If any of this sounds familiar, we can help.
Most companies don't need a full-time CFO. They need someone senior who has seen these problems before and knows how to fix them. Below are the issues we are brought in to solve most often, and what we do about them.
“We're growing, but there never seems to be enough cash.”
What we doBuild a 13-week cash flow forecast, find where cash is trapped in receivables, inventory and payment terms, and set up a weekly cash rhythm with leadership.
“I don't know our real burn rate or how much runway we have.”
What we doReconcile actual spend, model burn and runway under several scenarios, and identify the levers that extend it.
“Customers pay late and collections are chaotic.”
What we doDesign an AR strategy covering terms, invoicing workflow, dunning cadence and concentration monitoring, so cash comes in predictably.
“Our financials are late, and I'm not sure I trust them.”
What we doClean up the books, standardize the chart of accounts, and set up a documented month-end close with reconciliations and review.
“We've outgrown spreadsheets and our tools don't talk to each other.”
What we doSelect and implement the right stack, from QuickBooks Online optimization to ERP, payroll, expense and billing, and integrate it so data flows once.
“We run several entities and consolidating them is painful.”
What we doBuild multi-entity consolidations, intercompany processes and management reporting that shows the whole picture.
“My bookkeeper keeps things tidy, but nobody is giving me financial advice.”
What we doStep in as your fractional CFO: oversee the close and payroll, interpret the numbers, and sit at the leadership table.
“Revenue is up, but margins are shrinking.”
What we doBreak down gross margin by product, customer and channel, pinpoint the leaks in pricing, costs and discounting, and build a plan to fix them.
“I don't know our CAC, LTV or which marketing spend is working.”
What we doOrganize customer data into cohorts, measure unit economics and payback, and give your team a dashboard they will actually use.
“We don't have a budget or forecast that anyone believes.”
What we doBuild a driver-based financial model tied to operations, then run a monthly budget-versus-actual process that holds owners accountable.
“We're expanding into a new market or channel and need to know if it pays.”
What we doModel the investment case, from US expansion and retail or wholesale programs to new product lines, including working capital, tax and break-even.
“We want to raise a round or get a loan, but we're not investor-ready.”
What we doPrepare the financial statements, forecast, KPIs and data room investors and lenders expect, and support you through diligence.
“Our board and investor updates take forever and still raise questions.”
What we doCreate a repeatable board pack and investor reporting cadence that tells a clear, consistent story.
“I'm thinking about selling in the next few years. What is my business worth?”
What we doNormalize earnings, identify the value drivers buyers pay for, and build an exit-readiness plan. Or, if the fit is right, we may be the buyer.
“Everything still runs through me.”
What we doMap key workflows, set approval limits and controls, and document processes so your team can own them.
“I need to hire a finance team but don't know who or when.”
What we doDesign the finance org for your stage, run the hiring process, and train and coach the people who join.
Structured around what you need.
What founders and partners say.
We measure ourselves by long relationships, and many of our clients have worked with us for years.
Working with Chris for the past three years, I've learned first-hand how much a startup gains from having a fractional CFO on board. Chris continues to provide strategic guidance on Wealthie's financial models and forecasts, and he shapes presentations that align with investor expectations. A fractional CFO is one of the most proactive investments a startup can make.
Sabaa Quao Co-Founder, Wealthie Works Daily Inc.BCG is my go-to when a company needs its financial infrastructure built or fixed fast. We've worked together on businesses with IPO potential, and they consistently deliver by implementing the right processes and systems, and securing the advisors and employees to get results quickly. BCG's team brings the people skills that allow them to integrate quickly and motivate co-workers.
Lennie Ryer, CPA, CA Board Director, Audit Committee Chair & CFORecognize your business here?
Tell us what's keeping you up at night. The first conversation is free.