CFO Services
Strategic CFO services at a fraction of the cost.
When do I need a CFO for my business?
You’ve built a business you are really proud of, and you are now thinking of what’s next. Whether you are doing your first venture financing, managing a merger and acquisition, or need someone you can trust to bounce ideas off of – When such high level needs come up, that’s where you need somebody with the financial ability and expertise of a CFO. Our CFO experience spans a time of 20+ years helping keep companies at the top of their game. We’re on-demand and available whenever you are.
Helping growing companies with our CFO services is how we can really impact your business, and therefore you can trust that you are making the best financial decision for your team and future.
Ready to hire a CFO?
Here’s what our on-demand CFO services can do for you.
Budget planning
Detailed budget-to-actual analysis backed by industry experts so that you can meet your short and long-term financial goals. All with a budget that suits your needs.
Financial reporting
Transform data into strategy with reliable monthly financial reporting. You’ll have custom reports on unit economics, break-even points and profitability.
Financial projections
Financial forecasting and modeling to make profit-building choices in any market. Without sifting through piles of data, you’ll have the insight to make better business decisions.
KPIS
Do you know your hiring ratios and staff utilization rates? We pinpoint and monitor your KPIs and growth drivers to keep you on target.
Cash flow management
Feel confident about your cash flow, cash runway and cash burn rate in any market. Our proactive team will help optimize your cash flow
Audits/Taxes
We coordinate external audit and tax work with your CPA firm as needed. Need GAAP-compliance? We work with the Wisewel team to get you the advice you need.
Why do you need a fractional CFO?
Take the guesswork out of budgeting.
Why do you need a fractional CFO?
Take the guesswork out of budgeting.
Key assumptions
Using multiple scenarios based on current market trends we build a budget using top-down goals from relevant tactical managers.
Cash flow forecasting
Beginning with your cash flow statement, then working backwards through your balance sheet and P&L, we calculate your cash runway and burn rate.
Growth drivers
Budget-to-actual reporting
To improve business operations, and get more accurate forecasts we regularly perform budget variance analysis to dig into revenue to determine why you might be off.
Track the right metrics to scale profitably.
Use data more effectively
Not all KPIs are created equal. Avoid vanity metrics and have us pinpoint and track the right KPIs for your stage of growth .
Set targets to scale
We assign KPIs to various budget line items so you can concentrate on strategic costs and investments. Plus, your staff will see a direct link to how their work affects the bottom line.
360° financial insight
Financial projections for different scenarios made on reliable assumptions of revenue and expenses.
Track the right metrics to scale profitably.
Outsourced CFO services
Get the financial reports you need, when you need them.
Outsourced CFO services
Get the financial reports you need, when you need them.
Get the whole picture
Every month review your balance sheet, income statement and cash flow statement using the 3-pronged approach.
Know your hiring ratios
By tracking your profits and costs, you can know exactly when the right time is to scale.
Accurate reports, on time
Your investor reports are reliable and on time with KPIs and objectives clearly defined.