Advisory for Growth-Stage Businesses

On-demand advisors to help you navigate the complexities of a growing business

Fractional CFO

Businesses of all sizes can benefit by working with a CFO. Our fractional CFO services include a dedicated CFO who will understand the ins and outs of your business. We offer scalable solutions for one-time projects or on an ongoing basis. Here are some of the ways we help our clients:

  • Cash Flow Optimization
  • Key Performance Indicators
  • Growth Strategy
  • Profitability Analysis
  • Pricing and Cost Analysis

Capital Raising

Are you planning to raise capital? Do you have a financial plan? Do you know how much capital you will need to market your brand? Our advisors are experienced in these areas and can help you plan for your next capital raise.

  • Financial Forecasts
  • Capital Deployment Strategy
  • Investor Decks
  • Business Plans
  • Corporate Governance

Business Coaching

Entrepreneurship can feel like you’re on a rollercoaster, it’s thrilling and rewarding but with so many moving parts. Our business coaching services enable owners to solve business challenges by developing a roadmap and aligning your team. If you are struggling with defining your core values, breaking through the ceiling, or any of the other business challenges so many owners face, we can help.

  • Business Assessment
  • Business Roadmaps
  • Core Value and Vision Alignment
  • Communication Training

CFO Advisory FAQ’s

My business is complex, how will this work?

You’re right, every business is different and can be complex. We take the time to learn about your business, create a plan, set goals and determine a strategy to execute.

This sounds expensive, how much does it cost?

Pricing starts at $700 per month – this is perfect for businesses that are not ready for a full-time CFO.

Is my business ready for a CFO?

Yes, every business can benefit from working with a CFO, it can be project-based or a few hours a quarter.

Can you help me lower my tax bill?

There are ways for you to legally reduce your tax bill, we can discuss R&D Credits, depreciation, and filing cash or accrual basis.

What are the differences between LLC’s, S-corps, C-corps, and a Sole Proprietorship?

Our tax service can assist you with understanding the best entity type for business.

Do you offer tax planning?

Yes, our accountants and CPA can help with any strategy, and ensure there are no surprises at the end of the year.

Professional Services You Can Rely On

We integrate emerging technologies into traditional financial sectors to make them safer, faster, and more efficient. Our mission is to help companies to leverage their resources to create opportunities for growth and value realization.