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

