Strategic Financial Guidance with CFO Services

Enhance your business strategy, uncover growth opportunities, and gain stakeholder confidence with expert insights from seasoned CFO professionals.

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Expert CFO guidance so you can focus on growth

Get expert CFO support to drive smarter decisions and sustainable growth. From strategic planning and financial modeling to cash flow optimization and investor readiness, our team helps you scale with clarity and confidence.

Work with a High-Caliber CFO Team

Our CFOs come from leading investment banks, private equity, venture capital, and top consulting firms, ensuring you receive expert financial guidance tailored to your business needs.

Reliable Financial Modeling for Smarter Decisions

Gain access to accurate forecasts and strategic insights tailored to your business. With our experience supporting hundreds of companies like yours, we help you analyze scenarios, plan for growth, and make informed financial decisions with confidence.

Optimize Expenses & Scale with Confidence

Looking to make the most of your cash flow? We’ve got you covered. Our team helps you implement smart cash management strategies and gain clear insights into your spending, ensuring efficiency as your business grows.

Capture Investor Attention

Strengthen your pitch with an experienced CFO who helps craft a customized financial model and maximize your valuation. We guide you through fundraising or M&A, ensuring you choose the right capital structure and navigate the process with confidence.

HOW IT WORKS

Our Services

Your Fenix People CFO acts as a strategic partner, providing expert guidance from onboarding to ongoing support, with strong financial models and insights to help your business grow with confidence.

STAGE 1: ONBOARDING

Financial & Operational Model Development

Your CFO will build a custom financial model to gain a deep understanding of your business, laying the groundwork for a strong foundation in your ongoing monthly financial strategy and support.

STAGE 2: ONGOING SUPPORT

Monthly Financial Partnership

Your CFO will work closely with you through continuous monthly engagement, providing strategic insights and tailored financial solutions. Specific projects and deliverables vary based on your engagement level.

INDUSTRY EXPERTISE

Guidance for Every Stage

From startups to established businesses, our experienced team has the knowledge and expertise to navigate your unique financial challenges with confidence.

Pre-Seed

Series

Seed A

Series B+

Owner-operated firms

Self-funded businesses

Discover What Fenix People Can Do for You

Gain confidence and peace of mind by partnering with our experienced financial experts dedicated to your success.

Our CFO Advisory Plans & Pricing

Choose a CFO advisory plan that fits your growth stage. From performance insights to fully integrated financial leadership, get strategic guidance, forecasting, and data-driven decisions to scale with confidence.

Basic

Your CFO analyzes business performance and extracts key insights

$1,750 /month

Essential

Your CFO initiates strategic projects and becomes a catalyst for growth

$3,150 /month

Custom

Your CFO becomes deeply integrated with your team to lead data-driven strategies

$5,250 /month

Every Plan’s Budget & Forecast Model Includes:

Don’t see a plan that fits your needs? Contact us, and we’ll create a customized solution tailored specifically for your business.

Frequently Asked Questions

What do your CFO services include in practical terms?

Our CFO services provide you with executive-level financial leadership without hiring a full-time CFO. This can include budgeting, forecasting, cash flow planning, pricing and profitability analysis, financial dashboards, board and investor reporting, and guidance on major decisions such as expansion, hiring, or financing. We become your strategic financial partner, not just a number-cruncher.

How are CFO services different from bookkeeping or basic accounting?

Bookkeeping and accounting focus on accurately recording and reporting what has already happened. CFO services focus on what happens next. We use your financial data to ask “why” and “what if”—helping you set targets, model scenarios, and make decisions about growth, risk, and investment. Many clients use us in combination with bookkeeping so they get both accurate data and strategic direction.

What types of businesses benefit most from outsourced CFO support?

Our CFO services are ideal for startups and growing businesses that are too complex for basic bookkeeping alone but not ready to hire a full-time CFO. This includes companies facing rapid growth, high transaction volumes, investor expectations, new product lines, or major operational changes. If financial decisions are starting to feel high-stakes, a CFO partner can make a big difference.

How do you typically start working with a new CFO client?

We begin with a financial health review: understanding your current financials, reporting, cash flow, and strategic goals. From there, we identify gaps—such as missing reports, unclear unit economics, or inconsistent cash flow—and prioritize what to fix first. Then we set up a recurring rhythm of reviews, planning sessions, and reporting that fits your leadership team’s needs.

Can you help with cash flow issues and short-term financial stress?

Yes. One of the most common reasons businesses seek a CFO is cash flow instability. We analyze inflows and outflows, payment terms, recurring obligations, and growth investments to create a cash flow plan. This might include reworking payment terms, staging expenses, building a cash buffer, or adjusting pricing and margins so that growth doesn’t choke your cash.

Do you assist with budgets and financial forecasts?

Absolutely. We build detailed budgets and rolling forecasts that translate your strategy into numbers—revenue targets, cost assumptions, hiring plans, and capital needs. These forecasts are updated regularly so you can see how actual performance compares to plan and adjust quickly, rather than waiting until year-end.

Can you support investor relations, banks, or lenders?

Yes. We prepare financial statements, projections, and key metrics in a format that investors and lenders expect. We help you tell a clear financial story, anticipate their questions, and present numbers that are supported by solid assumptions. Whether you’re seeking a line of credit or equity funding, we help you show that your business is managed professionally.

How often will we meet or review financials together?

That depends on the engagement level you choose. Some clients meet monthly to review performance, forecasts, and decisions; others prefer more frequent check-ins during high-growth or high-change periods. We agree on a cadence that gives you confidence and clarity without overwhelming your schedule.

Will you work with my existing accounting software and team?

Yes. We typically plug into what you already use—whether that’s QuickBooks or another platform—and collaborate with your in-house or outsourced accounting team. We don’t replace operational accounting; we add a strategic layer above it. If your systems are outdated or fragmented, we can also recommend improvements or a phased transition.

Are your CFO services long-term only, or can they be project-based?

We offer both. Some clients engage us for long-term ongoing support; others bring us in for specific projects such as preparing for funding, restructuring, or building a new reporting framework. Once the project is complete, you can continue with a lighter-touch advisory relationship or pause until you need us again.

How is pricing structured for CFO services?

Pricing is based on scope—how deeply we’re involved, how often we meet, and what level of reporting and analysis you require. In most cases, we offer monthly packages that cost significantly less than hiring a full-time CFO but deliver similar strategic value. After our initial assessment, we’ll propose one or more options so you can choose the level that best fits your stage.

What is the first step to explore CFO services with Fenix People?

The first step is a strategy call where we learn about your business, challenges, and goals. We’ll ask for some high-level financial information, discuss where you feel the most pressure, and outline how CFO support could help. From there, we propose a tailored engagement so you know exactly what to expect before moving forward.

Why Choose Fenix People?

We connect individuals with the right opportunities through a smooth and professional process. Fill out the form and our team will guide you further.