Tailored CFO & Accounting Solutions for FinTech Startups

We draw on our many years of experience operating and investing in the FinTech ecosystem to empower our clients with expert financial leadership and capital stewardship.

Why FinTech Companies Need Specialized CFO Services

The fintech industry is growing and changing rapidly, with unique challenges such as regulatory compliance, fast-scaling operations, innovative funding models, and complex capital stack structuring.

Our team at Till CFO understands these complexities and is committed to delivering bespoke financial strategies that empower these kinds of companies to adapt and thrive.

Comprehensive Finance Solutions for FinTech Startups:

FinTech Accounting

Streamline accounting processes tailored to subscription models, payment processing systems, and more.

Cash Flow Management

Manage liquidity and bridge the gap of lengthy sales cycles with precision to support scalable growth.

Financial Planning

Develop financial models and forecasts that align with your growth trajectory.

Regulatory Compliance

Ensure compliance with industry-specific regulations like SEC, CFPB, and global fintech standards.

Fundraising Support & Investor Relations

Assist with capital raising through strategic planning and connections with key investors. Create robust reports and manage stakeholder expectations.

M&A Advisory

Guide the company through mergers, acquisitions, and strategic partnerships to achieve optimal exit outcomes.

Why Choose Till CFO for Your FinTech?

Deep Industry Knowledge

We’ve learned the hard way so you don’t have to. We have a wealth of expertise gleaned from founding, operating, exiting and structuring investments in early-stage fintech companies.

Dedicated Full-Stack Team

Our team of seasoned CFOs, Analysts, Controllers, and Treasurers act as an extension of your team, providing you with guidance and support customized to your company’s unique needs.

Proven Results

We’ve helped several fintech companies optimize their financial operations, raise capital, achieve sustainable growth, and realize successful exit outcomes.

Scalable End-to-End Solution

Whether you’re a startup or a mature fintech business looking to scale, our team and platform are designed to grow with you and meet you where you are.

Some of the Many KPIs We Help you Track and Improve

Our team helps you measure and improve the metrics that matter most to your fintech business and investors:

MRR/ARR Growth

Track and optimize Monthly Recurring Revenue and Annual Recurring Revenue.

Customer Acquisition Cost (CAC)

Ensure your acquisition costs are sustainable.

Customer Lifetime Value (CLTV)

Maximize the value of each customer over time.

Churn Rate

Reduce churn to improve customer retention and drive growth.

Gross Transaction Volume (GTV)

Increase volume processed through your platform to spur top-line growth.

Regulatory Compliance Metrics

Track metrics that adhere to industry-specific regulations (i.e. AML, KYC, PCI, etc).

Interest Income

Generate increased revenue on loans, deposits, and other interest-earning assets.

Frequently asked questions

Here are some common questions we often receive from founders and business owners.

What is a fractional CFO and how can they benefit my business?

A fractional CFO 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.

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

Till 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's services?

Till’s services are ideal for businesses in the technology (especially SaaS, AI, and FinTech), professional services (consulting, legal, marketing firms), non-profit, and financial services sectors. Our clients typically have annual revenues between $1 million and $25 million and are looking to optimize their financial operations, secure funding, and scale their business.

How does the engagement process work with a fractional CFO from Till?

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 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 assist with fundraising and capital raising efforts?

Till’s fractional CFOs 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'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 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.