Elevate Your Business with Fractional CFO Excellence

Strategic CFO guidance for early-stage success. Monthly progress reviews, expert insights, and seamless collaboration for accelerated growth.

Here are just a few of the companies I've assisted over the years.

Understanding Fractional CFO Services

You’ve established a thriving business, and now it’s primed for the next step. While financial performance is a priority, a full-time CFO may not be a practical fit at this stage. Enter Fractional CFO Services—the perfect solution. Our part-time CFO solution empowers ambitious businesses with premium financial expertise, growing with you and ensuring strategic management and financial stability throughout your expansion.

 

Services include:

Maintaining financial models, projections, and budgets, providing financial strategy to management, fundraising support and advisory, building out and maintaining financial infrastructure including AP/AR systems and accounting systems, cap table management, 409a valuations, compensation and pricing analysis.

Benefits

Focusing on growth

Accelerate your growth

Dedicated, experienced early-stage CFO Strategic kickoff meetings to align business objectives Monthly financial reviews to track progress and identify growth opportunities Seamless integration with your team for a cohesive partnership.

Avoid costly pitfalls

Set up a robust financial infrastructure and practices tailored for growth, leaving a lasting impression on investors—from billing processes to expense reimbursements.

Increase control over your finances

Map out your company's trajectory with precise forecasts and budgets. We construct this step-by-step, covering everything from revenue to net income.

Testimonials

Hear what my clients say about me

I hired Patrick for a business consultation. He asked great questions and was able to provide valuable advice and constructive feedback. His professionalism, knowledge, and genuine interest in my business left me impressed. Highly recommend!

SaaS startup

Pat was great to work with. Highly Recommended!

SalesboxAI

Patrick is exceptional! He is the best at what he does, and I would definitely recommend and hire again!

Private startup

Patrick, is a seasoned fractional CFO, with deep knowledge of the startup space. He spends time upfront understanding your business goals, and then does an excellent job of delivering high quality, on-point work. He is courteous, professional, articulate, collaborative and was truly a pleasure to work with. We look forward to working with him again!

Financial Model and Pitch Deck for Seed Financing

Patrick is excellent at what he does. We will definitely hire him again when new work is available.

Hoopmessenger.com

Explore more reviews on my Upwork profile

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Contact me to learn more about my services and options for your startup!
Or just get some questions about fundraising answered for free!