Your Invisible Back-Office Team
We take on the 70% that's technical execution, so your team can spend its time on the 30% that actually needs partner judgment.
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Build Your Dedicated Team
CPA-Supervised Talent, On Demand
Every hire is CPA-supervised with a 5-day onboarding guarantee.
Need a custom role? Talk to us, we'll find the right fit →
Industries We Serve
Specialized Teams for Your Industry
Our CPAs understand industry-specific regulations, compliance requirements, and best practices for your sector.
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Virtual CFO Services for Growing Businesses
Senior finance leadership without the seven-figure salary: forecasting, KPIs, board reporting, and fundraising support, on the schedule you actually need.
"Get the CFO you need for the stage you're at, not a year too late."
You will speak with our CPA, not a salesperson. Response within one business day.
Strategic Finance, End-to-End
From weekly cash management to the board-room story, we run the strategic finance function for growth-stage companies.
Three-statement models, scenario planning, and rolling forecasts that actually shape decisions.
- Driver-based revenue and expense models built around your business.
- 12-month rolling forecasts, updated monthly with variance analysis.
- Scenario planning for hiring, fundraising, and big investments.
Financial Forecasting & Modeling
Three-statement models, scenario planning, and rolling forecasts that actually shape decisions.
Driver-based revenue and expense models built around your business.
12-month rolling forecasts, updated monthly with variance analysis.
Scenario planning for hiring, fundraising, and big investments.
Why Clients Trust Us
Senior Finance Leadership, On Your Schedule
You get a seasoned CFO for the hours and the outcomes you actually need, without carrying the overhead of a full-time hire. We build on clean accounting, and add business valuation or entity formation when the moment calls for it.
Senior CFOs Only
Every engagement led by a CFO with 15+ years of operating experience.
KPI-Driven
We build the metrics dashboard your team actually uses to make decisions.
Weekly Cadence
Standing weekly meetings, monthly board prep, and on-call support in between.
Fractional Pricing
Pay for the bandwidth you need, at a fraction of a full-time CFO salary.
Matched to Your Industry
A CFO who knows your sector: SaaS, e-commerce, services, or manufacturing.
Board-Ready Reporting
Investor-grade decks, KPI packs, and management commentary every month.
Fundraising Support
Models, data rooms, and investor Q&A, through Series A and beyond.
No Long-Term Lock-In
Month-to-month. Scale up for a raise, scale back after.
Getting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
Tell Us Your NeedsGetting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
- 01Process · 01
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
- 02Process · 02
Resource Selection
We hand-pick 2 to 3 candidates who already fit your stack and send you their profiles. You interview them and choose. Nothing is locked in until you approve the person.
- 03Process · 03
NDA & Secure Access
We sign your NDA before anyone sees a file. Then we set up secure VPN or VDI access, scope permissions to the role, and follow your existing SOPs and tools.
- 04Process · 04
Guided Onboarding (Days 3–7)
In the first week your specialist shadows your process, learns your standards, and runs a trial batch under CPA supervision. They are doing real work by day seven.
- 05Process · 05
Steady-State Delivery
From week two on, your resource handles the day-to-day. Every deliverable passes a 5-stage quality review with a CPA signing off, so the output stays consistent.
- 06Process · 06
Peak-Season Scaling
When busy season hits, we add hours and backup people to your account, then scale back down once it passes. You cover the crunch without hiring or layoffs.
Getting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
- 01Process · 01
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
- 02Process · 02
Resource Selection
We hand-pick 2 to 3 candidates who already fit your stack and send you their profiles. You interview them and choose. Nothing is locked in until you approve the person.
- 03Process · 03
NDA & Secure Access
We sign your NDA before anyone sees a file. Then we set up secure VPN or VDI access, scope permissions to the role, and follow your existing SOPs and tools.
- 04Process · 04
Guided Onboarding (Days 3–7)
In the first week your specialist shadows your process, learns your standards, and runs a trial batch under CPA supervision. They are doing real work by day seven.
- 05Process · 05
Steady-State Delivery
From week two on, your resource handles the day-to-day. Every deliverable passes a 5-stage quality review with a CPA signing off, so the output stays consistent.
- 06Process · 06
Peak-Season Scaling
When busy season hits, we add hours and backup people to your account, then scale back down once it passes. You cover the crunch without hiring or layoffs.
Questions About Virtual CFO Services
What you'll want to know about working with a fractional CFO from our team.
Still have questions? Contact usRelated Services
Build a complete back-office stack, pair this service with the rest of our CPA-led offerings.
Let's Talk About Your Strategic Finance Needs
Tell us your stage, your ARR, and the questions on your mind. We'll get back to you within one business day with a CFO match.
Schedule a Meeting
Reply within one business day