• CPA & bookkeeping support
  • QuickBooks setup and cleanup
  • Monthly reporting
  • Tax planning
  • CFO advisory
  • Virtual and local support

Serving

  • Small businesses
  • Nonprofits
  • Real estate investors
  • Restaurants
  • Contractors
  • Healthcare practices
  • Eco & green businesses

Startup CFO Services

A startup CFO supports founders through fundraising, runway management, KPI reporting, board updates, and growth modeling — bringing finance discipline without the cost of a full-time hire.

What's Included

  • Financial modeling (3-statement, SaaS metrics)
  • Cash runway and burn analysis
  • Fundraising and investor decks
  • Board reporting
  • KPI dashboards
  • Cap table and equity support
  • 409A coordination
  • Annual planning and quarterly reforecasts

Who This Is For

  • Pre-seed through Series B startups
  • SaaS and tech startups
  • Bootstrapped startups scaling past $1M
  • Founders preparing for a raise
  • Founders preparing for an exit
  • Accelerator and incubator companies

How to Choose

  • Experience with venture-backed startups
  • Strong financial modeling skills
  • SaaS or relevant industry expertise
  • Comfort with board and investor reporting
  • Familiarity with cap tables and 409A
  • Clear monthly or hourly engagement pricing

Frequently Asked Questions

When does a startup need a CFO?

Most startups bring on a fractional CFO around seed-to-Series A or once revenue passes $1M ARR. Earlier if fundraising is active.

How much does a startup CFO cost?

Fractional startup CFOs typically charge $2,500 to $10,000 per month depending on stage and engagement hours.

Can a fractional CFO help me raise capital?

Yes — most startup CFOs build the model, prep diligence materials, and coach the founder through investor conversations.

Do I need a CFO if I have a bookkeeper?

A bookkeeper records transactions. A CFO turns those numbers into forecasts, strategy, and board-ready reporting.

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