CFO & Accounting Services for Financial Services Firms

We’ve founded and scaled firms across the private equity, hedge fund, and market research industries. We know what it takes and have purposefully designed our services around strategic guidance, regulatory compliance support, and financial planning, enabling your firm to achieve stability, scalability, and long-term success.

Get Your Finance Score

The Financial Services Sector Demands Specialized Advisory & Expertise

In the financial services industry, managing risk, adhering to regulatory standards, and maintaining profitability can be a complex web of processes, platforms, and strategies.

Our team understands the nuances of financial services firms and offers specialized CFO and accounting solutions that help streamline operations, improve financial reporting, and maintain compliance, enabling you to focus on growth, your portfolio, and client service.

Whether you're in asset or wealth management, insurance, investment banking, or fintech, our expert team provides the financial oversight you need to thrive.

Comprehensive Support for Financial Services Firms:

Cash Flow Management

Efficiently manage liquidity and capital to support headcount and sustainable growth while navigating the unique cash flow needs of your firm.

Risk Management

Implement risk management strategies to ensure the financial stability of your firm and safeguard against volatility in the market.

Financial Reporting & Analysis

Deliver timely, accurate financial reports to satisfy stakeholders and guide your firm’s decision-making processes.

Tax Strategy & Planning

Optimize your tax planning to reduce liabilities and ensure compliance with ever-changing tax laws.

Regulatory Compliance

Ensure your firm stays compliant with key financial regulations such as SEC, FINRA, Dodd-Frank, and Basel III, helping you avoid penalties and manage audits smoothly.

Mergers & Acquisitions

Receive expert advice and support for M&A activity, from valuation analysis to post-transaction integration.

Get Your Finance Score

What Our Clients Say

"The team at Till CFO is building something real — they're trusted partners helping us get our financial operations to where they need to be as we scale. Having a team that both understands the numbers and thinks ahead about systems and automation has been invaluable."

Drew Horner

Founder & CEO, Deliverzen

“You guys have done a great job. The level of service has been outstanding, and your ability to weave in technological solutions is a real competitive advantage. We’d love to keep working with you on future projects. I see all kinds of people who need your services.”

George Clark

Executive Chairman & Investor, Reframe Search Capital

"The team at Till CFO digs into the details in a way that actually makes a difference — whether it's a vendor expense breakdown, catching an issue with our R&D tax credits before it became a problem, or walking through a cash forecast that finally makes burn feel manageable. I've come to rely on them more over time, not less."

Jessie Jensen

COO, Skipify Inc.

Why Choose Till CFO?

Industry Specialization

Our team has extensive experience both leading and partnering with financial services firms, including asset and wealth managers, insurance companies, private equity, and investment banking firms.

Continuous Support

We offer ongoing CFO-level support, so you can focus on delivering value to your clients while we manage your financial operations.

Proven Results

We have a track record of delivering financial strategies that drive profitability, ensure compliance, and promote growth across an array of financial services firms.

Scalable End-to-End Solution

Whether your firm is looking to expand, raise capital, or improve profitability, our services are designed to scale with you.

Get Your Finance Score

Some of the Key Performance Indicators We Track for You

We help you measure, track, and improve the critical KPIs that drive success in the financial services sector

Return on Assets (ROA)

Measure the profitability of your firm in relation to its assets.

Return on Equity (ROE)

Track the efficiency of your firm in generating profits from shareholder equity.

Liquidity Ratios

Monitor your firm's ability to meet its short-term obligations and maintain financial stability.

Operating Efficiency Ratio

Evaluate the efficiency of your firm’s operations and identify opportunities for cost reduction.

Capital Adequacy Ratio (CAR)

Ensure your firm maintains sufficient capital reserves to mitigate financial risks and satisfy regulatory requirements.

Client Profitability Analysis

Understand which clients are the most profitable and optimize service offerings accordingly.

Our Approach

STEP 1

Discovery & Consultation

We begin with an in-depth review of your firm's financial structure, goals, and challenges.

STEP 2

Financial Health Assessment

Our CFO team performs a detailed assessment to identify areas for improvement, focusing on risk management, cash flow, and compliance.

STEP 3

Tailored Financial Strategy

We develop a custom financial plan, including regulatory compliance management, tax planning, and growth strategies.

STEP 4

Ongoing Financial Oversight

Till CFO provides continuous support, offering real-time insights and recommendations as your firm grows and evolves.

Frequently Asked Questions

What is an embedded finance team and how can they benefit my business?

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.

How does Till CFO determine which service tier is right for my business?

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.

What kind of businesses typically benefit from Till CFO services?

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!

How does the engagement process work with Till CFO?

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.

How can Till CFO assist with fundraising and capital raising efforts?

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.

How does Till CFO's service differ from the work done by my bookkeeper?

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.

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.

Get Your Finance Score

CFO & Accounting Services for Financial Services Firms

We’ve founded and scaled firms across the private equity, hedge fund, and market research industries. We know what it takes and have purposefully designed our services around strategic guidance, regulatory compliance support, and financial planning, enabling your firm to achieve stability, scalability, and long-term success.

Schedule a Free Assessment

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Comprehensive Support for Financial Services Firms:

Cash Flow Management

Efficiently manage liquidity and capital to support headcount and sustainable growth while navigating the unique cash flow needs of your firm.

Risk Management

Implement risk management strategies to ensure the financial stability of your firm and safeguard against volatility in the market.

Financial Reporting & Analysis

Deliver timely, accurate financial reports to satisfy stakeholders and guide your firm’s decision-making processes.

Tax Strategy & Planning

Optimize your tax planning to reduce liabilities and ensure compliance with ever-changing tax laws.

Regulatory Compliance

Ensure your firm stays compliant with key financial regulations such as SEC, FINRA, Dodd-Frank, and Basel III, helping you avoid penalties and manage audits smoothly.

Mergers & Acquisitions

Receive expert advice and support for M&A activity, from valuation analysis to post-transaction integration.

Explore Our Services

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