ScaleWithCFO offers a fixed monthly retainer and provides ongoing CFO support whenever founders need it. This includes everything from financial modelling and investor call preparations to exit planning, monthly reports, and finance reviews - ensuring founders have the support they need without worrying about billable hours.
ScaleWithCFO has hands-on experience in every aspect of a company’s finances. From bookkeeping and optimising financial systems to budgeting, forecasting, fundraising, exit planning, and due diligence, we’ve done it all. Whether it's high-level strategy or day-to-day financial operations, nothing gets overlooked - including planning for long-term growth.
We don’t just analyse numbers - we actively fix them. That means restructuring your chart of accounts to SaaS/Tech standards, reviewing financial data for accuracy, categorising expenses correctly, and ensuring VAT codes are properly recorded. We also refine your finance system to provide the detail needed for smarter decision-making - helping both you and your investors stay ahead.
Know when your company might run out of cash, how efficiently you use your resources, and the cash impact of every decision - such as hiring, increasing ad spend, expanding into a new market, etc.
Find out how much you need to raise to reach your next milestone while ensuring you don’t give up too much equity. Get a proper financial modelling that you understand and investors love it.
No more time wasted on spreadsheets with numbers that don’t make sense and constantly change. Get a proper monthly report with forecasting, budgeting and graphs that clearly show how your business is performing and how far you are from reaching your ambitious milestones.
Founders often discover financial issues too late - when investors dig in during fundraising, board meetings, or exits. Be confident in your finance numbers.
This is a 30-minute video call on Zoom to explore your financial goals and challenges, and how ScaleWithCFO can address them. The call will include an introduction to our expertise, a discussion tailored to your needs, and a roadmap for the next steps.
It might look exhausting to have an hour call at the beginning but truth is that this is the most important area because you can't do any forecasts, financial planning, etc. if you don't understand what is the founder business and personal plans, learn about the business, competitors, their product or service etc.
After signing the engagement letter and completing AML checks, ScaleWithCFO spends around 30 days optimising your finances to SaaS/Tech standards, focusing on cost optimisation, KPI setup. Almost all the time the financials are super messy without founders knowing about it.
The next 60 days are for strategic planning and forecasting. The plan is customised to founder needs because every business is different. Maybe founder need to prioritise the fundraising, need a financial modelling, have to implement some new finance tools to make the finance system more efficient.
