Our CFO services are highly adaptable to a wide range of needs.  We can operate onsite or remotely.  We can provide fractional services over an extended period of time or deeply-engaged services for a specific set of objectives.  We can work with existing finance and accounting staff or supplement the team from our own roster as needed.

Capital raising
Board meeting presentation material and participation
Managing the annual budgeting/forecasting process
Dashboards tracking key financial (and non-financial) performance indicators
Financial planning & analysis function
Cap table management
Key employee compensation
Oversight of all financial reporting & control
Determining the proper software infrastructure (accounting, ERP, ecommerce, sales tax, inventory, etc.)
All tax and financial compliance items
Insurance coverage
Coordinating the appropriate path to compilations, reviews, and audits
Research and recommendations on product pricing and terms

Current and Recent Clients

execvision logo

Greenlane company logo

FullStack company logo

Sky Geek company logo

Wellthie company logo

stink studios company logo

Lola company logo

Kate Mcleod company logo

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