FRACTIONAL CFO & STRATEGIC ADVISORY SERVICES

Startup Consulting Services from Fractional CFOs

Partner With CPA fractional startup consulting services keep everything in motion so you can pivot, scale and accelerate to the next stage.

Use Startup Consulting From Fractional CFOs to Scale Smarter

Many early-stage businesses don’t have a full-time CFO, which leaves founders straddling finances alongside everything else. A CFO for startups can help you build value, keep your vision on course and add consistency and power to your financial operations.

Debt & equity financing

Identify opportunities, strengthen your business cases and enhance fundraising with financial visibility.

Investor relationship management

Build stakeholder trust with regular updates and on-demand financials to proactively preserve business value.

New market & strategic business planning

Focus your team on the things that drive growth:key business drivers, operational strengths and mission-critical metrics.

Forecasting & reporting

Put processes and tools in place to identify and model risk, opportunities and strategies for growth.

Compliance

Maintain the high compliance standards that investor-backed companies are held to.

“The bookkeeper we’re working with is wonderfully responsive and able to bring clarity even to our blind spots. She is already an important part of our team only one month in.”
– Jacquelyn C., Managing Director and Co-Founder

Trusted by Thousands of U.S. Businesses

From small businesses and startups to mature companies, our experts meet you where you’re at with the exact skills and experience you need. Here’s why we’re the preferred choice for businesses across the country.

100%

US-based talent

60+

industries served

250+

skill sets

15

avg. years of experience

SCHEDULE A CONSULTATION

Why Choose Our Services?

We provide expert financial solutions tailored to meet your unique business needs. From tax compliance to financial planning, we help you achieve your goals with precision and efficiency.

APPLY AS AN EXPERT

Raising Capital

Elevate Fundraising With Battle-Tested Startup Expertise

Debt and equity financing take a large portion of a founder’s bandwidth. Whether securing a loan or negotiating with venture capitalists, startup consulting services can help you fund your vision faster.

Outsourcing a startup CFO helps you:

  • Find the appropriate investors for your business and your long-term goals.
  • Prepare your narrative and know your numbers inside and out.
  • Ensure that financial operations and business-as-usual remain strong while you’re focused on raising capital.

Perfect Your Startup Fundraising Pitch

Preparation

Prepare the necessary reports for your VCs and get an outsider’s perspective on your story.

Pitch Deck

Surface convincing financial data to flesh out your story and make it compelling.

Post-Pitch

Use modeling and scenario planning to prove performance to your investors across all variables.

Investor Relations

Make a Startup CFO Your Point Person for Investor Relations

A regular cadence of communication inspires confidence and acts as a jumping off point for ideation and action. Your financial forecasts and reports are the currency of these conversations, especially in times of uncertainty, when stakeholders scrutinize even closer.
A fractional CFO can act as an investment relationship manager. Our startup consulting will help you:

  • Manage your strategy for liaising with stakeholders, including both current and prospective investors.
  • Align leadership, accounting and legal teams to centralize messaging on your financial data and strategy.
  • Maintain investor confidence by building transparency and communication around your valuation and continued growth.

PartnerswithCPA CFO consultants help you stay agile and prepared to meet investor demands or preserve your valuation. Learn how a CFO works to preserve business value and maintain your runway.

Maximize Your Tech & Efficiency

Future-proof your operations with tailored solutions for technology optimization. From assessments to AI-powered analytics, we help you achieve peak performance.

  • Ready-to-start
    expertise
  • Ready-to-start
    expertise
  • Ready-to-start
    expertise
SCHEDULE A CONSULTATION

Growth Acceleration

Uncover Opportunity With Additional CFO Services for Startups

In addition to fundraising, Partner With CPA CFOs can evaluate the health of your business and provide strategic guidance on process optimization, business planning and next steps.
Get support in planning and executing your next turn, whether it’s expansion, going public or entering an M&A deal.

  • Conduct the right due diligence for future business deals.
  • Establish the right KPIs and milestones for your growth strategy.
  • Build your forecasting and data muscle to drive decision making.
  • Assess your operational efficiency to save time, costs and compliance headaches.

Outsourcing with PartnerwithCPA

Why Should You Work With a Partner With CPA Startup CFO?

In addition to fundraising, Partner With CPA CFOs can evaluate the health of your business and provide strategic guidance on process optimization, business planning and next steps.
Get support in planning and executing your next turn, whether it’s expansion, going public or entering an M&A deal.

  • They understand startups.
    60% worked in high-growth environments
    20% have been business founders
  • They fill your gaps.
    55+ industries including VC/PE, healthcare, SaaS, real estate, IT, construction and more
    Tech proficiency in top accounting and business systems
    15 spoken languages
  • They perform at a high level.
    20 years average experience
    Verified experience at Fortune 500s
    1 in 5 hail from top U.S. banks

Help Center: Frequently Asked Questions

By default, this panel is concealed and appears when the user clicks on the section title. Input relevant information about its title using paragraphs or bullet points.

By default, this panel is concealed and appears when the user clicks on the section title. Input relevant information about its title using paragraphs or bullet points. Accordions can enhance the user experience when utilized effectively. They allow users to choose what they want to read and disregard the rest. Accordions are often utilized for frequently asked questions (FAQs).

By default, this panel is concealed and appears when the user clicks on the section title. Input relevant information about its title using paragraphs or bullet points. Accordions can enhance the user experience when utilized effectively. They allow users to choose what they want to read and disregard the rest. Accordions are often utilized for frequently asked questions (FAQs).

By default, this panel is concealed and appears when the user clicks on the section title. Input relevant information about its title using paragraphs or bullet points. Accordions can enhance the user experience when utilized effectively. They allow users to choose what they want to read and disregard the rest. Accordions are often utilized for frequently asked questions (FAQs).