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On-demand CFO services that drive financial growth

Rooled CFOs help startups scale from seed to exit, delivering accurate financial information, keeping investors informed and building a scalable finance infrastructure. Request consultation.

Accessing expert financial counsel is as easy and convenient. The Rooled CFO team has decades of experience in strategic financial growth for high-potential businesses.

Whether you are an early-stage startup raising capital or on your way to an exit, get a committed and value-oriented financial partner to achieve your goals. Our team will enable insights into your data, guide you with an actionable strategy and help communicate a better financial story to your board, investors, and the executive team.

The CFOs at Rooled are skilled at data-driven growth, industry analysis, forecasting, and maximizing profits. Our fully-customizable services are available on an as-needed basis.

Our CFO Consulting Services

Whether you’re trying to stabilize cash flow, expand your revenue streams, or raise funds, our CFOs can help you accelerate your financial progress while managing your cash flow and runway.

More specifically, our on-demand CFO can provide guidance on:

  • Budgeting and Forecasting

  • Performance Management and Ratios

  • Funding and Exit Strategies 

  • Cash Flow Analyses

  • Key Performance Indicators

  • Strategic Planning 

  • M&A Facilitation

  • What-If Analyses

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Accelerate Your Financial Progress with CFO Services

Managing business operations without CFO oversight is inefficient and costly. It is no surprise that many startups opt for outsourced CFO services, especially in the initial stages of their businesses.

Our outsourced CFO services give you a fresh perspective on your company’s financial health. With our expertise, you can strengthen your financial position and shape your startup’s growth to ensure long-term success. 

We help you meet your business goals effectively through data-driven insights, industry experience, and outcomes that positively impact your company’s financial future.

Benefits of Outsourced CFO Services

Outsourced CFO services greatly benefit businesses of all sizes. You gain access to an experienced CFO to manage your business finances, without having to hire a full-time, in-house CFO.

Here are some of the other great benefits you enjoy when you enlist Rooled for your outsourced CFO services:

  • Cost-Savings

    Outsourcing CFO services eliminates the need to hire a full-time, in-house CFO, which can be costly. With a CFO-for-hire, you only pay for the time and services you need.

  • Faster Results

    Collaborating with a CFO-for-hire can help you meet your business objectives more rapidly, as an experienced CFO will know exactly where to begin to get your business to the next level of success.

  • Raise Funds

    Researching firms, analyzing your financial situation, making strategic business decisions, and negotiating with investors is no small feat. An outsourced CFO can help you prepare to raise capital and use it wisely.

  • Receive Objective Advice

    One of the primary responsibilities of an outsourced CFO is to provide objective, unbiased advice related to your company’s finances. They are quick to report issues promptly and offer solutions.

In addition to our outsourced CFO services, we offer a full range of bookkeeping and accounting services for businesses.

Explore our Outsourced Accounting Services and see how our experts at Rooled can help you achieve your financial goals.

Learn more.

Client Testimonials

With Rooled, we've improved our revenue recognition processes and developed P&Ls by business line resulting in improved financial management and more trust with customers and investors. OnFrontiers, Inc.
Outsourcing to Rooled was an easy decision. Their experience with similar companies and approach to financial management gave us confidence they were the right partners. Propel
Since Rooled, we've built a company based on patented IP, navigated fund raises, tight cash management, growth and servicing major media businesses like NFL, CBS, Fox and MGM professionally. Vizbee, Inc.
The entire model building / fractional CFO process has been phenomenal Bikky

Contact Us for a Free 1-Hour Consultation

Unique problems require unique solutions. As trusted financial partners, we take an in-depth look at your business goals to provide a customized strategy to fit your needs. Schedule an appointment with our team of financial experts today!