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Outsourced CFO

Senior finance leadership, scaled to your business.


A fractional CFO — backed by the team that keeps your books, tax, reporting, and payroll running as one. Get clear numbers, stronger decisions, and a finance function built for your stage, whether you're a growing business, a venture-backed startup, a family office, or an organization that needs experienced CFO and Controller leadership.

Talk to the CFO team Find your fit

Four ways we plug in


One model, tuned to who you are.


The same senior bench, scoped differently depending on what your business needs from finance. Start where you fit.

Segment 01

Small & mid-sized businesses

A full finance function — bookkeeping, tax, reporting, and a CFO — without the headcount, in clear monthly packages that grow with you.

Explore SMB CFO Segment 02

Venture-backed startups

Investor-ready finance from pre-seed to Series A and beyond — modeling, SaaS metrics, runway, and a data room that survives diligence.

Explore startup CFO Segment 03

Family offices

Coordinated CFO, accounting, and reporting across a family's businesses and entities — where privacy, continuity, and judgment matter most.

Explore family office CFO Segment 04

Middle-market & public companies

Experienced CFO and Controller leadership for PE-backed portfolio companies, traditional search and ETA companies, middle-market businesses, and smaller public companies navigating growth and complexity.

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What an outsourced CFO does


The senior work, without the full-time hire


Whatever your stage, the core of the role is the same: turn your numbers into decisions, and keep the finance function running underneath.

  • Financial planning, modeling, and forecasting
  • Cash flow and liquidity management
  • Management reporting and KPIs
  • Budget-to-actual performance analysis
  • Board, lender, and investor reporting
  • Capital and strategic decision analysis
  • Finance function leadership
  • Bookkeeping, tax, and payroll coordination

The Numera model

One team, one set of numbers.

Because the books, the taxes, the payroll, and the forecast can all run on the same Numera team, the numbers you plan with and the numbers you file never tell two different stories. That's the difference between a CFO bolted on top of scattered vendors and a finance function that actually works as one.

You get A dedicated CFO and a team that already has your books, tax, and reporting in hand.

You skip Reconciling three vendors, chasing month-end, and hoping the numbers agree.

How it works


From first call to operating rhythm

Tell us about your business

Share your stage, your numbers, and the decisions ahead. We respond within 24 hours.

We scope the right level

We define the work and the fee up front — no open-ended retainers — matched to what you actually need.

Your CFO team plugs in

A dedicated team runs the finance function and steps up as your business grows.

Not sure which fits? Start here.

Tell us about your business and the decisions ahead. We'll point you to the right level of support and respond within 24 hours with a clear scope.

Talk to the CFO team Jump to a segment: SMB, Startups, Family Offices, or Middle Market.
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