Fractional CFO

CFO Services

Chief Financial Officers play many different roles in companies especially in startups. One of the major challenges most startups face is that they do not need a Full Time CFO. Our Part Time CFO Services are affordable and flexible with the ability to adapt to the changing needs of a Startup. It’s a perfect way to bring on a range of needed expertise without breaking the bank.

  • Capital Raising

    Capital Raising

    • Capital Raising Support
    • Financial Projections (See Business Planning )
    • Seed/Angel/Venture Financing Strategy and Support
    • Term Sheet Support
    • Founder Equity Distribution Planning
    • Cap Table Management
    • Overall Financial Planning
    • CEO Support
  • Accounting

    Accounting Services

    Our Accounting Team will make sure your books and systems are in place so your investors feel safe with their money. Check out our special accounting packages just for startups by clicking here.

    • Set up Accounting System
    • Create Initial Chart of Accounts
    • Monthly Financial Statements
    • Bookkeeping
    • Cash Flow Management Processes
    • End of Year 1099’s
    • Accounts Payable
    • Accounts Receivable
    • Controller Services
    • Sales Tax
    • Inventory Management
  • Human

    Human Resources

    • Set up HR System
    • Job Descriptions, Org Chart
    • Payroll Setup & Processing
    • Hiring/Firing Process Setup
    • New Hire Onboarding Process
    • Recruiting
    • Employee Benefits Setup
    • Employee Benefits Administration
    • Employee Files Compliance
    • Employee Files Compliance
    • Employee Bonus & Sales Commission Plans
    • Employee Compensation Planning
    • Employee Stock Option Planning
    • Employee Manuals
    • Payroll Tax Management
    • Workers Compensation Insurance
    • Background Checks
  • Legal


    We don’t give legal advice but we work closely and effectively with attorneys on legal issues surrounding startups. We provide critical advice and planning that can greatly reduce legal fees in the near and distant future. We also work with a trusted law firm specializing in startups that give reduced fees to our clients.

    • Incorporation (S, C, LLC)
    • Legal structure
    • Corporate Name availability
    • IP Strategy and Execution (Trademarks, Copy wrights, Patents)
    • Founders Documents
    • Buy/Sell Agreements
    • Business Insurance
    • Federal and State Tax Registrations
    • Register for Federal ID number (also called EIN & TIN)
    • NDA’s