Frequently Asked Questions
Answered by ExclusiveCFO founder Debra Snowdale…
As a CFO Consultant I have about half a dozen clients at a time, ranging from very early stage to mid-cap. My On-Demand Accounting & Analyst Teams plus the Virtual Bookkeeping Teams scale to the needs of customers.
I’m based in the South Bay, I have clients from San Francisco to Los Angeles, Mexico and other countries wanting access to the US market. The Accounting Service has clients all over the USA. Investors we support are in all time zones!
60/40 virtual/in-person, varying based on the needs of the customer. Some customers are completely virtual, some need more in-person collaboration.
Examples include Tile and BH Cosmetics.
I work with private companies in all stages across many industries. My sweet spot is really the service I provide given my background. From strategy & what that means in numbers, to fund raising, cash forecasting and runway management, to Dashboards, to right sized policies and processes.
Yes! Let’s work something out.
Depending on the stage and needs of the Company we can use an hourly rate, set fee, or other mixture of cash and equity.
I will be honest when you contact me, however generally the answer is yes, I have a support team in place to take care of time-consuming tasks, keeping me free to consult. The accounting and bookkeeping teams are structured to be completely scalable. You will never be charged for time you don’t need.
Yes. EG. ENXSuite, Baynote
BH Cosmetics, Shoe Lovers
Singularity University, ImmersivePro
ADAC Labs/Philips, Aruba
You don’t know what you are missing and the difference it can make to the odds of your success, until you’ve had it. Contact us for that free consultation, we can share some examples of the difference we can make.
Yes. For us to provide you forecasts and meaningful insights we need the accounting data to be real time, specific, detailed and very accurate. We always work closely with Accounting to ensure the data we rely on is clean.
Yes, I have a hand-picked high energy team of On Demand local Accountants and a remote virtual bookkeeping team. We can take all your processes to the cloud, providing a paperless workflow.
As CFO, its big picture first, working down to the details. I would spend some time understanding the Companies business model, market, resources. It’s important to build a rapport with key people within the Company, on the Board, Investors and Banks early. This all gives me a roadmap, which we would prioritize together. My job is to make your job easier!
For Accounting, we’ve worked with Companies with no financial records, messy records and great records. We would start with an assessment of the current state and make recommendations. We can move as fast or slow as your budget allows and keep it simple and efficient for the Companies size and complexity.
Projects are always welcome, I love new challenges, let’s get to work!
