CFO Office Services

controllership
  • GAAP basis bookkeeping (Accrual)

  • Cash management & bank reconciliation

  • Expense management

  • Payroll process

  • R&D tax credit support

  • Month-end close

  • Corporate tax filing preparation support

  • Technical accounting matters (eg. ASC 606)

  • Financial statements preparation

  • Audit preparation and audit support

  • Internal controls

Financial planning and analysis
  • Annual plan: Budgeting & forecasting

  • Monthly / Quarterly financial reports

  • Updated forecasts for revenue, margin, other key metrics

  • Variance analysis reports

  • Cash flow projection

  • Cost optimization and efficiency

  • KPIs and metric tracking

  • Financial modeling & scenario analysis

  • Executive presentation & board deck preparation

  • Strategic planning support

  • Funding strategy development support

  • Financial documentations for investors

  • PMO for deals and special projects (M&A)

  • Buy & sell due diligence support

  • Integrating finance and operations

  • Finance process and policy optimization: Procurement-to-Pay, Record-to-Report, and Quote-to-Cash

  • Deal desk function (Customer contract review)

  • Cross-functional business partner

  • Cash flow and burn rate management

Transaction services & Finance Transformation

Fractional Product & Marketing Leadership

Strategic on-demand CPO & PMM executive leadership to bridge the gap between product innovation and market dominance without the overhead of full-time hires.
Product Strategy & Market Alignment
  • Product-Market Fit (PMF) Audit: Evaluating current traction against market needs.

  • Ideal Customer Profile (ICP) Development: Defining high-value segments and user personas.

  • Competitive Intelligence: Deep-dive analysis of the landscape and "white space" opportunities.

  • KPI & Success Metric Definition: Establishing the data points that actually matter for growth.

  • Product Vision & Value Proposition: Crafting the "Why" behind your product’s existence.

  • Strategic Board/Investor Preparation: Crafting the product narrative for funding rounds.

GTM Strategy & Commercial Excellence
  • Pricing & Packaging Optimization: Aligning price points with customer perceived value.

  • Positioning & Messaging Frameworks: Creating a "source of truth" for all internal and external communications.

  • Go-To-Market (GTM) Launch Plans: Orchestrating the rollout of new features or entire platforms.

  • Sales Enablement Kits: Building pitch decks, one-pagers, and talk tracks for the sales team.

  • Customer Journey Mapping: Identifying friction points from initial awareness to churn.

  • Category Creation Strategy: Positioning the brand as a leader in a new or underserved niche.

  • Outcome-Based Roadmapping: Transitioning from "feature lists" to "problem-solving" timelines.

  • Prioritization Frameworks: Using tried & true methods to settle "what’s next" debates for roadmap priorities.

  • MVP Scoping & Definition: Stripping back the noise to launch products and learn fast.

  • Product Operations: Optimizing the tools and workflows between PMs and Devs.

  • User Research & Feedback Loops: Defining approaches to ingest and act on customer pain.

  • Hiring & Mentorship: Recruiting your permanent Product team and coaching junior talent.

Product Operations & Roadmap Execution

Supporting You at Every Step of Your Journey

Seed *

  • Accounting & Finance set up: Bank, systems, Charter of Accounts, and etc.

  • Payroll / AR / AP process

  • Bookkeeping & Accounting (Accrual)

  • Capital raising

  • Budgeting & forecasting

  • Cash burn rate management

  • Corporate tax file support

  • Monthly close support

  • Monthly reporting package

  • Pricing & cost (margin) analysis

Series A & Beyond *

  • Advanced financial modeling, forecasting, budgeting & analysis

  • Cap table management

  • Accounting clean-up & GAAP compliance

  • Audit preparation and support

  • Internal processes and controls

  • Vendor management

  • Debt & equity financing

  • Adoption of accounting guidance: (i.e., ASC 606, ASC 842, ASC 718, etc.)

Pre & Post IPO *

* These services are flexible and may be adjusted according to your company's evolving needs and unique circumstances.

  • KPI tracking and reporting

  • BoD / IR reporting

  • EBITA management

  • IPO readiness

  • Technical accounting support & GAAP financial reporting preparation

  • SEC reporting prep (i.e., S-1, 10-K, 10-Q)

  • Financial operations & system optimization

  • Transaction (i.e., M&A) support

  • Customer contract review & analysis