At Fulton Advisory, our outsourced CFO Services give founders access to an experienced Chief Financial Officer (CFO), at a fraction of the cost of a full-time CFO.
What are CFO Services?
Clients are assigned one CFO from our team, based on level of expertise within the client’s industry. Our CFOs become trusted members of our clients core team, and provide all the functions and responsibilities of a full time CFO. Our CFO Services focus on profitability, cash flow management, and forecasting.
The strategic financial acumen a CFO will bring to a leadership team is invaluable for both strategic planning and execution. The days of finance leaders simply reporting results are over, our part-time CFO Services analyze and leverage analytics to produce business intelligence so founders can make better decisions in the future. Our CFOs will work with your Board and Investors and help you raise and deploy capital to scale your business profitably.
Benefits of CFO Services
Why Do You Need Them?
Beyond helping you enhance profitability and cash flow, having an experienced CFO is critical when it comes to raising capital, as well as planning for and executing on an exit from your business. Our CFOs will help build infrastructure and focus on the key metrics that will increase your valuation.
Fulton Advisory's CFO Service Offerings
FAQ - Frequently Asked Questions
Most clients have annual revenue of $2 - $10 million, though we also work with some pre-revenue businesses and have clients with revenues over $25 million a year.
- Our CFOs intentionally have broad experience across a variety of industries, to offer domain expertise regardless of the client
- Minimum bachelors in Accounting or Finance, most with Masters in Accounting or MBA
- 10+ years of experience; in public accounting, blue chip corporate finance, or working with venture stage companies
- CPA certified
- Our outsourced CFO Services start as low as $750 per month, and increase depending on the business needs of the client.
We like to have a recurring weekly or bi-weekly touch point on the calendar with clients, but consistently communicate with our clients via their preferred channel; slack, text, e-mail, zoom, etc.