Strategic financial leadership when you need it. Financial strategy, fundraising support, and board-level reporting. Serving businesses in Raleigh.
• Strategic partner to pressure-test your business model
• Board-ready reporting and investor materials
• Fundraising support from due diligence to close
• Expert guidance on unit economics and scaling
Venture-backed companies are managed against runway, not profit, and the reporting calendar is set by people outside the company. What a startup CFO owes you is a defensible number for how long the current plan funds, a board pack that reconciles, and no surprises in diligence.
An outsourced CFO is a function, not a person. You are buying senior finance judgment plus the team underneath it that does the work — the controller who owns the close, the accountant who codes transactions, the analyst who builds the model. That distinction matters the first month a board deck is due the same week as the close. A fractional CFO, who is one person selling you a slice of their calendar, has to choose. An outsourced CFO function does both, because the close never sat on the CFO's desk to begin with.
Flat monthly fee scoped to reporting cadence, entity count and forecast complexity — the deliverable is a working finance department, not a number of hours.
CFO oversight sits in our Expand tier. Comparing this to a $5,000 fractional retainer is misleading: that retainer plus a bookkeeper plus your own time coordinating both is the same money with more overhead landing on you.
See full pricing →You're so focused on operations you can't think strategically about finance.
✓ Dedicated strategic advisory to own your financial direction
Preparing for board meetings is stressful and time-consuming.
✓ Professional board packages and presentation support
You don't have the materials or metrics investors expect.
✓ Investor-ready financials and pitch support
Deep dive into your financials and strategic goals.
Develop financial strategy and reporting cadence.
Ongoing strategic support and stakeholder management.
We tailor our approach to the unique needs of your business.
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Burn rate, runway, investor reporting. We understand the unique financial challenges of startups businesses in Raleigh.
Based in Boston, we work with companies across the country.
Looking for CFO Advisory services in Raleigh, NC? We serve businesses throughout the Raleigh metro area with expert financial support.
Answer a few questions and we'll recommend the perfect service level for your business.
Find My Solution →Six months out. Month six is cleaning historical books and resolving unreconciled balance sheet accounts; month five a sales tax nexus study; month four cohort analysis and the GAAP-to-ARR bridge; month three contractor classification and IP assignment; month two assembling the data room and having someone review it adversarially. Done on that timeline, diligence is administrative rather than an emergency.
Start the raise with 12 months, ideally 18. Rounds take three to six months from first meeting to cash in bank, and running below six months during the process is visible to investors and affects your terms.
A fractional CFO is one senior person selling you one or two days a month, and everything they produce is bounded by the hours you bought. An outsourced CFO is the whole function — CFO judgment plus the controller and accounting layers beneath it. Ask what breaks if this person is unavailable for two weeks. If the answer is "we delay a decision," fractional is fine. If it is "we do not close the month," you need a function.
Onboarding runs 30–60 days. The first two weeks are diagnostic — reviewing your chart of accounts, prior closes and systems. Expect the first clean close under the new process in month two, not month one.
The bookkeeping still has to happen, but it is included in the engagement rather than something you buy separately. Having a CFO do bookkeeping is the most expensive way to buy it — roughly five times the market rate for work a staff accountant does better.
Yes. We work with clients across the Southeast and nationwide. Our team operates in Eastern time and can accommodate your schedule.
