CFO & Financial Advisory

    Propel your business forward with executive-level financial guidance. From startup formation to exit strategy, our fractional CFO team partners with founders and stakeholders to maximize shareholder value.

    Combining capital advisory, financial technology, and strategic accounting to optimize growth-stage companies for what's next.

    Inquire About CFO ServicesCall (720) 603-9700
    In-house team
    Confidential & secure
    Experienced advisory team
    Flexible engagements

    Who CFO Services Are For

    Executive financial guidance isn't just for Fortune 500 companies. Here's who benefits most.

    Startup Founders

    Post-revenue companies preparing for their first capital raise or needing financial infrastructure.

    Scaling Businesses

    Companies between M- 0M revenue navigating rapid growth, hiring, and expansion decisions.

    Businesses Seeking Capital

    Founders evaluating debt, equity, venture capital, or non-dilutive funding options.

    Exit-Ready Owners

    Business owners preparing for acquisition, merger, or succession within 1-3 years.

    CFO Service Packages

    Choose the engagement that matches your business stage. Every package is customizable to your specific needs.

    Startup CFO

    Financial foundation for early-stage companies. Entity structuring, initial bookkeeping systems, burn rate analysis, and investor-ready financial packages.

    Pre-revenue to M ARR

    Growth CFO

    Scale with confidence. Cash flow optimization, hiring analysis, expansion modeling, and operational finance support for rapidly growing businesses.

    M- 0M revenue

    Capital Advisory

    Navigate fundraising with clarity. Investor deck financials, term sheet analysis, debt vs. equity guidance, and due diligence preparation.

    Businesses seeking funding

    Financial Modeling & Forecasting

    Data-driven decision making. Scenario analysis, revenue projections, sensitivity modeling, and board-ready financial presentations.

    All growth stages

    KPI & Performance Dashboards

    Track what matters. Custom KPI frameworks, real-time dashboards, monthly performance reviews, and variance analysis.

    Established businesses

    Exit & Succession Planning

    Maximize your exit. Business valuation, M&A readiness, succession structuring, and transaction advisory support.

    Business owners planning transition

    How We Work Together

    1

    Discovery Call

    We learn about your business, goals, and financial pain points in a free 30-minute consultation.

    2

    Financial Assessment

    Our team reviews your current financials, systems, and identifies gaps and opportunities.

    3

    Custom Engagement Design

    We build a tailored CFO engagement, scope, cadence, and deliverables matched to your needs.

    4

    Strategic Partnership

    Your fractional CFO integrates into your leadership team, delivering ongoing strategic guidance.

    Not Sure Which Package Fits?

    Let's talk through your business stage, goals, and budget. We'll recommend the right CFO engagement, no pressure.

    Inquire About CFO Services

    CFO Services FAQ

    What is a fractional CFO?

    A fractional CFO provides part-time, executive-level financial leadership. You get strategic guidance, cash flow management, fundraising support, financial modeling, and board presentations, without the $200K+ cost of a full-time CFO. It's ideal for businesses that have outgrown basic bookkeeping but aren't ready for a full-time finance executive.

    How much do CFO services cost?

    Our engagements typically range from $2,000-$8,000/month depending on the package and complexity. Startup CFO packages start lower, while comprehensive Growth CFO or Capital Advisory engagements reflect the strategic depth involved. Every engagement is custom-scoped after our discovery call.

    How is this different from an accountant or bookkeeper?

    Bookkeepers record transactions. Accountants prepare statements and tax returns. A CFO uses financial data to drive strategy, telling you where to invest, when to hire, how to structure a deal, and what your business is worth. We look forward, not just backward.

    What industries do you serve?

    We work across industries including technology startups, professional services, construction, healthcare, e-commerce, and real estate. Our approach adapts to your industry's unique financial dynamics, whether that's SaaS metrics, job costing, or inventory management.

    How often will I meet with my CFO?

    Most clients meet bi-weekly or monthly, depending on the engagement. During critical periods like fundraising, M&A, or rapid growth, we increase cadence as needed. You also have direct access via email and scheduled calls between meetings.

    Can you work with my existing bookkeeper or accountant?

    Absolutely. We collaborate with your existing financial team to help alignment. In many cases, we help optimize their workflows and reporting so the data feeding into strategic decisions is accurate and timely.

    Ready for Strategic Financial Leadership?

    Get the CFO-level guidance your business deserves, at a fraction of the cost.

    Inquire About CFO ServicesCall Now

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