An embedded finance team provides high-level financial expertise on a part-time or project basis, offering strategic financial guidance without the cost of a full-time CFO. They help with financial planning, cash flow management, fundraising, and strategic decision-making, making them ideal for businesses that need expert financial management but cannot justify a full-time CFO hire.

Till CFO conducts an initial consultation to assess your business’s financial needs, growth stage, and strategic goals. Based on this evaluation, we recommend the most suitable service tier — Build, Grow, or Scale — to ensure you receive the appropriate level of financial support and expertise.

Till CFO's services are ideal for businesses in the technology (especially SaaS, AI, and FinTech), professional services (consulting, legal, marketing, etc.), non-profit, and financial services sectors. Our clients typically have companies at a growth inflection point and are looking to optimize their financial operations, secure funding, and scale their business. However, we do work with a handful of companies outside these industries. Get in touch today to explore how we can support!

Engagement begins with an initial consultation to understand your business needs. Following this, we tailor a plan specific to your requirements and assign a dedicated team of financial experts led by a CFO partner or controller. Regular meetings and continuous support ensure that your financial strategy aligns with your business goals. The frequency and depth of these interactions depend on the service tier selected.

Till CFO's partners bring extensive experience in preparing businesses for fundraising. This includes creating compelling financial presentations, developing an equity story, optimizing financial structures, and supporting negotiations with investors. Our goal is to ensure you secure the necessary capital efficiently and on favorable terms.

While bookkeepers handle essential tasks such as recording transactions, managing payroll, and reconciling accounts, Till CFO provides strategic financial leadership. Our CFOs offer high-level financial planning, strategic budgeting, capital raising guidance, risk management, and performance analysis— services that go beyond the scope of typical bookkeeping. This strategic oversight helps businesses make informed decisions, optimize growth, and navigate complex business challenges. That being said, we do offer comprehensive bookkeeping and accounting services for growing companies in support of our embedded finance system.