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.
Related services
Ready to get matched?
Advisor-grade guides
Downloadable ebooks & templates
CPA-ready playbooks and templates you can use today — instant downloads, no signup required.

The Small Business Tax & Profit Playbook
A CPA-ready guide to deductions, quarterly taxes, S-Corp strategy, owner pay, cash flow, and year-round tax planning.

Business Tax Deduction Checklist
A CPA-curated checklist of 80+ business deductions most owners miss — organized by category so you can sweep it before filing.

The Definitive Bookkeeping Cleanup & Recovery Guide
The CPA's step-by-step playbook for diagnosing messy books, reconstructing missing history, and restoring a clean, audit-ready ledger.

The Freelancer Tax Guide
The practical tax playbook for freelancers, contractors, and solo creatives — deductions, quarterly estimates, and self-employment strategies.

The Year-End Tax Planning Guide
The CPA's December playbook — practical strategies to reduce your tax bill before the year closes.

The Premium Bookkeeping Template Pack
Automated dashboards, multi-account reconciliations, and CPA-ready reporting workbooks for serious owners and bookkeepers.

Tax & Bookkeeping Resource Library
Our complete advisor-grade collection — every premium asset an owner needs to run clean books, lower taxes, and recover messy ledgers, in one bundle.