CFO Solutions
We provide strategic financial and tactical finance and accounting services to enhance your current team and support strategic initiatives.
strategic finance
We help you craft a clear financial story through financial modeling, cash flow forecasting, and fundraising preparation. Our CFO Solutions provide the foundation you need to move confidently into your next phase of growth.
01Financial ModelingOur financial models will help you identify gaps in your working capital. We can assist you in determining a mix of capital to meet the needs of your unique company and stage, and assist in modeling those opportunities so you have visibility.
02Cash Flow ForecastingCash is king, and mapping out your runway is key to understanding timing of your funding requirements. We can equip you with the tools you need to think through your weekly and monthly cash drivers.
03Investor & Board ReportingWe’ll prepare the reports you need to communicate to your key stakeholders, including grant, debt and equity funders.
Accrual Basis accounting
Get controller-level support that scales with your business. No need for a full-time accounting team or the steep costs that come with it.
01GAAP Accrual Basis AccountingWe use GAAP-based accrual accounting to properly match revenue and expenses, so your financials reflect what’s really happening in the business. That means clearer month-to-month performance and better decision making throughout the year.
02Payroll ProcessingWe partner with trusted vendors to provide payroll processing services to keep your team humming.
03Tax + Audit SupportWe can be the point person to interface with your auditors and your tax team to make sure you’re compliant.
Financial Planning + analysis
Clarity and insight into your financial forecasts to plan, scale, pivot and flex where needed so you can build for the future, with confidence.
01Financial ModelingWe build dynamic financial models and forecasts to help you understand the variables that drive your business performance.
02Financial AnalysisOur financial statement and data analysis turns raw numbers into clear insights about profitability, cash flow, and operational efficiency. We help you connect financial results to real business decisions, not just review reports.
03Reporting + Monthly InsightOur team supports board, investor, and stakeholder reporting needs, including grant requirements. We also provide reporting and monthly insights through KPI dashboards that give you visibility into how the business is performing.
Venture Funds
We believe that small funds create big impact. Focused on funds with less than $50M in assets under management and registered investment advisors with multiple special purpose investment vehicles, we’ll manage your back office just like a big fund, without the big price tag.
01Fund AccountingCalculating management fees and navigating various investor classes can be challenging. Our experienced team of professionals will manage all aspects of your fund accounting process, so you won’t miss a thing.
02Financial ReportingGenerating accurate quarterly financial reports can quickly become complex. Our team produces detailed financial reports and reporting dashboards quickly to keep you and your LPs informed.
03Audit, Tax + Valuation SupportWe can be the point person to interface with your outsourced service providers.
04Capital ActivitiesTracking capital calls and distributions can be a nightmare for any small fund. We can transform the process to streamline cashflows for you and your investors.
Frequently Asked
Got questions? We've got answers.
We will definitely help you get your books in order, but we keep your books on a GAAP accrual basis, not on a cash basis. We’re focused on both the income statement and the balance sheet so your financials are investor and audit ready.
We provide strategic financial leadership on a flexible basis, helping businesses with financial planning, cash flow management, forecasting, reporting, and decision support. Our team is your team without the cost of a full-time CFO.
Yes. We collaborate closely with bookkeepers, accountants, tax advisors, and internal teams to ensure alignment and efficiency.
Common reports include cash flow forecasts, budgets, KPI dashboards, profitability analysis, and scenario models.
Absolutely. Budgeting, forecasting, and scenario planning are core parts of CFO consulting. We also analyze cash drivers, optimize working capital, and implement strategies to improve predictability and liquidity.
Yes. We help build financial infrastructure, plan hiring, assess capital needs, and ensure growth is sustainable.