Fractional CFO Services

Senior financial leadership.
Without the full-time cost.

Part-time CFO services for startups, creative agencies, and growth-stage companies. Cash flow forecasting, fundraising prep, board reporting, tax strategy, and the strategic clarity you need to scale.

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CPA-Backed
Startup & VC Experience
Investor-Ready Reporting
Executive reviewing financial reports on laptop in modern office
The Problem

Your company is growing.
Your financials are lagging.

πŸ“‰

No financial visibility

You don't know your runway, your burn, or whether you can afford that hire. Decisions are made on gut, not numbers.

πŸ“‹

Investors asking questions you can't answer

Board decks are a scramble. KPIs are tracked in spreadsheets. You look unprepared when it matters most.

βš–οΈ

Tax surprises and compliance gaps

Multistate nexus, contractor misclassification, and missed R&D credits quietly cost you money and create risk.

The Solution

A CFO in your corner β€”
without the full-time cost.

We provide the financial leadership, systems, and reporting that investors and boards expect β€” at a fraction of a full-time hire.

Financial dashboard and analytics on laptop screen
1

Fractional Cost, Full-Time Impact

You get senior financial leadership without the $300K+ salary, benefits, and equity dilution. Pay for what you need, scale up as you grow.

2

Systems That Scale

From seed to Series B and beyond, we build financial infrastructure that grows with you β€” clean books, tight controls, and reporting that gets stronger every month.

3

Board-Ready from Day One

Monthly packages built for investor scrutiny. Variance analysis, KPI tracking, and forward-looking commentary that keeps your board informed and confident.

4

Deal-Making Support

Fundraising models, M&A diligence, cap table cleanup, and term sheet analysis. We speak the language of VCs and PE firms because we've sat on both sides of the table.

What We Do

The financial infrastructure
your company needs to scale.

πŸ“Š

Cash Flow Forecasting

13-week rolling cash forecasts, burn analysis, and scenario planning so you know exactly how long your runway is β€” and how to extend it.

  • 13-week rolling cash flow models
  • Burn rate analysis & runway projections
  • Best/base/worst-case scenario planning
  • Working capital optimization
🎯

Fundraising & Investor Prep

Financial models, pitch deck support, cap table cleanup, and diligence readiness. We help you tell a numbers story that closes rounds.

  • 3-statement financial models
  • Investor presentation support
  • Cap table & equity planning
  • Due diligence package preparation
πŸ“‹

Board Reporting & KPIs

Monthly board decks, financial summaries, and KPI tracking that give your board the clarity they need β€” and you the insights to act.

  • Monthly board-ready financial packages
  • Custom KPI tracking
  • Variance analysis & commentary
  • Annual budget & reforecasting
βš™οΈ

Financial Systems & Operations

We build the accounting infrastructure, reporting workflows, and internal controls that scale from 5 employees to 500.

  • Accounting system selection & implementation
  • Chart of accounts design
  • Internal controls & approval workflows
  • Month-end close process optimization
πŸ“ˆ

Strategic Planning & Analysis

Unit economics, pricing strategy, market expansion analysis, and M&A support. We turn financial data into strategic decisions.

  • Unit economics & LTV/CAC analysis
  • Pricing & packaging strategy
  • Market expansion financial modeling
  • M&A target evaluation & integration
⚑

Tax Strategy & Compliance

Year-round tax planning, not just April filing. Entity optimization, R&D credits, and multistate compliance to minimize your tax burden.

  • Quarterly tax planning & projections
  • Entity optimization (C-Corp, S-Corp, LLC)
  • R&D tax credit qualification
  • Multistate nexus & compliance
How We Work

A finance team embedded in
your business β€” not a quarterly vendor.

1

Continuous Monthly Operations

Bookkeeping & financial reporting, treasury & cash management, bill pay & payroll, proactive tax planning, risk mitigation & compliance, advisory & strategy check-ins β€” all running continuously so nothing falls through the cracks.

2

Your Dedicated CFO

An accounting & tax specialist, a business strategist, and a financial analyst β€” assigned to your company. Plus modern tools and insight into your numbers. Always one text away.

3

On-Demand for Big Moments

Fundraising support, M&A diligence, board prep, deal negotiation, and strategic pivots β€” we step up the moment a project calls for it. No new contract required.

Professional reviewing financial strategy documents
FAQ

Questions founders actually ask.

Most companies benefit from fractional CFO support between early revenue and growth-stage, or when preparing for a fundraising round. If you're spending more than 10 hours a week on financial questions, it's time. If investors are asking questions you can't answer, it's past time.
A bookkeeper records transactions. A fractional CFO analyzes them, forecasts the future, and advises on strategy. At BOH, we can handle both β€” but the value is in the forward-looking insight, not the backward-looking data entry.
Our fractional CFO engagements are priced as a fraction of full-time CFO cost. We also offer project-based pricing for fundraising prep or system implementations. The exact range depends on complexity, reporting frequency, and strategic involvement.
Yes. We help companies prepare for acquisition by cleaning up financials, building quality of earnings reports, and supporting due diligence. We understand what acquirers look for across various deal sizes.
Also at BOH

We also serve:

Testimonials

In their words.

BOH handles everything: budgeting, investor relations, business plans, & daily accounting. They've been our financial partner for years, freeing us to focus on creativity knowing every dollar is accounted for.
Mike Barnett
Founder @ Novelty Hat LLC
BOH supported us at a crucial point as a pre-revenue startup. Their financial models and strategic insight helped us win a major contract, which secured our pre-seed. We recommend them to any early-stage team.
Josh Bain
Co-Founder @ Busie Inc.
Kyle is an outstanding CFO support resource with a strong focus in accounting and financial modeling. BOH will make it easy for you to implement efficient processes and build models that are critical for budgeting, forecasting and financial insight to grow with confidence.
Elliot Goldman
CFO @ RapidRatings International
BOH Financial has been an incredible partner in something that used to feel like a burdenβ€”my finances. I run a creative agency, and the last place I want to be is buried in spreadsheets.
Matthew Haimm
Founder @ Minerva Creative Co.

Ready to get your financials investor-ready?

Book a free 30-minute discovery call with Kyle Barnett, Founder. We'll review your current setup and show you exactly what needs to happen before your next board meeting or fundraising round.

Book Your Free Call

kyle@boh-cfo.com Β· boh-cfo.com

Get In Touch

Let's build your back of house.

Tell us where you are and what you need. We reply within one business day.

Talk to Kyle directly.

No sales team, no intake queue. Your first conversation is with the person who'd actually run your account.

Free consultation. No commitment, no sales pressure — just a straight read on what your situation needs.

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