OUTSOURCED CFO

FINANCIAL STRATEGY TO ACCELERATE GROWTH

OUTSOURCED CFO

FINANCIAL STRATEGY

TO ACCELERATE GROWTH

Why Hire Our CFO Services?

Leverage Our Expertise

All of our CFOs have 20+ years’ experience in companies such as Goldman Sachs and PwC.

We have extensive experience in investor-owned multi-million dollar tech and non-tech startups.

There is little we haven’t seen or dealt with. We help you look forward and avoid costly financial mistakes.

Focus On What Really Matters

Our financial guidance takes your mind off financial worries so you can focus on adding value to your customer base.

We create a solid strategic backbone for your operations to support growth.

Make bold decisions with a full understanding of how your financial position will be affected.

Access Our Team Of Professionals Directly

Our controllers, accountants and bookkeepers can execute on the strategy set by the CFO and support complex financial reporting as your business grows.

Flexibility

You can hire us part time, for an interim period, or for project-based assignments.

You can easily adjust the hours you pay for as your needs change.

Why Hire Our CFO Services?

Leverage Our Expertise

All of our CFOs have 20+ years’ experience in companies such as Goldman Sachs and PwC.

We have extensive experience in investor-owned multi-million dollar tech and non-tech startups.

There is little we haven’t seen or dealt with. We help you look forward and avoid costly financial mistakes.

Focus On What Really Matters

Our financial guidance takes your mind off financial worries so you can focus on adding value to your customer base.

We create a solid strategic backbone for your operations to support growth.

Make bold decisions with a full understanding of how your financial position will be affected.

Access Our Team Of Professionals Directly

Our controllers, accountants and bookkeepers can execute on the strategy set by the CFO and support complex financial reporting as your business grows.

Flexibility

You can hire us part time, for an interim period, or for project-based assignments.

CFO Competences Include:

Growth Support

Strategically develop a financial and operational infrastructure that enables growth.

Cash Flow Management

Ensure you’ll always have the resources to make critical investments and hire top talent.

Fundraising Planning

Plan amount, timing and format of your funding.

Exit Strategy

Prepare financials to present to interested parties.

Looking Ahead

Financial planning and forecasting inform business decisions and boost ROI.

Profitability Optimization

Improve margins throughout your processes and operations.

Fundraising

We consult you all of the way, from creating investment-ready financials and decks to negotiation support.

Performance Analysis

Compare actual financial performance vs. the plan

CFO Competences Include:

 

Growth Support

Strategically develop a financial and operational infrastructure that enables growth.

Cash Flow Management

Ensure you’ll always have the resources to make critical investments and hire top talent.

Fundraising Planning

Plan amount, timing and format of your funding.

Exit Strategy

Prepare financials to present to interested parties.

Looking Ahead

Financial planning and forecasting inform business decisions and boost ROI.

Profitability Optimization

Improve margins throughout your processes and operations.

Fundraising

We consult you all of the way, from creating investment-ready financials and decks to negotiation support.

Performance Analysis

Compare actual financial performance vs. the plan

Case Studies

CASE STUDY #1

Technology Company Serving The Food Industry

Outsourced CFO + Capital Raising Assistance

This venture-capital-backed company was growing rapidly but did not have adequate financial systems and staff to plan and manage growth.

The company was also unprepared to attract banks and equity investors for much-needed growth capital.

Results Achieved:

✔ $23 million raised in growth capital

✔ Hired over 100 employees during our involvement

✔ Annual revenue grew from $4 million to $15 million

How We Helped:

Upgraded Accounting Systems:

Transition from an inefficient QuickBooks desktop setup to cloud based QuickBooks Online and eventually to highly scalable ERP system Intacct.

Established Financial Planning Process:

Developed the company’s first financial projection model.

Led the actual vs. budget performance measurement process, which increased accountability and helped fuel rapid growth.

Capital Raising Assistance:

Created investor-ready PowerPoint deck and supporting financial analyses.

Led due diligence and assisted with negotiations.

Trained And Mentored Finance Team:

Including the Accounting Manager, who was soon promoted to Director of Finance and took over our duties.

CASE STUDY #2

Manufacturer of Cosmetic and Beauty Products

CFO +

Controller +
Accountant +
Bookkeeper

The company was dissatisfied with the performance of their current finance team.

Results Achieved:

✔ Significant savings in personnel & HR expenses

✔ Efficiency ratios improved significantly

✔ Better strategic decisions since sales & COGS data became available in real time

How We Helped:

✔ The new owners had upgraded their shopping cart to Bigcommerce & were using shipstation for fulfillment but the mapping needed to bring that information to QB online was not done properly leading to mistakes in the calculation of COGS and inventory count. We fixed the flow of information.

✔ They had different pricing tiers retail, wholesale & distributors but they were lacking a model that would allow them to adjust the price to all 3 in case the raw material cost would increase. We set up that model for them.

✔ They had a rewards system but the liabilities were not being booked into QB so we hacked a solution using Zappier to bring the information to the right place.

✔ Create systems & schedules or simply implemented best practices for inventory management.

✔ Outsourced bank & credit card reconcilliation, expense management.

✔ Improve collection of AR & help them negotiate better terms for AP

 

Case Studies

CASE STUDY #1

Technology Company Serving The Food Industry

This venture-capital-backed company was growing rapidly but did not have adequate financial systems and staff to plan and manage growth.

The company was also unprepared to attract banks and equity investors for much-needed growth capital.

Results Achieved:

✔ $23 million raised in growth capital

✔ Hired over 100 employees during our involvement

✔ Annual revenue grew from $4 million to $15 million

How We Helped:

Upgraded Accounting Systems:

Transition from an inefficient QuickBooks desktop setup to cloud based QuickBooks Online and eventually to highly scalable ERP system Intacct.

Established Financial Planning Process:

Developed the company’s first financial projection model.

Led the actual vs. budget performance measurement process, which increased accountability and helped fuel rapid growth.

Capital Raising Assistance:

Created investor-ready PowerPoint deck and supporting financial analyses.

Led due diligence and assisted with negotiations.

Trained And Mentored Finance Team:

Including the Accounting Manager, who was soon promoted to Director of Finance and took over our duties.

CASE STUDY #2

Manufacturer of Cosmetic and Beauty Products

The company was dissatisfied with the performance of their current finance team.

Results Achieved:

✔ Significant savings in personnel & HR expenses

✔ Efficiency ratios improved significantly

✔ Better strategic decisions since sales & COGS data became available in real time

How We Helped:

✔ The new owners had upgraded their shopping cart to Bigcommerce & were using shipstation for fulfillment but the mapping needed to bring that information to QB online was not done properly leading to mistakes in the calculation of COGS and inventory count. We fixed the flow of information.

✔ They had different pricing tiers retail, wholesale & distributors but they were lacking a model that would allow them to adjust the price to all 3 in case the raw material cost would increase. We set up that model for them.

✔ They had a rewards system but the liabilities were not being booked into QB so we hacked a solution using Zappier to bring the information to the right place.

✔ Create systems & schedules or simply implemented best practices for inventory management.

✔ Outsourced bank & credit card reconcilliation, expense management.

✔ Improve collection of AR & help them negotiate better terms for AP

 

How It Works

1. Request A Quote Or Book A Call

Get clarity and specificity on your financial needs. We’ll provide a risk-free quote for our services.

Click here to see our full list of services & pricing >

2. Personalized Solution

We will create a tailored plan to help you reach your objectives in the fastest way possible.

3. Meet your goals

Our compensation is tied to meeting specific goals for you. We are invested in your success from start to finish.

Need A Personalized Team?

We’ll assemble the right blend of finance professionals with a single point of contact.

Learn More >

BOOK A RISK-FREE CONSULTATION

Dive deep into your business’ needs.

Get clarity on the right blend of financial professionals you need.

Quote with no hidden costs or strings attached.

Learn about financial opportunities for your business you might not be aware of.

BOOK A RISK-FREE CONSULTATION

Dive deep into your business’ needs.

Get clarity on the right blend of financial professionals you need.

Quote with no hidden costs or strings attached.

Learn about financial opportunities for your business you might not be aware of.