We partner with leadership teams who are committed to scaling and are seeking top-tier financial expertise to fuel their growth.
Our services are best suited for:
Deep Industry Focus
We mostly work with companies in the following industries: FinTech, Financial Services, Non-Profit Organizations, Professional Services Firms (legal, marketing, architecture, recruiting, engineering, consulting, etc.), and SaaS & AI startups.
(However, we do work with a handful of companies outside these industries. Get in touch today to explore how we can support!)
Growth-Oriented Businesses
Companies with ambitious growth goals, such as scaling operations, expanding into new markets, launching new product lines, expansion via acquisition, or preparing for a major financing event or exit.
We position our client's finance functions as actionable value-drivers for their businesses (not cost centers).
Revenue Stage
Pre-revenue startups (have likely raised a Seed round) with ample capital and a focus on product development and early GTM strategy.
Early-stage companies generating revenues but needing more sophisticated financial structure and strategy to unlock the next phase of growth.
Companies preparing for Series A, B, or later-stage funding rounds, preparing for exit, or mature companies doing $5M+ in annual revenue.
Complex Financial Needs
Businesses that require more than basic bookkeeping or accounting for tax purposes. We go way beyond the basics to deliver a full suite of bespoke financial services.
From custom financial models, tailored advisory, growth strategy, stakeholder relations and more, we've got the business and financial chops to guide you through any kind of scenario.
Is Till CFO Right For Your Company? Explore the Companies We Partner With Below
Our services are best suited for:
- Pre-revenue companies (have likely raised a Seed round) with ample capital and a focus on product development and early GTM strategy.
- Early-stage companies generating revenues but needing more sophisticated financial structure and strategy to unlock the next phase of growth.
- Companies preparing for Series A, B, or later-stage funding rounds, preparing for exit, or mature companies with established and growing revenue.
We are the right partner for your business if you are facing one or more of the following challenges:
- Navigating Growth or Expansion: Your business is scaling, and you need expert guidance on cash flow, financial forecasting, and managing expenses to fuel growth.
- Preparing for Fundraising: You are getting ready for your next funding round and need to develop a solid financial plan, including investor-ready reports, valuations, and financial forecasts.
- Managing Complexity: Your company has outgrown basic accounting services and now requires a strategic CFO partner to help navigate complex financial challenges around hiring, pricing, compliance, taxation, financial restructuring, etc.
- Optimizing Cash Flow: You’re looking to optimize cash flow management to ensure liquidity while investing in growth or managing operational expenses.
- Maximizing Profitability: Your business is generating revenue, but you need a financial partner to identify inefficiencies, improve margins, and drive profitability.
- Planning for an Exit or M&A: You are considering selling, merging, or acquiring other companies, and need expert M&A advisory and financial planning.
While we work with a wide range of businesses, our services are not always suitable for:
- Early-Stage Companies Without Funding: If your company is pre-revenue and not yet focused on securing funding or scaling, you likely don't need our full suite of technical accounting and CFO services at this time.
- Small Businesses Without Growth Aspirations: We specialize in companies with growth potential. If you're satisfied with maintaining your current size and operations, you may not require the strategic financial services we offer.
- Businesses Looking for Only Basic Bookkeeping: Our expertise goes way beyond bookkeeping services. If you're only looking for someone to manage day-to-day bookkeeping and closing the books out each month, we may not be the best fit, and can recommend you to firms that specialize in this work. While bookkeeping is part of our core service offering, it is a small fraction of the work we do on behalf of our clients.
Every Till CFO engagement begins with a clear view of where your financial function stands today, and where it’s falling short. Our embedded CFO team conducts a comprehensive assessment to uncover gaps in visibility, decision-making, and forward planning.
From there, we align on what actually matters: the decisions ahead of you, the complexity you’re navigating, and the level of financial leadership required to support it.
Whether you’re scaling quickly or operating at size, the question isn’t experience, it’s whether your current financial structure can keep up with where the business is going.
