Startup & small business cfo services

See how we might be able to help

Creative Business Capital and Business Financing

  • Acess to our private network of banks, lenders and equity partners
  • Ensure financing strategies support your long-term business objectives.
  • Business credit designed around your growth
  • Provide capital strategy services tailored to your company’s growth stage and goals.
  • Determine the appropriate amount of capital required at each stage of growth.
  • Guide you in securing financing options that best align with your company’s needs.
Our goal is to provide capital strategy services tailored to your company’s stage of growth, goals, and challenges. We will help you identify the right balance of debt and equity financing that aligns with your business needs and growth plans. Our experts will guide you through the process of securing financing in the most beneficial way for your company and help determine the optimal amount of capital needed at each stage of growth to achieve your objectives.

Selecting and Implementing Accounting and Sales Software

Selecting and implementing accounting and sales software is a critical step in streamlining business operations and improving efficiency. Choosing the right software ensures that financial records are accurately maintained and sales processes are optimized. When selecting software, consider features like scalability, ease of use, integration capabilities, and industry-specific functionality. Proper implementation, including employee training and system integration, is essential to ensure seamless operation and maximize the return on investment, ultimately enhancing both financial management and sales performance.
  • Focus on software that enhances both financial management and sales performance.
  • Provide employee training for smooth implementation and effective use..
  • Look for integration capabilities with existing systems to streamline operations.
  • Ensure ease of use for seamless adoption by your team.
  • Choose scalable software that grows with your business needs.

Cash Management

As a professional in the field of finance and business management, we understand the importance of having sufficient cash on-hand to sustain and expand your company. That's where our team of part-time CFO experts come in. With our cash management solutions, we can ensure that you always have the necessary funds to operate and grow your business with confidence and ease. By constantly monitoring and handling your finances, we guarantee that you stay on top of your day-to-day operating functions, such as payroll and vendor payments. This allows you to dedicate your time and energy towards driving your company towards success. Trust our experienced cash management experts to help secure a stable financial future for your business.
  • Gain financial clarity for better decision-making and sustainable growth.
  • Cash flow experts help manage payroll and vendor payments seamlessly.
  • Tailored cash flow strategies align with your business’s needs.
  • Optimize cash reserves to handle unexpected expenses effortlessly.
  • Part-time CFOs ensure you always have cash on hand for operations and growth.
Industry Specific Expertise

Reporting, Foreasting and Budgeting

  • Provide accurate and timely data to support informed business decisions.
  • Help you set and achieve performance targets based on reliable numbers.
  • Ensure you have the information needed to drive success and sustainability.
  • Track your company’s growth metrics for continuous improvement.
We understand the importance of accurate and timely information for making informed business decisions. Our expertise helps you leverage this data to set and achieve performance targets, providing you with detailed insights to track your business's progress and growth. We aim to empower you with the information needed to steer your company toward success and long-term sustainability.

Employeement Reviews

Hiring a fractional CFO can provide expert financial oversight to review employee performance metrics and revenue streams. A fractional CFO can analyze employee numbers, ensuring staffing levels align with business goals and identifying areas for cost efficiency. They also review revenue trends, helping you understand profitability and identify opportunities for growth. With their expertise, you can gain a clearer picture of your company’s financial health and make data-driven decisions to optimize workforce productivity and revenue generation.
  • Hiring and firing reviews
  • Reviews staffing levels to align with business goals and cost efficiency.
  • Provides insights on revenue trends for improved profitability and growth.
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  • Helps identify opportunities to optimize workforce productivity and performance.
  • Salary reviews

Metric/KPI Selection and Monitoring

Metric/KPI Selection & Monitoring empowers your business by identifying and tracking the most critical Key Performance Indicators (KPIs) that align with your strategic goals. This tailored approach provides the insights and data necessary to effectively measure performance, make informed decisions, and drive continuous improvement across all areas of your organization. With a focus on the KPIs that matter most, you can ensure your business is on track for sustained growth and success.
  • Focuses on KPIs aligned with the strategic goals of the business.
  • Provides valualble insights and data to measure performance effectively
  • Supports informed decision-making and continuous improvement across the organization.
  • Provides valuable insights and data to measure performance effectively.