Scale | Elevate | Peak

Unlock Business Growth with our CFO services

Unlock Business Growth with Outsourced Financial Management.

Benefit from the expertise of a CFO without paying a full-time salary. We bring you a CFO on a part-time basis to oversee your financial strategy and manage special projects tailored to your company’s goals
Trusted by 300+ founders from 20+ countries
Financial support to scale your business

Don't Let Financial Operations Hold Back Your Business Growth

From comprehensive financial plans and budgeting to KPI reporting and financial dashboards, we'll align your financial operations and give you the insights you need to make strategic decisions with confidence.

With our expertise and industry know-how, we provide expert fractional CFO services to businesses expanding to the US, empowering them to achieve long-term success without the added cost of hiring an in-house CFO.
WHAT WE OFFER

Empowering your company with financial knowledgeand processes

We offer more than a budget and forecast - it is a deep collaboration to understand your business strategy and vision and creating a clear roadmap to reach your financial wellness and business goals.

Annual Budget Development

We work closely with you to create a detailed annual budget broken down by month, ensuring that you have a clear financial plan for the upcoming year.
The output includes cash flow statements, balance sheets and projected expenses. This service gives you a large-scale view of future costs and cash needs for your business

Boost Efficiency with Strategic Planning

We offer strategic planning support to improve your business's productivity and efficiency. Our team provides expert analysis of your expenses, vendors, processes, and operations to identify opportunities for improvement. By instituting sustainable operations, you may also be eligible for tax benefits. Let us help you discover new ways to optimize your business and achieve your goals.

Financial Dashboard and KPI reporting

Key Performance Indicators help you monitor key metrics in your business such as your profit margin, inventory turnover and cost per acquisition. 
We set up KPI tracking using collaborative visualization tools and reporting dashboards. We then meet with you regularly to review insights and implications.

Monthly financial 
check-ins

We meet with your or your managment team monthly to review financial statements, compare budgeted vs actual results, and discuss business goals. By meeting regulary,  you'll have a firm grasp on how you're performing compared to your plans, allowing you to maintain cash flow, avoid costly mistakes, and ultimately reach your goals.

Seed Investment Support for Startups

Our partnership provides viable startups with initial SEED investments, giving them the opportunity to launch their business more effortlessly, achieve proof of concept status, and raise additional funds through VC’s. With our help, startups can secure the necessary funding to achieve initial success, something that 99% of CPAs are not able to provide.

Plans that Grow
with Your Business

Milestone
Elevated level of planning your financial success
What’s included
See pricing
Historical Financial Dashboards
Historical Workforce KPIs*
Standard Financial KPIs
Client Accounting Services (bookkeeping)
Financial Tech Stack
Custom KPIs
Trended Budget
Trended | Rolling Forecast
Trended Cashflow
Budget vs Actual Reporting
Budget vs Actual Dashboards
Custom Budget
Custom Forecast
Up to 2 Non-Financial Models
Workforce Planning*
Budget vs Actual Dashboards
The Exit Plan
Everything you need to scale your modern enterprise
What’s included
See pricing
Historical Financial Dashboards
Historical Workforce KPIs*
Standard Financial KPIs
Client Accounting Services (bookkeeping)
Financial Tech Stack
Custom KPIs
Trended Budget
Trended | Rolling Forecast
Trended Cashflow
Budget vs Actual Reporting
Budget vs Actual Dashboards
Custom Budget
Custom Forecast
Up to 2 Non-Financial Models
Workforce Planning*
Budget vs Actual Dashboards
* Package prices are for discussion purposes. Actual prices are based on number of transactions, complexity, and other customized options.

A La Carte Services

Customize your package - pick and choose your add-on services based on your unique needs
Payroll
Consulting - $ Hourly
Annual Reports
Residence Certificates
Sales Tax
Excise Tax
Franchise Tax
1042S
1099
Individual Tax Returns
Business Tax Returns
Economic Nexus (1x or as needed)
State Registration (1x or as needed)
Tax Notice & Resolution (1x or as needed)
Transfer Pricing
Cost Segregation
IRS Audit Representation (1x or as needed)
Expedited Services (1x or as needed)
Department Planning *
Long-Range Planning (36 months+) *
Additional Non-Financial Models *
Consolidated Reporting *
Up to 5 Scenario Plans *
Workforce Planning *
Pre-immigration Tax Planning *
Offshore Voluntary Compliance *
Board | Investor | Partner | Shareholder Package *
* Available with only with milestone or exit plan
** Package prices are for discussion purposes. Actual prices are based on number of transactions, complexity, and other customized options.
GET IN TOUCH

Request a free consultation and see how a CFO can fuel your business growth

Which service are you most interested in?

Where are you and/or your business located?

What is your projected annual revenue for current year?

Anything else we should know?

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.