OnDemand CFO Services

Growing companies often reach a point where they need professional and financial guidance, but aren’t ready to commit to a full-time CFO or controller. Our on-demand CFO services gives you the opportunity to gain these benefits on an as-needed basis. We will match you with a CFO who will help you hone in on key performance indicators, remove unnecessary overhead costs,  and discover new profit centers. Some of our clients have even been able to quadruple profits!

From Reporting to Fundraising

You’re located here in the Bay Area and so are our CFOs. This ensures their skills are on-hand when you need them during financial presentations for Board members and management, when you’re preparing for an IPO, evaluating merger and acquisition opportunities, or even to manage fund raising and capital needs for growth.

CFO Skills When You Need Them

Ondemand means you can scale up or down based on your needs. If you have yet to hire a CFO because of the high fixed costs, or recently lost yours due to turnover, then our part-time CFO services are an immediate solution for your needs.

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Growing Your Business Just Got Easy

With decades of experience and hundreds of success stories, we’ll show you how easy it is to grow your business.  We’ll provide you with your very own CFO that will help you make data-based decisions that grow your bottom line.

Modeling, Forecasting and Budgeting

Our CFO services manage all of those important things that you don’t have the time or know-how to do properly. You’ll finally know what areas of your business are ripe with opportunity, and which areas are problems waiting to happen.

Valuation Strategy

Whether you’re looking for initial investment for your startup or an exit for your more mature business, we have you covered. We’ll analyze all of the numbers to create strategy that will maximize the value of your business.