Make smarter financial decisions with CFO Services

Optimize your business, identify opportunities for growth, and impress key stakeholders with expert guidance from CFOs who’ve seen it all.

Just a few of the companies we’ve Supported over the years
our CFO track record

We’ve helped 200+ customers...

Raise
In Capital
$ 0 B

Expert CFO guidance so you can focus on growth

Partner with a 
top-tier CFO team

We match you with CFOs from leading tech companies, high-growth startups, and established enterprises. You get paired with someone who understands your business stage and has navigated the exact challenges you're facing right now.

Get a financial model 
you can trust

Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We'll strategize and model the impact of various scenarios to help guide your business in the right direction.

Manage expenses & scale effectively

Need to stretch your cash? We've got your back. We'll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency.

Attract investor interest

Elevate your pitch with an experienced CFO, not only to craft a personalized financial model, but also to help you maximize your valuation. We guide you through the process and help you choose the right form of capital so you can navigate your fundraise or M&A process confidently.

How It Works

Our CFO services

Your Pilot CFO will become a catalyst for growth at every stage of your business

stage 1: Onboarding

Financial & Operating Model Build

Your CFO will start by creating a financial model to deeply understand your business and create the foundation for your ongoing Monthly Engagement.

Customized model includes:

stage 2: steady state

Monthly Engagement

Your CFO will partner with you during the ongoing monthly engagement. Specific projects and monthly deliverables by engagement level are included below.

Starting at $1,750 /mo

For a detailed look at pricing, visit our pricing page.

Industry Expertise

Expert CFOs who have seen it all

Whether you’re just getting started or you’re an established company, our team has extensive experience to handle your specific situation.

Technology

Saas, AI, Marketplace, Biotech, Education, etc.

Professional Services

Legal, Consulting, Media & Entertainment, etc.

Financial Services

Fintech

Consumer Goods & Retail

Fintech

Healthcare

Fintech

See what Expert CFO can do for you

Get the peace of mind that comes from partnering with our experienced finance team.