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Aria CFO Advisors

fractional CFO
services

Get the part-time CFO you need to support and grow your business.
From crafting financial strategies to building budgets, managing cash
flow, and raising capital, you’ll feel like you have a full-time CFO
without the in-house price tag.

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How it works

  • We handpick the
    right team for you

We learn about your business objectives and
customize a scalable solution with your
industry specific CFO and solve for ongoing
and one-time project demands with a plan that
fits your business.

  • We dedicate ourselves to become an expert in you

Our onboarding process is customized to fit you and your business. Honed over years of experience serving numerous clients, we ask the critical questions that zero in on your key risks and success drivers to ensure we become a trusted partner, fast.

  • We evolve with your business

Your needs are evolving as your business reaches new heights. Cashflows, key performance indicators, and financial growth strategy are necessities. Your dedicated CFO delivers the knowledge and tools to keep you at the forefront of your industry.

You may be a good
fit if you are…

An early stage company (Seed, Series A) looking for a price-effective solution that packages bookkeeping with lighter touch CFO support to ensure they have their bases covered

A later-stage company seeking support with external reporting to investors or boards and help in sharpening forecasts for budgeting or capital raises

An owner-operated family business looking to better understand their margins and cash flow or to help lay the groundwork for a potential future sale of the business

Looking for more in-depth Financial Planning and Analysis (FP&A) resources to help manage internal operations, avoid cash crunches and surface red flags faster

Reporting to the IRS on a cash basis, but interested in building accrual books to help them better understand the profitability and seasonality of their business

Our fractional CFO services
cover the following:

Financial projections and budgets

We help you build your business and prepare for the future with
financial reports, forecasts and budgets. We’ll assess your
business and build custom financial strategies to improve
profitability, minimize expenses, and strengthen your overall
growth.

Some of the services our expert CFOs offer:

  • Revenue forecasting
  • Cash flow management
  • Employee expenses and headcount planning
  • Annual and monthly budgets
  • Build custom financial strategies

Management Reporting

Get monthly reports covering essential financial metrics, cash flow
analysis and key performance indicators. Make better decisions and
be prepared for every board meeting.

Raising capital

Raising funds is stressful. Our experienced CFOs take the pressure off
by preparing you with the right financial reports and projections. We
are the advisory to drive your next capital raise.

If you are looking to raise capital, our CFO services can help. Here’s how:

  • Financial Modeling
  • The burn rate and runway
  • Pricing and cost analysis
  • Pitch preparation, investor decks, and business plans
  • Fundraising strategy

David is a unique find. Strategic and insightful as a long-term partner, detailed and ready to roll up his sleeves for our needs today. David is truly part of the culture at Team Stake.

— Rowland Hobbs CEO and Co-Founder of Stake

David was able to step in quickly and get up to speed on our business and was able to fully take over our financial reporting within 60 days. The reporting we get from Aria on a monthly basis enables us to make informed decisions about our business operations and strategy.  We are extremely pleased with the service and can’t imagine being able to find a comparable solution that is so economical.

— Allison Robin Co-Founder of Envoie Projects

David brings a flexible, hands on approach to client relationships. He and his team were able to leverage the knowledge they had gained through their fractional CFO support to build a fast, effective bridge from cash to accrual reporting and build a month-end close process that allows me to see and understand my business in a new way. I would recommend Aria if you are looking to bolster your financial operations and analytics with a cost-effective outside resource while in parallel valuing a team willing to adapt to your culture and systems.

— Austin Lo Founder of Peek Technologies

Aria CFO Advisors transformed our financial operations. When we initially struggled with transitioning to QuickBooks Online and GAAP compliance through a large firm, David and the Aria team stepped in. Not only did they meticulously organize our books, but they provided professional development to ensure our team understood the changes and could maintain them moving forward. Their expertise, attention to detail, and commitment extends beyond numbers—they empower business growth. Plus, Aria thinks in the context of the big picture: ensuring we appropriately plan for our eventual exit. Highly Recommend!

— Jay Steele CEO of FOCUS Learning

Contact Us

Have a question or concern, or need to reach out to us for 
specific information? Please fill out the contact form below, and 
one of our agents will get in touch with you.

Unlock Your Financial Potential
with Expert Guidance

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