On-Demand CFO 2019-02-04T23:19:03+00:00

High Energy CFO, Accountants & Analysts with a Service Mindset

Handpicked highly skilled consultants excited to work with you, virtual and on-site as needed. Pay for only the time you use, or ask about our set fee arrangements.

Common Scenarios That Benefit From Our On-Demand CFO Services:

  • Growth Strategies Advisor
  • We just raised our Series A and now we have a Board of Directors asking financial questions they didn’t seem to care about before. I need someone I can rely on to just handle all this stuff.
  • Our profit is higher than plan, why don’t we have more cash?
  • If I hit my bookings number why am I missing my revenue number?
  • My staff want to buy more equipment but I don’t know if we can afford it yet.
  • Product development is a quarter behind, how do I tell Investors while keeping their confidence? I don’t want them breathing down my neck even more!
  • We are arranging our first audit, but our books aren’t ready!
  • Now that we are funded and have first revenue, we need someone to advise us on the appropriate level of process vs flexibility for our size. We want to be ready to scale but not stifle creativity.
  • We are preparing our first formal budget to present to the Bank, can you help?
  • Are there software tools we could implement to automate some of this work instead of hiring more people?
  • Can you create some reports and train our Bookkeeper how to update them?
  • Do you know which bank, legal firm, tax advisor, etc is best for startups?

Real Life Examples

Here are examples of situations we’ve encountered and provided solutions for:

Ecommerce Client – CFO + Finance Team – Raised $10M Debt Capital with multiple bids, Implement Finance Tools & Process Transformation, Create Financial Reporting & Metrics, Inventory Accuracy Project, Procurement Project, Hiring new in-house team, Investment Banker Selection, M&A Process with Investment Banking Team for an exit,

Media Client – Virtual Backoffice – Bookkeeping, AP, Intercompany, Payroll, US Compliance, US GAAP Consolidation & Reporting to Mexico Accountant

SaaS Client – CFO – Reviewed & Reported Monthly Financial Results, Prepared Annual Operating Plan, Financial Modeling, Board Presentations

Ecommerce Client – CFO + OnDemand Half-a-Person Finance Dept – Multiple Seed Fundraising, Graduated Incubator, 100% paperless administration, HR, Pivot

Medical Device Client – CFO – Raised Capital in Germany & Switzerland, Incorporated New Parent Company in Germany, Reviewed & Reported Monthly Financial Results, Prepared Annual Operating Plan, Cash Forecasting, Board Presentations

Event Production Client –CFO + Remote Satellite Accounting – Bookkeeper Training, Cash Forecasting with What-If & Metrics, Gross Margin Analysis by Project, Identified areas to improve profitability, Leadership Team Presentations

Services Client – CFO + OnDemand Team – Series B $30M+, Finance Tools & Process Re-engineering, Staffing Reorg & Transitions, New Bank Relationship as Strategic Partner including LOC, Board Presentations, Startup Portfolio Management, Audit Management, Accounting White Papers, Revenue Recognition Hotline on Slack for Sales, Implemented first Distributed Budget Process implementing Adaptive Software, Implemented Sales & Cash Forecasting, Initiated Global Tax Planning with Big4 CPA, Managed Procurement & Travel Desk

MobileApp – CFO & Virtual Team – Most Successful Crowd Funding Campaign thru 2013 using Selfstarter, Graduated Incubator, Financial Modeling, High Growth

SaaS Client – OnDemand Controller

Gaming Client – OnDemand Technical Accounting & Audit Preparation Support to in-house Finance team

Telecommunications Client – Finance Advisor – Sold

Equipment Manufacturer Client – CFO – Funding in Canada with advantageous cash back on engineering spend, Follow-on fundraising, Supported CEO Transition