Till OS Infrastructure: Active

Not sure if your business is a fit for Till CFO?

We work with a select group of clients outside of our core industry verticals and could be a good fit for your company, too. Our team has a range of experience and expertise, giving us the unique ability to serve a variety of business models, industries, and needs.

If your company is at an inflection point and you're looking to level up your finance function, let's chat.
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You can schedule an introductory call HERE or send us a message by submitting the form. Our team will be in touch shortly.

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Our Proposal Process: What to Expect

We want to develop a deep understanding of your business and the goals, challenges, and strategies you’re working on to ensure our expertise matches your needs.

We also know how valuable your time and energy is, so we want to ensure that you have an efficient, yet comprehensive assessment experience that helps you make the best decision for your business.

With these two things in mind, our proposal process is designed to ensure mutual fit and give you valuable insight into your business and finance needs, regardless if you decide to work with us.

1-hour Assessment Call with a CFO

Talk through current business challenges and finance pain points.
Discuss company strategy and goals.
Determine level of embedded finance support needed.

Custom Proposal

Receive a fixed-fee proposal reflecting your company’s exact needs.

NOTE: Our service tiers are tailored specifically to your business. If you think you fall somewhere in between tiers, or don't need every item within a tier, don't worry. We'll work with you to customize an engagement that covers all your company's accounting and finance needs.

Kick off!

Decide to work with us? Great! We’re excited to roll up our sleeves and partner with you!

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.

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