Startup CFO Services

Executive-level strategic finance support to founders and their teams 

Our services are flexible to accommodate your stage and can include 

Accounting and financials setup/oversight 

Budgets + forecasting 

Financial modeling 

KPI dashboards 

Scenario + cash flow analysis 

Hiring strategy 

Investor and board communications 

Valuation + deal terms assessment 

Fundraising support and strategy 

M&A process management 

Sales and BD/partnerships strategy 

Management and board update frameworks, meeting prep and materials 

let’s talk

Do I need a CFO? 

While it may feel “early” for a CFO, true strategic finance support is critical at every junction, helping you understand the key drivers of your business and avoid pitfalls that can have negative long-term effects.

Sample Client Results

Series A B2B Fintech Startup Client 

Performance 1.5 years into our engagement

6x

revenue growth

(from 12 months flat)

72%

gross margin

(from negative GM) 

$8M

new funding

Our Clients See Results

  • "As a result of the engagement, we changed how we communicated our story, to a much more clear, concise and compelling reason to invest in aptihealth. While the value proposition was there, Kelly helped us identify what truly was the sustainable differentiator that made aptihealth a great investment. Also, her analysis and presentation of our financial model growth drivers ended up being the cornerstone of every investor meeting."

    - aptihealth, Dan Pickett, CEO

  • “Your guidance and support has been a huge help, especially having you as a sounding board, with my limited experience and resources. I know that the skills and knowledge I've gained under your wing will be immensely helpful in my finance career journey."

    - Bloom Credit, Teagan Kapadia, Finance Manager

  • “We are exceptionally happy with everything: process, results, outcomes. Tough questions around the model were particularly useful.”

    - Foresight Works, Igor Shifrin, Founder & CEO

  • "Kelly is highly competent as a CFO and pitch deck creator. She is thoughtful, thorough, and strategic. On the fractional CFO front we were able to build more accurate and reliable models, as well as provide our junior finance staff with a mentor to help them grow while also making the financials we produced more reliable and accurate. A much tighter and accurate financial model provided flexibility for us to manage and maintain as the business changed."

    - Bloom Credit, Christian Widhalm, CEO