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Serving Tech, SaaS and other companies ($5M-$50M revenue) across NY, CA, TX, Canada, UK, Netherlands, Australasia and Africa. Six pillars of CFO excellence with AI-native workflows and guaranteed SLAs.

Fractional CFO Packages

Choose the right level of financial leadership for your growth stage

Smart Start Audit

$899

One-time

Best for companies preparing for growth or funding

  • Deep financial audit covering cash flow, FP&A, compliance
  • 90-day financial roadmap with clear deliverables
  • SaaS-specific KPI & metric benchmarking
  • Board & investor package readiness check

Core CFO Partner

+$5,000

Monthly

For early growth SaaS scaling from $5M+ revenue

  • Monthly financial reporting & management accounts
  • Compliance oversight (payroll, taxes, AR/AP processes)
  • Basic financial operations support
  • Quarterly strategic check-in with founders
Most Popular

Growth CFO

$9,000-$10,000

Monthly

For Series A–C SaaS with >$10M ARR

  • Full FP&A suite (budgets, rolling forecasts, board-ready dashboards)
  • Weekly cash flow management & scenario planning
  • SaaS-specific growth metrics (CAC, LTV, retention, churn)
  • VC/Fundraising support: data room prep + investor updates
  • Monthly strategic advisory session with founders/execs

Board-Ready CFO

+$15,000

Monthly

For later-stage or PE-backed growth companies

  • Strategic financial leadership across all six CFO pillars
  • Fundraising and capital markets advisory
  • M&A guidance + due diligence support
  • Sophisticated board presentation materials & investor relations
  • Compliance, audit prep, and risk management oversight
  • Embedded in leadership team as true CFO partner

Interim CFO Coverage

$300–$400/hr

Flexible support for founder/exec transitions

Our Service Level Agreements

Close by T+5

business days

Weekly or Bi-weekly Cash Ritual

Quarterly Scenarios

review & update

24h Response

business hours

Six Pillars of CFO Excellence

Comprehensive financial leadership across all critical areas

FP&A Management

Driver-based models, scenario planning, and board-ready forecasts

What we do:

  • •Budget & forecast development
  • •Scenario modeling for fundraising
  • •KPI tracking & variance analysis

What you get:

  • From 13-week rolling cash forecasts
  • Monthly board pack templates
  • Variance reports with insights

Monthly forecasts, weekly or bi-weekly cash updates

Cash Flow Management

Weekly or Bi-weekly cash rituals and working capital optimization

What we do:

  • •Weekly or Bi-weekly cash standup calls
  • •Working capital optimization
  • •Payment timing strategy

What you get:

  • Weekly or Bi-weekly cash dashboard
  • DSO/DPO improvement plans
  • Cash burn alerts & forecasts

Weekly or Bi-weekly cash reviews

Compliance & Risk

Tax coordination, internal controls, and governance frameworks

What we do:

  • •Tax/audit coordination calendar
  • •Internal controls assessment
  • •Risk management frameworks

What you get:

  • Controls matrix & documentation
  • Audit readiness checklists
  • Compliance calendar & deadlines

Quarterly reviews, ongoing monitoring

Financial Reporting

Accurate, timely financial reporting with stakeholder updates

What we do:

  • •Month-end close acceleration
  • •Management reporting design
  • •Board presentation prep

What you get:

  • T+5 close guarantee
  • Monthly board pack
  • KPI dashboards & metrics

Monthly close by T+5, ongoing reporting

Financial Operations

Scalable finance processes and system optimization

What we do:

  • •AP/AR process redesign
  • •Payroll accuracy & compliance
  • •Finance system selection

What you get:

  • Process maps & documentation
  • RACI matrices for scaling
  • System integration plans

Quarterly process reviews

Strategic Advisory

CEO partnership and strategic financial guidance

What we do:

  • •Strategic planning sessions
  • •Growth strategy modeling
  • •Capital allocation advice

What you get:

  • Strategic roadmaps
  • Investment decision frameworks
  • Growth scenario models

Weekly or Bi-weekly CEO partnership calls

Our Operating Rhythms

Predictable cadences that keep your finances on track

Weekly or Bi-weekly

  • Cash standup & variance triage
  • KPI monitoring & alerts

Monthly

  • Close by T+5
  • Board pack delivery
  • CEO strategy session

Quarterly

  • Plan refresh & scenarios
  • Compensation alignment
  • Process optimization

Annually

  • Budget cycle & LRP
  • Audit readiness
  • Strategic planning

Calculate Your Potential Savings

See how much our CFO services could save your company annually

Ready to Scale Your Financial Operations?

Get started with a Smart Start Audit or book a free consultation