CFO services
Bringing CFO-Level Thinking to Small and Mid-Sized Businesses.
Type of Services we offer
- Strategic Management Analysis
- Budgeting & Financial Analysis
- Cashflow management and forecast
- Financial strategy and oversight
- Board Presentation
- Support for investor and lender communications
- Financial Models
- Performance Analysis and Optimization
- Support during audits, expansions, or acquisitions
Type of Services we offer
- Cost-Effective Expertise
- Flexible, Tailored Solutions
- Enhanced Financial Performance
- Long-Term Growth Focus
- Custom Financial Solutions
How it works Our CFO Services
How it works Our CFO Services
Stage 1: Onboarding
Financial & Operating Model Build
Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.
Customized model includes:
- Profit & Loss, Balance Sheet, and Cash Flow Statements
- Budget vs Actuals
- Industry-Specific KPI Dashboard
- Headcount & Compensation Plan
- Scenario Planning (Base, Bull, Bear Case)
Stage 2: steady state
Monthly Engagement
Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below.
- Monthly meeting to review the company’s financial health & strategic insights
- Monthly update of the financial model with actuals
- Monthly Budget vs Actuals analysis
- Ad-hoc scenario planning to understand the impact of business decisions
- Everything from the Basic Engagement
- Bi-weekly meeting to review the company’s financial health & strategic insights
- Customized strategy & operations projects specific to your company’s needs
- Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story
- Everything from the Essential Engagement
- Weekly meeting to review the company’s financial health & strategic insights
- In-depth strategy & operations projects
- In-depth investor & board reporting support
- In-depth fundraising & M&A support
Allied vs Others firms
Allied
Others
Hourly pricing, large random bills
Fixed monthly pricing, presented up-front
Six months to get up to speed
Fixed monthly pricing, presented up-front
One accountant on many accounts
Dedicated team of accountants and a Fractional CFO Dedicated onboarding team for speed
Firm only handles bookkeeping
Dedicated team of accountants and a Fractional CFO Dedicated onboarding team for speed
Use whatever tools you use today
Modern tech stacks and software
Take control of your finances and drive business success.
Contact us today to learn how our financial management services can help!
Businesses We've Helped Succeed
We’ve partnered with founders, operators, and investors to provide finance, accounting, and strategic support at every stage of growth.
What Our Clients say about our services
“Working with the team from last 3 years. Highly reliable and resulted oriented. Feel free to ask for recommendation.”
Marcus Heal
“Saddam is knowledgeable and great person to work with.”
Vincent Lauer
“I wanted to share my experience working with Allied Consultants. They did a good job managing our bookkeeping needs and were always prompt in responding to our requests. They were reliable and handled tasks efficiently, ensuring that our financial records were accurate and up to date. Whenever we had customs or needed assistance, they were quick to help out, which was appreciated. Great contributions to the team and definitely wishing them all the best.”
Wassef Bensaid
“Saddam has been a fantastic addition to our team. He is been incredibly cooperative, is an engaged team player, and strives to deliver to expense expectations. We will be hiring back Saddam right away (we’re just switching up our contract terms for our long term working relationship).”
Anette Perry
Case Studies
Case Study: FP&A & M&A Support for a Global Renewable Energy Group
Case Study: Maximizing Business Valuation for CBC, a Healthcare Provider in California
Case Study: Boosting Profitability & Streamlining Operations for a Skincare E-commerce Brand
Sell–Side Financial Due Dilligence | FAQs
When is the best time to start working with an accounting/finance firm like Allied?
In reality, the second you start developing your product and spending money is when you need to start keeping clean books. There are always inflection points (for example a company raising money and investors needing them to provide clean financials, or a bank requiring GAAP compliant financials in order to provide a loan) where you don’t want to be scrambling to get those things together.
Yes, you need to have some sort of cash flow (investment dollars, working capital or revenue) to pay for a service like ours, but the earlier you do so, the more money you will save in the long run and the cleaner your books will be in order to fundraise and progress your business.
Seller-side due diligence is a preemptive evaluation of your business to identify and address any issues before a buyer conducts their own review. It helps streamline the sales process and build buyer confidence.
How much does it cost?
Our pricing structure is really simple and extremely fair…it has to be, as we focus on startups and growing companies. Because we are more of a long-term finance partner (which is what you want) compared to a short term “outsourced” bookkeeping firm, all of our engagements are custom.
Our engagements start at $1,250/mo and grow from there based on a startups goals and needs.
Can you help us transition to Allied?
Most of our clients come to us from a sub par experience with another firm, so we are used to facilitating and managing transitions. Along with your direct Graphite team, every client is also staffed with an onboarding manager who will be the one to manage the transition so you don’t have to.
We are speaking witWhat is communication cadence like?
We are speaking with most of our clients on a regular basis. Some daily. Others have weekly or bi-weekly standing meetings. Think of it like this: However you would communicate with an internal finance team, that’s how we will communicate.
Do you help companies set up their software and tech stack?
Yes! We are a “tech-focused” firm and recommend/setup all different types of tools and softwares to our clients. We have standard tools that we prefer and will recommend, but we can also mold to softwares you are using and prefer as well.
Do you provide tax filings as a stand alone service?
We do, yes! And we can quickly get you pricing. For a quick quote.
What does your financial modeling and FP&A service include?
Our financial planning & analysis (FP&A) support, aka Tier 2 in our service tiers, is a fully managed and always on FP&A service. On top of bookkeeping, we also handle building you a financial model and a financial health dashboard, and updating/maintaining that dashboard over time so we can provide you with full financial insights around your business.
We can also offer you a Fractional CFO to help with things like fundraising, M&A, and driving strategic initiatives.
What stage company is the best fit for Allied?
Allied works (and scales) with startups anywhere from a few founders working on their idea all the way to a growing startup with 100s of employees. We have yet to meet our match in terms of a company too large!
Our sweet spot is well capitalized startups who have found product market fit.
How does your pricing compare to a full-time person?
For most startups, you don’t need 40 hrs/wk of work from an internal finance hire or team, especially when you first hire them. Fractional work, like Graphite, provides a much more efficient approach, as you are only paying for the exact effort you need at that moment in time. You also don’t pay us for benefits, downtime or vacations, so our cost tends to be much more efficient than hiring an internal team member.
Where is your team based?
Our hubs are in New York and Florida, but our team is fully remote across the US working in all time zones.
Do you handle sales tax?
Yes, we do handle sales tax! And we can quickly get you pricing.
How long do clients work with Allied on average?
Most companies work with Graphite for long periods of time, as our service is extremely scalable and cost-efficient. There are “bandaid” accounting services that are more so quick fixes for short periods of time, and then there is Graphite…one of the few long term partners. Most of our clients work with us for years and years, and we take many through their exits, M&As, etc.
What are your security protocols?
We have an internal security team and take data security very seriously.
