Fractional CFO Services That Improve cash Flow and Financial Planning.
Optimize your business, identify opportunities for growth, and impress key stakeholders with expert guidance from CFOs who’ve seen it all. Our CFO services help startups and small businesses access strategic financial leadership without hiring a full-time CFO.
CPA-managed, not outsourced
No long-term contracts
Serving businesses across all 50 states
Fuel Your Financial Future
Learn how fractional CFO services can create an immediate impact in your business.
our CFO track record
We’ve helped 200+ customers...
Expert outsourced CFO services so
you can focus on growth
Partner with a top-tier CFO team
We hire CFOs from top investment banks, PE & VC firms, and consulting firms. This experience allows our team to deliver CFO consulting services tailored to startups and small businesses navigating growth, fundraising, and financial planning.
Get a financial model you can trust
Access reliable forecasts and collaborate on strategic planning with CFOs who specialize in startup financial strategy and long-term growth planning. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction.
Manage expenses & scale effectively
Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful financial strategy for startup growth.
Attract investor interest
Elevate your pitch with an experienced CFO, not only to craft a personalized financial model, but also to help you maximize your valuation. We guide you through the process and help you choose the right form of capital so you can navigate your fundraise or M&A process confidently.
How It Works
Our CFO Services
Your CBA Accounting’s CFO will become a catalyst for growth at every stage of your business
stage 1: Onboarding
Financial & Operating Model Build
Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.
Customized model includes:
- Profit & Loss, Balance Sheet, and Cash Flow Statements
- Budget vs Actuals
- Industry-Specific KPI Dashboard
- Headcount & Compensation Plan
- Scenario Planning (Base, Bull, Bear Case)
stage 2: steady state
Monthly Engagement
Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below.
- Monthly meeting to review the company’s financial health & strategic insights
- Monthly update of the financial model with actuals
- Monthly Budget vs Actuals analysis
- Ad-hoc scenario planning to understand the impact of business decisions
- Everything from the Basic Engagement
- Bi-weekly meeting to review the company’s financial health & strategic insights
- Customized strategy & operations projects specific to your company’s needs
- Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story
- Everything from the Essential Engagement
- Weekly meeting to review the company’s financial health & strategic insights
- In-depth strategy & operations projects
- In-depth investor & board reporting support
- In-depth fundraising & M&A support
How It Works
Experienced CFOs supporting startups and small businesses across industries
Whether you’re just getting started or you’re an established company, our team has extensive experience to handle your specific situation.
- Monthly meeting to review the company’s financial health & strategic insights
- Monthly update of the financial model with actuals
- Monthly Budget vs Actuals analysis
- Ad-hoc scenario planning to understand the impact of business decisions
- Pre-Seed
- Seed
- Series A
- Series B+
- Owner-operated firms
- Self-funded businesses
Your business deserves the right foundation
Start Your Business the Right Way
Before the books, before the taxes — it all begins with the right foundation. We help you form your business and get your EIN so you’re set up, compliant, and ready to go from day one.
Company Formation
Start your business the right way. Whether you’re launching an LLC, Corporation, Nonprofit, or registering a DBA, we handle the paperwork so you can focus on what matters — building your business
EIN Registration
Every business needs an EIN. We make the process quick and hassle-free, so you’re set up and ready to hire, open a bank account, and stay compliant from day one.
Get started with compliance basics
Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.
Bookkeeping
Get clarity on the health of your business—and presentable books you can confidently share with investors, lenders, or landlords.
Taxes
Enjoy the convenience of having your taxes seamlessly handled alongside your books. Our tax and accounting experts work together to keep you compliant.
Move from books to needle-moving insights
CFO Services
Get strategic insights, realistic budgets, fundraising expertise, and decision-making confidence with our team of industry-specialized CFOs.
Monthly Insights
Take a look at powerful reports that surface insights and detailed trending to help you make smarter decisions. Included with your monthly bookkeeping:
- Real time balances
- Recurring expenses
- Flux insights
- New vendors
Start Your Business the Right Way
Before the books, before the taxes — it all begins with the right foundation. We help you form your business and get your EIN so you’re set up, compliant, and ready to go from day one.
Company Formation
Start your business the right way. Whether you’re launching an LLC, Corporation, Nonprofit, or registering a DBA, we handle the paperwork so you can focus on what matters — building your business
EIN Registration
Every business needs an EIN. We make the process quick and hassle-free, so you’re set up and ready to hire, open a bank account, and stay compliant from day one.
Get started with compliance basics
Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.
Bookkeeping
Get clarity on the health of your business—and presentable books you can confidently share with investors, lenders, or landlords.
Taxes
Enjoy the convenience of having your taxes seamlessly handled alongside your books. Our tax and accounting experts work together to keep you compliant.
Move from books to needle-moving insights
CFO Services
Get strategic insights, realistic budgets, fundraising expertise, and decision-making confidence with our team of industry-specialized CFOs.
Monthly Insights
Take a look at powerful reports that surface insights and detailed trending to help you make smarter decisions. Included with your monthly bookkeeping:
- Real time balances
- Recurring expenses
- Flux insights
- New vendors
Stop digging through spreadsheets for answers you need right now.
