What We Do

Financial Leadership

We partner with your leadership team to educate, align, and propel the company towards its financial goals. Establish a foundation of best practices today.

Board Support

Present to your Board in a way that inspires confidence and trust. We equip you with robust reporting and can coach you to tell the story of the financials.

Provide the financial perspective for business decisions. We are experts at translating accounting speak into actionable insights.

Strategic Advice

Your forecast is the roadmap for translating business goals into financial outcomes. Our models empower you to understand your financial drivers.

Forecasting

Get the funding you need when you communicate the value of your business in a language investors understand.

Fundraising

Good accounting practices will save you time and heartache down the road. We find the right balance of controls for each stage in your Company’s lifecycle.

Accounting & Tax

You may be new to running a company, or you may be a pro at this by now. Either way, it can be helpful to know what kinds of things a fractional CFO could support you with. Below is a non-exhaustive list of the types of things we often help with.

Still Not Sure What This Means?

  • Financial forecasting model

    Budget planning

    Budget to actuals analysis

    Cost & profitability analysis

    Financial reporting & business dashboards

    Long range plan and company valuation model

  • Financial perspective for strategic business decisions

    Product pricing & margins

    Corporate presentation creation, positioning and communication planning

    Contract negotiation

  • Board reporting materials

    Coaching you for presenting financials in Board meetings (or we can present if desired)

    Business specific metrics & KPIs

    Structuring and tracking of corporate goals

  • Valuation strategy

    Fundraising support

    Deal terms analysis

    Cap table management & analysis

    Debt analysis, monitoring, & covenant compliance

    Bank and investment bank relationship management

  • Evaluate, implement & manage integration of finance/ops tech stack

    Set compliant business policies (corporate credit cards, business travel, expenses, etc)

    Evaluate & implement benefits programs (health insurance, 401k, office stipends, etc)

    Develop hiring plan in conjunction with desired burn & runway

    Compensation planning & market analysis (base, bonus, equity)

    Education & guidance on equity compensation

  • Cash control policies

    Monitor & identify business & financial risks

    Currency/FX risk management

  • Tax planning & strategy

    Manage 409A process

    R&D tax credit

  • Life Sciences & Biotech

    Blockchain & Crypto

    Fintech