• Comprehensive financial modeling

• Fundraising or investment readiness

• Cash flow optimization

• Scenario planning & risk analysis

• Collaboration with your leadership team

• Full financial strategy ownership

• Board and investor reporting

• M&A strategy & due diligence

• Strategic partnerships and negotiations

• Long-term financial roadmap

Tier 1

Essential CFO

• Financial review & analysis

• KPI development & monitoring

• Budgeting & forecasting

• Strategic planning sessions

Best for early-stage, lean teams needing baseline strategic oversight

Best for established companies or complex needs

For organizations that need short-term, high-impact CFO expertise, we offer custom support:

• Fundraising readiness (financial models, investor reporting packages)

• M&A due diligence and integration planning

• Restructuring & turnaround consulting

• Exit strategy development

• ERP/financial system implementation oversight

Need Bookkeeping, Tax Preparation or Tax Planning support?

We have strategic partners we work with to provide the technical expertise necessary to meet all the needs of your business.

Tier 2

Growth CFO

Best for early-stage/small businesses or businesses looking to scale

Tier 3

Strategic CFO

Custom Engagement