CFO Services designed for your expanding business

Accelerate your expansion with expert CFO support - from accurate budgeting to high-impact financial strategies.

Extensive strategic finance support

Our CFO services include:

For continuing support to grow your business

For securing your next layer of funding

Monthly Engagement

Ongoing CFO support, specific to your business. Depending on your needs, each month your CFO will:

Starts at 3 hours/month

Review your processes and
financial health
Enhance and maintain operating budget & financial forecast
Support vendor contract review & negotiations
Perform strategic analyses and provide recommendations for retention, sales efficiency, benchmarking and more

Annual Budgeting & Forecasting

Accurate forecasts and budgets built for you. Our CFOs will analyze your business drivers to create a custom forecast for:

Starts at $5,985

Employee expenses
Operating expenses and more

Fundraising Support & Strategy

A fundraising strategy from experts who’ve done it before. Our CFOs can assist you with:

Starts at $3,800

Overall fundraising approach and strategy
Comprehensive deck design, pitch narrative, and mock pitch sessions
Financial and market analyses

Bring in the expert CFOs to unlock more growth

Let's build up your business.

Accelerate your expansion

Build financial strategies and implement models that increase cash flow, and improve profitability—from sales efficiency, like LTV and CAC, to customer cohort analysis.

Gain control over your finances

Chart your company’s course with accurate budgets and forecasts. We create this brick-by-brick, from revenue to net income.

Steer clear of costly pitfalls

Establish the financial infrastructure and hygiene that will set you up for growth and impress investors, whether it's billing or expense reimbursement.

See what our clients say

Why growing companies rely on We Do Your Bookkeeping's CFO Services

Deep expertise

You’ll work with the best. Our team of experts have grown hundreds of businesses as former founders, finance execs, startup operators, and VCs—and they’ve raised over $1B collectively.

Custom financial support

We create sophisticated financial strategies that are relevant to your business and growth-stage. Having served over 1,000 companies, we pull insights and expertise across many industries.

High impact

Whether you need fundraising support or budgeting, you’ll get trusted, proven experts to help you unlock growth.

"WDYB has really helped us streamline our processes and make sure we are looking at the right data to grow our business. Having a fractional CFO available for strategic counsel has been a life saver for our start-up."

John, CEO of Covid Ninjas

Start We Do Your Bookkeping today

Signing up for We Do Your Bookkeping is easy. We think once you experience truly stress-free financial processes, you won’t want to go back.

Sign Up