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CFO Services for Startups

Expert CFO services to help your startup from seed to exit.

Work With Us

100+

Startup CFO Clients

$300M+

Funds Raised by our Clients

10+

Successful Client Exits

Our Outsourced CFO Services

Learn more about how our team of expert startup CFOs can help you scale your business.  We have carefully crafted our virtual CFO services offering to meet the needs of startups from seed to exit!  Read further to learn more about the outsourced CFO services for startups that we offer expertise in!

Financial Modeling

Financial Modeling

Financial modeling for startups to build bespoke models that drive fundraising conversations and enable better decision making.

Budgeting

Budgeting

Budgeting for startups to help plan and properly allocate your available cash to meet your growth objectives.

Forecasting

Forecasting

Forecasting for startups enables founders to minimize uncertainty when making key business decisions.

Cap Table Management

Cap Tables

Cap table management for startups can ensure that your cap table is accurate and up to date to prevent any issues during due diligence.

Fundraising

Fundraising

Our virtual CFOs can assist you with your startup fundraising activities to build models, prepare pitch decks, and answer tough investor questions!

KPIs & Analysis

KPIs & Analysis

Our outsourced CFOs for startups can help you identify and track the most important KPIs for your startups success.

Due Diligence

Due Diligence

Our startup CFO experts can help you navigate fundraising due diligence to ensure a smooth and fast close of your fundraising round.

Fractional CFO

Fractional CFO

Our fractional CFO for startups team can help you navigate key business challenges on a temporary, part-time, or permanent basis..

Meet our CFO Team

Our team of interim CFO service providers is here to help.  Our collective years of experience and in-depth understanding of startups enable us to provide exceptional outsourced CFO services for startups.

Curt Mastio

Curt Mastio, CPA

Crypto CFO
Joseph Alioto

Joe Alioto

Startup CFO
Jake Sokolowski

Jake Sokolowski, CPA

SaaS CFO
Megan Westcott

Megan Westcott, CPA

Startup CFO

Our Proven Process for Delivering Virtual CFO Services

Our process for working with startups to provide CFO services is simple.  We approach each situation with a detailed analysis of your needs and build a custom service offering that tackles your key objectives.

1
Discovery Call
A member of our fractional CFO team will schedule a call with you to understand what challenges you face to determine whether or not working together is the right fit.
2
Information Requests
After your initial discovery call with one of our startup CFO experts, we will send a detailed information request to you to start scoping out an engagement.  We do this differently than other firms because we want to fully understand what your current situation is and set proper expectations from the start. 
3
Scoping
After receiving all information requests, one of our startup virtual CFO team members will scope out the different CFO services you need in a detailed engagement letter.  The engagement letter is sent electronically for your review and can be executed by you to trigger our onboarding process.
4
Onboarding

When an engagement letter is signed, our team will initiate our onboarding process to kick off your engagement and work towards the deliverables defined in your engagement letter.  Each new CFO service engagement starts off with a detailed onboarding call to walk through the engagement and get our team started on tackling your most pressing CFO challenges.

Client Testimonials About Our Startup CFO Services

"I am incredibly pleased with the services our company receives from Founder's CPA. We currently engage them for a broad range of financial services, including bookkeeping, financial modeling, and tax preparation. Their expertise and comprehensive understanding of our unique industry requirements consistently impresses us.
 

Brooke Walter

Cyber Brokers

"K4 Mobility has been working with Founder's CPA for over a year now. The team is extremely knowledgeable in all areas of Finance, Accounting and Taxes. They are especially skilled in helping startup companies get off the ground in a sound and stable manner.

Rishi Potdar

K4 Mobility

"Founder's CPA has been an incredible partner for us since day one to help us navigate all of our CFO needs.  The team is highly skilled and I would recommend to any startups looking for accounting, tax, or CFO services."

Tom Voitik

OGAds

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