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, or a family office.
Three 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.
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 02Venture-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 03Family offices
Coordinated CFO, accounting, and reporting across a family's businesses and entities — where privacy, continuity, and judgment matter most.
Explore family office CFOWhat 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 getA dedicated CFO and a team that already has your books, tax, and reporting in hand.
You skipReconciling 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, or Family Offices.