CFO Advisory

Strategic Planning 

Financial Budgeting

Forecasting & Reporting  

Capital & Debt Raising 

Board Packages & Investor Relations

SaaS KPIs & Metrics 

M&A & Due Diligence

GAAP Accounting 

Monthly Close Processes 

Financial Reporting

Working Capital Management 

Collections Best Practices 

Financial Systems & Integrations

IPO Readiness

Outsourced CFO services for 

venture-backed companies 

from initial investment to pre-IPO. 

Driving recurring revenue 

while scaling profitability

to create equity value 

for all stakeholders.