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AFFORDABLE SOLUTIONS

GROW YOUR BUSINESS

MORE PEACE OF MIND

EXPERT FINANCIAL SERVICES

WE MAKE FINANCE EASY.

Our services are on-site or virtual. Never pay for time you don’t use. We are an easy to work with, high energy service oriented team that tailors solutions specifically to your needs. As your business grows, we grow with you.

Fundraising

ExclusiveCFO can work with you to determine the right funding vehicles for your business industry and stage. Here you’ll find someone to talk to who has been through the process a number of times already. Learn More >

M & A

Support for Acquisitions, Divestitures & Exits  |  Learn more >   

Financial Plans & Reports

3-5 year strategic plans, Annual budget or operating plan, Periodic sales, spending, and cash forecasts  |  Learn more >

On-Demand CFO

An ongoing part time role, supporting the CEO with strategic and tactical financial matters such as planning, budget management, cost benefit analysis, forecasting, funding, risk management, financial processes & staff, reporting & metrics  |  Learn more >

Virtual Bookkeeping

Low Cost Satellite Office provides General Accounting, Accounts Payable, Accounts Receivable, Payroll  |  Learn more >

Cash Forecasting

Sales, EBITDA & Cash Forecasting on a regular basis for management & Board Presentations.  |  Learn more >

Free Consultation

Call 650-450-6130

Or Click Here

A message from our founder

Our Core Value here at ExclusiveCFO is Integrity, of People, of Data, of Reports.

Since its inception in 2008, ExclusiveCFO has been supporting entrepreneurs through middle market businesses achieve their near and long-term business goals.

All of our team members come from diverse cultural and industry backgrounds and have an extensive blend of experience to offer our clients.

I encourage you to take the first step in learning how we can help your company also achieve success through our smart financial services. Take advantage of our free consultation, so we can address all of your initial questions and take the first step to making your business more profitable.


Debra Snowdale
ExclusiveCFO Founder & Contract CFO
What being a CFO means to me >

We’ve worked with clients throughout the USA and across the globe. Here are some of the ways we’ve helped our clients achieve success.

CLIENT SUCCESS >
Brought 5-year audit to conclusion with issued clean financial statements
Advised and facilitated separation of two companies and its employees, retaining the best talent for my client
Sourced and managed Procurement Specialists for reliable manufacturable products, Contract Manufacturing & In-House
Right-sized global $80M private company for PE, implemented management information, reduced cash burn, supported breakout growth
Strengthened contracts and non-disclosures. Evaluated sites for facility move, lease renegotiation
Analyzed rapid growth needs, raised Growth Capital Loans, managed Cash Conversion Cycle to minimize burn.
Analyzed Gross Margins pinpointing areas to improve

WHAT OUR CLIENTS SAY

Debra is one of the few people I trust to jump in, conduct a quality assessment and then bring insightful recommendations to the finance function. She has on multiple occasions worked with me and very different management teams to bring a sense of reality, confidence in our understanding of the current state and stability to the finance function. Debra always brings clarity and informed recommandations and contributions to dificult management decisions. I recommend that you engage Debra and enjoy the refreshing feeling of having a finance professional on your team that you can trust. Then leverage her experience to accelerate your business.

Dermot Mee
VP Business Operations Singularity University
(Previously at Baynote)

Debra has strong leadership skill as well as strong technical skill. She led the organization through strategic visioning, multitasking and priority setting. She was also hands-on and was always there to advise on technically accounting topics.

Taya Zhou
Global Revenue Controller at Western Digital Corp

I’ve been working with Exclusive CFO since 2010 on a variety of startup company projects that desperately needed financial help.  ExclusiveCFO has delivered every single time – whether the project involved financial planning, on-demand CFO services, M&A, or HR support – they got the job done efficiently and cost effectively.  They’re my go-to whenever we need financial help.

Beatriz Infante
CEO BusinessExcelleration
https://businessexcelleration.com/

Debra is an experienced CFO who provided the executive team with operational guidance and support through fundraising and during our transition to a full-time CFO. She began the restructuring of the finance team and improved core financial processes to prepare us for significant growth. She asks hard (but important) questions and always provides direct, practical recommendations. She is particularly energized by startups poised for rapid growth who need to establish a high functioning finance function.

Carin Watson
EVP Learning & Innovation at Singularity University

Every single time we need to solve things, we have always been able to depend on ExclusiveCFO. Debra has guided us with solid Financial & Management Advice, specially at early stages. Her virtual team has taken care of all administrative matters from bookkeeping to taxes. Most importantly Debra has supported us through the fundraising process with great success on our Angel Rounds and Series A.

Felipe Servin
CEO YoAmo Media

Debra has been instrumental in the accounting, finance, and fundraising aspects for Middle Peak Medical. She is very accessible, hard working and detail oriented and at the same time, very easy to get along with.

Alex Khairkhahan
Founder, Managing Director and CEO at Middle Peak Medical