Get executive-level financial expertise and strategic guidance to drive your business growth. Our CFO as a service model provides the insights and planning you need—without the full-time salary.
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Strategic financial leadership that drives measurable results—without the overhead of a full-time executive
Data-driven insights and strategic planning backed by deep understanding of your business to capture market opportunities and achieve your revenue targets.
Build credibility with investors and stakeholders through professional reporting, accurate financials, and compelling growth narratives.
Proactive identification and mitigation of financial risks, ensuring your business remains protected, compliant, and resilient.
Save $100k+ annually compared to hiring full-time while getting Fortune 500-level CFO expertise and strategic guidance.
Secure your next round of funding with expert guidance, investor-ready materials, and financial models that tell your story.
Work with a dedicated team that becomes part of your business, understanding your unique needs and providing the attention required for long-term success.
Strategic financial leadership for your business, delivered on a flexible, scalable basis
An outsourced CFO
provides strategic financial leadership to businesses on a part-time or project basis—perfect for startups and small businesses that need executive expertise without the full-time cost.
See how our virtual CFO services and CFO outsourcing services stack up against DIY financial management and hiring a full-time CFO
A thoughtful process designed to deeply understand and support your business
We take the time to deeply understand your business, challenges, and financial goals—building the foundation for a lasting partnership.
Our team thoroughly reviews your financial state, systems, and processes to understand what your business truly needs.
We develop a customized financial strategy and integration plan designed specifically for your business objectives.
Our team becomes an extension of yours—providing ongoing strategic guidance and the attention your business deserves.
Schedule a free 30-minute consultation with our CFO team. No credit card required, no commitment—just expert guidance to get you started.
We invest time learning your business model, market dynamics, and competitive landscape before crafting financial strategies.
From daily operations to board meetings—we're with you at every stage, providing consistent strategic guidance.
We build multi-year financial roadmaps aligned with your vision, not just quarterly reports.
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Our experienced CFOs bring decades of expertise across various industries to help your business thrive







Everything you need to know about our financial reporting services
Virtual CFO services provide the same strategic financial leadership as a full-time CFO but on a fractional basis. You get executive-level expertise without the $200K+ annual salary, benefits, and overhead. Our CFOs work with multiple clients, bringing diverse experience and best practices to your business while keeping costs manageable.
This depends on your specific needs. Typically, our CFO package includes 8-12 hours per month of dedicated time, including strategy sessions, financial reviews, and reporting. We can scale up or down based on your requirements, especially during critical periods like fundraising or budget planning.
Our CFOs have extensive experience across FinTech, SaaS, E-commerce, Cryptocurrency, Healthcare, and other high-growth industries. We match you with a CFO who has relevant experience in your sector and understands your unique challenges.
Absolutely. Our CFOs regularly assist with fundraising activities including financial modeling, pitch deck preparation, investor materials, due diligence support, and ongoing investor reporting. We've helped clients raise over $500M in total funding.
We offer flexible engagement models. While we recommend a minimum 3-month commitment to see meaningful results, we offer month-to-month contracts after that. You can scale services up or down as your needs change.
While our services work best when paired with solid bookkeeping and accounting, we can provide a full-stack solution if needed. Our Plug-in Finance Department package combines strategic CFO guidance with accounting, bookkeeping, and financial operations support for a complete solution.
Absolutely. Our services are designed to be accessible and scalable for businesses of all sizes. Many small businesses benefit from accessing senior-level financial expertise that would otherwise be out of reach. Whether you're a startup, small business, or scale-up, we adapt to your specific needs and budget.
For startups, we focus heavily on fundraising support, financial modeling for growth projections, and building scalable financial systems from the ground up. For established companies, we emphasize optimization, strategic planning, and preparing for major transitions like acquisitions or IPOs. Regardless of your stage, we ensure you get exactly the expertise you need.
Schedule a free 30-minute consultation with our CFO team. No credit card required, no commitment—just expert guidance to get you started.