CPA-CFO

On-Demand Finance and Strategic Support
for Startup Companies

We are a full-stack advisory services firm built to help Startup companies succeed. Our strength and experience in finance, accounting, and process development allows our clients to excel in managing their industry leading growth.

Trusted by Industry Leaders

CPA-CFO provides financial expertise for rapidly growing early-stage companies. We are the region's leading source of interim financial management specific to the startup industry.

Whether you are in need of an interim boost in expertise to handle an acquisition, assistance with an employee transition, or additional accounting support. CPA-CFO can help provide CFO strategy, financial analysis, and accounting to fill any gaps immediately. We’ll work with you to accommodate your specific needs, from short-term projects to ongoing support.

Finance & Accounting Services
  • Account Reconciliations
  • Month-End Close
  • GAAP Compliance
  • Billing & Invoicing
  • Profitability Optimization
  • Payroll Services
Controller & FP&A Support
  • Financial Reporting
  • Cash Flow Projections
  • SOX Compliance
  • Process Development
  • Software Implementations
  • Budgets & Forecasts
CFO / COO Strategy
  • Pitch Decks & Investor Materials
  • Exit Strategy
  • Financial Models
  • Pre-Acquisition Diligence
  • Regulatory Compliance
  • Long Term Strategic Planning

How it Works

Our team consists of the upper echelon of financial talent, ensuring you are partnered with a specialized expert.

Consultation

By identifying your goals and pain points, our financial consultants discover your business's current people, process, and platform needs.

Matchmaking

We match you to the exact financial experts you need based on experience and technology fit.

Project Kickoff

We facilitate kickoff, and your team of experts provide continuous, on-demand support, and deliverables.

Ongoing Support

Our executives help you drive growth. We stay with you every step of the way.

Supported Software