STRATEGIC CFO ALLIANCES 

OUR BUSINESS MODEL IS UNIQUE.  WE FOCUS ON THE FINANCE LANES.

OUR CFO SERVICES WRAP AROUND CLIENT ACCOUNTING SERVICES.

THIS MAKES US THE IDEAL PARTNER FOR CPA FIRMS AND OUTSOURCED CONTROLLER FIRMS.

 

Most of our clients either have their own accounting staff, use outsourced cloud-based Accounting Service Providers, or in the process of making a decision to outsource or hire.  Our Fractional CFO Services are designed to wrap around our client's accounting and tax service providers. 

 

For early-stage ventures, both startups and "Pre-Revenue" a.k.a. "Pre-FDA Approval" life science and medical device projects, we generally bring in CPA firms providing Client Accounting Services ("CAS") a.k.a. Business Process Outsourcing ("BPO") or a.k.a. Finance and Accounting Outsourcing ("FAO") who provide bookkeeping, invoicing and bill pay (A/R & A/P), monthly accounting, preparing financial statements, state and local tax compliance, payroll, and other controller-level services.  For us, CPA Firms are ideal alliance partners for our Vertical CFO Solution Services because many of our startup clients are raising capital from investors (angels, VCs, corporate development, and private equity), so a higher level of assurance is required.  Everyone has a vested interest in the quality of our client's financials as we will incorporate this financial data into complex financial models, valuations, and unaudited proformas.  The financial metrics from these models are presented in client pitch decks and other management presentation materials.      

Our business model also uniquely positions us to offer complimentary and non-standard CFO services to CPA firms without conflict, the economic drag or headcount, and provide immense value to the clients.  Its a WIN for everyone.

 

CPA Firms and Professional Advisors

TESTIMONIALS FROM CPA FIRMS AND PROFESSIONAL ADVISORS WE HAVE WORKED ALONGSIDE UNDER OUR PARENT COMPANY'S BRAND, THE ENERGY CFO:

 

"When the more traditional resources failed to provide an affordable Health Benefits solution for their startup client, they persisted and tracked down a well-priced modern tech-enabled service solution."  Managing Partner, Biz Hippo Soup to Nuts Accounting Services 

"Paula has a wide range of CFO experience.  I personally have had the pleasure of seeing her work and the insights she brings to clients.  She is a rock star and I look forward to working with her more in the future."  Managing Partner San Antonio CPA Firm

"Paula is a visionary that is always thinking ahead. She really listens to what will make a person/company successful and delivers. With her clients, she is not "cookie-cutter" with her approach. She is very passionate about all businesses growing, but in particular, she has a passion for entrepreneurs.  These qualities, her experience/years in business and practical approach make her an outstanding strategic advisor and chief financial officer.  My firm has been collaborating with her for 7 years now.” CEO, Houston's TLR Search Partners & Outside Board Advisor.