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Worry-Free Financials?

It’s possible.

Learn how building a modern, flexible finance team can help you take the next step in your growth journey with confidence

Founder Financials Playbook

Trusted By Innovative Founders and Investors for 15 years

Our Partners Mobile
Our Partners Mobile 2
Omnivore
Eat Fresco
Independent Financial Partners
Vustudio
Meleeo
b lynk
Rise 8 v1
Bambino
Skinny Mixes
Pomelo

What stage are you in?

CFO Clock

Start

A high-potential emerging business with active investors and a defined market fit.

Get a grip on cash flow, refine your financial model, and attract investors.

CFO Scale

Scale

Growing via customer traction, revenue acceleration, product diversification.

Build scalable processes, make data-driven decisions, and forecast accurately.

CFO Exit

Exit

Opportunity for expansion or monetization via strategic mergers and acquisitions.

Create value and manage mergers and acquisitions with confidence.

No matter where you are on your growth journey, we meet your finance challenges with flexible, scalable solutions.

Incredibly technical refreshingly human s

Wherever you are going, we’ve been there before.

We’re a people-focused, growth-oriented team with just-right solutions for where you are today. We love helping founders crush their goals through all stages of growth. It’s what we do every day.

Our uniquely agile outsourced Office of the CFO solution can help.

Do These Sound Familiar?

1.

I don’t have the financial data I need to make informed decisions.

2.

I need better visibility into cash flow.

3.

My accounting & finance resources aren’t giving me what I need.

4.

My accounting & finance team needs more support to keep up with all of the demands.

5.

I know I need to hire someone, but I don’t know who.

6.

I’m not sure if I’m doing the right things to attract investors or buyers in the future.

Learn the secret to a good night’s sleep.

Do These Sound Familiar?

1.   I don’t have the financial data I need to make informed decisions.

2.  I need better visibility into cash flow.

3.  My accounting & finance resources aren’t giving me what I need.

4.  My accounting & finance team needs more support to keep up with all of the demands.

5.  I know I need to hire someone, but I don’t know who.

6.  I’m not sure if I’m doing the right things to attract investors or buyers in the future.

Learn the secret to a good night’s sleep.

Numbers aren’t flexible,
but your finance team needs to be.

We assemble a curated financial team that can hit the ground running and ramp up to speed quickly. With the expertise you need across all areas of accounting and finance, we become an immersed extension of your team that scales with you as you grow.

Rest Assured.

A simple solution to a stressful problem.

Dedicated Outsourced Resources 2

Dedicated Outsourced Resources.

Leverage a team with the exact mix of skills and experience you need. Accomplish all of your accounting, budgeting, reporting, forecasting, and cash flow goals.

  • Financial leadership for every stage of growth
  • A dedicated team of leaders and doers
  • All the competencies you need today and in the future
  • Tools and technology to simplify and streamline your finance function
Agile Extension of Your Team

Agile Extension of Your Team.

Partner with people who match your culture and fit your technical accounting and finance needs. Amplify results with a responsive, problem-solving team who is immersed in your businesses and feels like part of you.

  • Curated resources to meet your specific needs
  • People who care about your business as much as you do
  • Your future biggest fans
  • Freedom to pursue growth with confidence
Agile Extension of Your Team
Financial Leadership Execution 2

Financial Leadership + Execution

Augment your team with proactive people who think strategically and roll up their sleeves to get things done. Implement all of the processes, tools, and systems you need.

  • Leadership and execution across every finance module
  • Investor quality financial reports on time, every time
  • Scalable, automated systems and processes built to last
  • The data you need to make great decisions

We love our clients

  I am incredibly impressed with the level of service and attention to detail we have received from the entire team at CFOA. I now have time to focus on new growth opportunities and am able to spend more time collaborating with my team, creating a great culture, and completing initiatives that have been on the back burner for years. Simply put – I don’t know how I ever did this without you!  Founder, Tech-Enabled Services Company.

-Katie Merrill, CEO & Founder, B-Lynk

I would love to help get the word out because there is such a big gap and need that CFO Alliance fits perfectly, and our PE sponsor agrees.  CFOA delivered value immediately on many fronts, including solving a process issue we have had for years that will save us more than $75k annually.

-Founder, $60M private equity-backed consumer packaged goods company

…and we’re committed to your success!

Are you ready to unlock the secret to worry-free financials?

Fill out the form below to access the Founder Financials Playbook
and learn how to build a modern, flexible finance team.

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