Your Fractional CFO, HR & Bookkeeping Team — Without the Full-Time Cost

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We help SF Bay Area startups and growing businesses build the financial infrastructure to scale profitably — from first model to Series B and beyond.

Your Dedicated Finance Team for Growing Your Business

Three core service lines, tailored to where you are in your growth journey.

Fractional CFO

Ongoing strategic financial leadership at a fraction of the cost of a full-time hire.

  • Cash flow forecasting and runway management

  • Board and investor reporting

  • Fundraising preparation and support

  • KPI dashboards and financial visibility

  • Budget vs. actual variance analysis

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Financial Modeling

Custom-built models that let you test decisions before you make them.

  • 12-month and 3-year P&L forecasts

  • Scenario planning for fundraising or expansion

  • Unit economics and pricing analysis

  • Revenue and growth projections

  • Break-even and sensitivity analysis

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Project Leadership

Hands-on execution for the financial and operational projects you can't get to.

  • Books cleanup and accounting system setup

  • Strategic planning facilitation

  • HR compliance and onboarding processes

  • Menu and product profitability analysis

  • Vendor and contract evaluation

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Trusted by Bay Area Startups & Growing Businesses

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