CFO services go beyond basic bookkeeping and accounting (which look backward at historical data) to focus on future strategy and financial health.

• Financial Planning & Analysis (FP&A): Creating detailed budgets, forecasts, and financial models to guide business decisions.
• Cash Flow Management: Monitoring and optimizing cash flow to ensure the business has enough liquidity to operate and grow.
• Strategic Advisory: Acting as a strategic partner to the CEO, helping to define business goals and the financial roadmap to achieve them.
• Capital Raising: Assisting with fundraising efforts, including preparing pitch decks, financial models for investors, and negotiating terms with banks or VCs.
• Risk Management: Identifying financial risks and implementing internal controls and insurance strategies to mitigate them.
• Board & Stakeholder Reporting: Preparing and presenting financial reports to board members, investors, and other stakeholders.
• Mergers & Acquisitions (M&A): Due diligence and financial integration for buying or selling companies.

When Do You Need CFO Services?

A business typically seeks CFO services when:

• Revenue has grown to a point (1M−1M - 1M−50M+) where basic accounting is no longer sufficient.
• The company is preparing to raise capital or sell.
• There are cash flow issues despite having sales.
• The CEO needs a strategic sounding board for major decisions.
• Financial visibility is lacking (i.e., you don't know which products/services are actually profitable).

Benefits

• Cost Efficiency: Access to C-level expertise at a fraction of the cost of a full-time hire (which can cost $200k+ annually).
• Strategic Insight: Shifts focus from "keeping the books" to "growing the business."
• Credibility: Adds a layer of professionalism and trust for investors and lenders.
• Scalability: Services can scale up or down as the business grows.