Our Services

About Us

ExclusiveCFO provides customized financial services as needed by Silicon Valley on-demand Accountants & Analysts. We utilize special Bookkeeping technology in our lower cost satellite office, on our platform or yours. We have an extensive network of vetted professionals in all fields of Legal, HR, IT, Procurement, and more.

Our Process

Financial Planning

Planning is key to long-term success. The business may not hit the Plan (maybe you’ll exceed the plan!), but without one it’s impossible to know how pricing, hiring and other decisions will affect financial results and the cash balance. Important considerations include:

3-5 year strategic plans
Annual budget or operating plan
Periodic sales, spending, and cash forecasts
What-if analysis and financial modeling

Financial Reporting

Planning is great, but how is the business actually doing? What are the key metrics to monitor the health of the company? What keeps you up at night? How will investors look at your business? What can you do to drive improvement?

Don’t let your financial data get stale and go to waste. We can provide:

Live real-time financial dashboards
No waiting a month for last months results!
Financial results v budget, with explanations and plans to get on track
Ready to hold your management team fiscally accountable?
Custom reports specific to your business to analyze your risks and opportunities
Prefer charts, tables, one-page? Get the information you need the way you want it

Recent Achievements For Clients

Strengthened contracts and non-disclosures. Evaluated sites for facility move, lease renegotiation

Analyzed Gross Margins pinpointing areas to improve

Analyzed rapid growth needs, raised Growth Capital Loans, managed Cash Conversion Cycle to minimize burn.

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

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

WHAT OUR CLIENTS SAY

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 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)

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 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

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

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

FREE CONSULTATION

650-450-6130

Through our extensive network we can provide more than just accounting and finance, we have access to legal, valuation, hr, procurement and other experts.Contact us today to schedule a free consultation to answer your initial questions and discover all the ways we bring value to your company.

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