Fractional CFO for SaaS
Fractional CFO services for SaaS companies.
A senior finance lead in your business every month: the forecast, your burn and runway, the numbers your board and investors read, and the plan for your next raise. The books and the tax return are handled underneath, from the same numbers.
What the seat covers
- A forecast you steer by, updated every month
- Burn rate and runway, known before anyone asks
- Board and investor reporting, ready before the meeting
- Funding readiness: the model and the numbers behind your raise
- Cash management and what each new hire does to runway
- SaaS unit economics: ARR, NRR, CAC payback and gross margin
- Budget vs actuals and FP&A for the operating plan
- 409A support: the financials your valuation provider asks for
Because the same team closes your books, the forecast starts from what actually hit the bank, and every number in the board deck traces back to the general ledger.
Revenue that holds up in diligence
- Bookings, billings and revenue reported separately
- ARR and MRR bridges that tie to recognized revenue
- Annual prepayments and setup fees recognized under ASC 606
- Deferred revenue schedules a diligence team can follow
The full financial suite
Most companies we sit with need more than the forecast. The seat covers the rest of the finance function too, priced on your first call. New subsidiaries are set up when your structure needs one.
- Entity compliance management: annual reports and franchise taxes in every state, registered agent coordination, good standing monitored, foreign qualifications, one compliance calendar
- Multi-entity consolidation with intercompany eliminations
- Payroll: runs, tax filings and year-end W-2s
- HR and benefits administration
- Cap table and 409A support
- Banking and treasury setup: accounts, controls, approvals and cash sweeps
Project work, scoped and quoted
One-off work outside the monthly plan, quoted on your first call.
- R&D credit study
- Payroll setup
- Seed and Series A raise prep
- M&A and due diligence support
- Data room build
- 409A coordination
- Audit prep
- Accounting software migration
- Entity formations (new subsidiaries and holding structures)
- Offer in Compromise (IRS)
Do I need a fractional CFO or a bookkeeper?
A bookkeeper records what happened. A fractional CFO uses those numbers to decide what happens next. Here you get both: the books and the tax return underneath, the CFO work on top.
What does a fractional CFO cost?
The monthly plans, Plus through Executive, are on the pricing page. An embedded fractional CFO is priced on your first call from the role's time and responsibilities.
Can you work with our existing bookkeeper or accountant?
Yes. We can sit on top of them, or take the books over if that's cleaner.