Strategic CFO Services

We provide expert CFO guidance to growing companies and are a full-cycle partner (from startup to M&A). We stress good results. Our success depends on close coordination with our clients – working as an extension of their team to achieve goals.

Driving Business Performance

We blend investor perspective with operator discipline. Helping founders raise capital, execute M&A, and build investor-grade businesses while maintaining tight and precise financial operations.

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Fundraising & M&A Support

We are a deal-time CFO with $800M+ in capital raise and transactions experience. We run data rooms, support due diligence, build credit packets, and guide founders through negotiations with discipline. We focus on preparation and flawless execution, so you enter every capital event with confidence.

Financial Operations Oversight

We ensure your financial operations run with precision and discipline. From working capital and cash management to inventory, contracts, and 3PL oversight, we manage the details that protect liquidity and strengthen the balance sheet. Our goal is to keep operations lean, efficient, and aligned with long-term growth.

Demand & Margin Planning

We identify the levers that expand margins and improve cash flow. Whether through merchandising, vendor negotiations, and/or OPEX efficiency, we help founders drive cost discipline and efficient growth. Our approach ensures every decision ties back to business performance and value creation.

Strategic Finance Leadership

We guide founders through performance improvement, pricing and expansion, and capital structure strategy. We support board communications, strengthen governance, and lead restructuring with discipline—ensuring strategy converts into lasting value.

What are the next steps?

We understand the pace and stress of running a growing brand. We align with your needs and provide financial guidance to help you win.

What to expect next? We will:

1

Review your financial statements

2

Complete an in-depth analysis (pro bono)

3

Discuss our recommendations

4

Evaluate partnership scope

What are the next steps?

We understand the pace and stress of running a growing brand. We align with your needs and provide financial guidance to help you win.

What to expect next? We will:

1

Review your financial statements

2

Complete an in-depth analysis

3

Discuss our recommendations

4

Evaluate partnership scope

"FinanceWithin has gone above and beyond in creating pristine financial hygiene and a solid accounting foundation for our business.  Their precision along with a proactive approach to identifying opportunities, has been extremely instrumental in setting us up for growth and success."
Morgan
Founder and CEO

From Startup to M&A, We Drive Results.

We partner with founders and leaders to accelerate impact and unlock enterprise value across the full business lifecycle. Our team brings blue-chip experience, integrated capabilities, and the speed to execute when it matters most. As disciplined operators and trusted advisors, we drive performance from early growth through capital events and beyond.

Schedule a Free Consultation

We Help Clients Build Investor-Grade Businesses

FP&A

Cash flow forecasting, financial modeling, budgeting strategies, cost control, KPI dashboards, scenario planning, debt management.

HR Services

Recruiting, comp and incentive planning, org design, leadership coaching, legal compliance, onboarding, change management, , termination, handbook.

Accounting Services

Controller level monthly close, investor-ready financial reporting, supporting documentation against each close, AP, support on setting internal controls.