership to establish Accounting, FP&A, Accounts Payable, Accounts Receivable, Treasury and Tax processes that meet you where you're at.
Budgeting & Forecasting
To achieve profitability goals, we set department-level budgets and hold teams accountable through a monthly governance process that includes forecast vs. actuals review sessions.
Accounting Team Oversight
We serve as a strategic finance liaison between your leadership team and accounting resources to ensure you're able to translate your ideas and goals into financial success.
Financial Models
We'll help you create a user-friendly financial model that can help you understand how much funding you need and will also communicate to your investors the potential of your business
Investor Relations
Everything from building your pitch deck from scratch, to reviewing term sheets. We can also help with monthly investor reporting and quarterly board decks.