CFO & Controllership Advisory

Outsourced CFO

A true CFO who owns the model, the runway, and the board relationship.

OFFERING OVERVIEW

A senior professional with Big Four and FP&A experience acts as your true CFO, owning the financial model, budgeting, cash runway, board reporting, and investor relationships. Expertise in AI tools lets our team move the reconciliations, variance analysis, and routine close tasks quickly behind the scenes, so the engagement is spent on judgment, strategy, and board preparation, CFO-level support at a fraction of the cost of a full-time hire.

Included capabilities

Ongoing CFO

A true CFO owning your model, your board deck, and your investor relationships.

Embedded CFO / VP Finance owning modeling, budgeting, cash runway, board reporting, and investor relationships.

Financial Model Set Up

A three-statement model built for how your board actually plans and forecasts.

Three-statement model tailored to the business for forecasting, scenario analysis, and cash planning.

KPI Package Build

The KPIs your board expects, tracked on a schedule you can set your calendar by.

Defines the operating and financial KPIs your board tracks and builds the recurring dashboards and reporting schedule that keep them current.

Other Offerings within

CFO & Controllership Advisory

Full Suite Finance and Accounting

The entire finance function, one team, from board strategy to the daily close.

Learn more

Outsourced Controllership

Audit-ready GAAP financials, closed on time every month.

Learn more

FP&A Support

Senior FP&A horsepower for a CFO held to private-equity reporting standards.

Learn more

Platform Finance

One team carrying every add-on from diligence through integration to the ongoing close.

Learn more