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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.
Understand exactly how much to raise to reach your next milestone without giving up too much equity. We build financial models you can explain clearly and investors actually trust.
Stop wasting hours on spreadsheets with shifting numbers. Get accurate monthly reports with forecasting, budgets, and simple graphs that clearly show how your business is performing - and how far you are from your goals.
Founders often discover financial issues too late - during fundraising, board meetings, or exits. We help you spot and fix these early, clean up your data, and feel fully confident before the questions come.
See where money is leaking, how to increase margins, and how your decisions affect profitability - before they become problems.
Planning ahead adds hundreds of thousands to an exit. We map out what needs to happen each quarter to hit your target valuation - and help you stay on track.
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.
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.
