ExtraCFO – Automated Finance,
Precise Decisions.
ExtraCFO combines accounting, taxes, and CFO services into one seamless, fixed-fee monthly subscription. No surprises, just expert finance management designed for SMBs and growth-focused companies.
Your All-In-One Finance Team.
ExtraCFO handles all your finance needs, so you can focus on what matters most -
building your business.
Accounting & Bookkeeping Services
Ensure clarity, accuracy, and compliance with our streamlined accounting and bookkeeping services. We provide end-to-end financial record management, empowering you with timely insights to drive informed business decisions.
Our services include:
Monthly Bookkeeping: Precise and consistent maintenance of your financial records, ensuring compliance and accurate reporting, all of this while closing your books in 1 Day.
Financial Reporting: Clear monthly financial statements including Profit & Loss, Balance Sheet, and Cash Flow Statements, enabling proactive financial management.
Bank & Credit Card Reconciliation: Regular reconciliations to maintain accurate financial records, providing complete visibility into your cash position.
Expense & Payroll Management: Efficient processing and accurate categorization of expenses, along with reliable payroll solutions.
Tax Services
Navigate complex tax landscapes effortlessly with our strategic tax planning, preparation, filing and compliance services. We proactively optimize your tax position, ensuring you pay only what you owe while fully complying with current regulations.
Our services include:
Strategic Tax Planning: Tailored tax strategies that leverage deductions, credits, and industry-specific opportunities, optimizing your tax efficiency year-round.
Tax Preparation & Filing: Accurate and timely preparation and filing of federal, state, and local tax returns, eliminating compliance worries.
Tax Advisory & Consulting: Expert guidance on tax implications for major business decisions, including mergers, acquisitions, capital structure, and international expansions.
Audit Support: Comprehensive assistance and representation in the event of an IRS or state tax audit, minimizing stress and ensuring smooth resolution.
Strategic Finance &
CFO Services
Gain strategic financial leadership tailored precisely to your business needs. Our Stratergic Finance & CFO services deliver executive-level expertise to guide your company toward sustainable growth, profitability and financial clarity.
Our services include:
Strategic Financial Planning: Develop robust financial strategies and forecasting models to support growth, optimize cash flow, and effectively allocate resources.
Budgeting & Forecasting: Customized budgets and rolling forecasts to drive proactive decision-making and adapt quickly to market dynamics.
Cash Flow Optimization: Precise cash flow management and forecasting, ensuring sufficient liquidity for operational stability and strategic investment.
Investor & Board Relations: Professional preparation of board packages, monthly investor updates, quarterly business reviews and stakeholder presentations to clearly communicate performance and future opportunities.
Capital Raising & M&A Advisory: Expert support for fundraising rounds, mergers, acquisitions, and financial due diligence to secure funding and enhance growth potential. Our services include management of the data room and deck preparation.
Financial Performance Analysis: Actionable insights through detailed analysis of business KPIs, profitability trends, cost structures, and revenue opportunities.
Our fractional CFO model provides you access to top-tier financial expertise without the cost of a full-time executive, enabling your business to scale with confidence.
Who is it for ?
ExtraCFO is specifically designed for high-growth startups and SMBs seeking strategic financial expertise.
We primarily serve:
- VC & PE-backed companies needing professional CFO-level guidance without hiring a full-time executive.
- Technology and SaaS businesses requiring financial clarity, efficient cash management, and investor-ready reporting.
- Founders & CEOs who want strategic financial insights to scale sustainably and maximize enterprise value.
We partner closely with ambitious companies aiming for accelerated growth, financial maturity, and operational excellence.
Select the plan that fits
Explore our pricing plans and find a plan that aligns with your business goals. Our plans are simple & predictable - a fixed monthly fee
Ideal for early-stage startups needing foundational finance management support.
Tailored for fast-growing companies with complex financial needs and investor reporting requirements.
Perfect for mature, private equity & venture-backed SMBs requiring sophisticated CFO insights, robust tax strategies, and extensive financial support.
Frequently Asked Questions
Have questions about ExtraCFO? We’ve got you covered. Explore our FAQs to learn how our service works, what’s included in each plan, and how we can help your business grow with our unique solution.
1. What is ExtraCFO?
ExtraCFO combines accounting, taxes, and CFO services into one seamless, fixed-fee monthly subscription. No surprises, just expert finance management designed for SMBs and growth-focused companie. Our team handles everything finance & accounting related for your company - from closing your books to preparing for board meeting. We deliver high-quality results in a cost effective manner.
We can be your first finance hire or integrate into your existing finance & accounting teams.
2. Why ExtraCFO?
We provide:
Investor-Grade Financial Clarity:
Expert CFO insights that PE and VC-backed companies need.
Precision and Reliability:
Accurate, timely financial management and tax compliance.
Scalable Financial Systems:
Processes built specifically to scale seamlessly as your business grows.
Trusted Partnership:
We’re not just service providers—we’re strategic partners invested in your success.
3. Do you accept additional one of projects (e.g. audit readiness)?
Yes, we do! Turnaround times vary based on the complexity of the request.
4. Do I need a long-term commitment?
Not at all! ExtraCFO operates on a flexible, month-to-month subscription model.
You can cancel or upgrade your plan at any time based on your business needs.
5. Do you work with larger scale companies and private equity partners?
Absolutely! Reach out to a member of our team.
We always tell our private equity partners that:
“Because our fee is treated as a non-recurring exceptional, it doesn’t dilute run-rate EBITDA. Meanwhile we provide the financial expertise and operational excellence to identify vairous issues such as: pricing leaks, WC improvements, carve-out readiness, etc. We find that these typically add 2-5% to EBITDA within a quarter.
In other words, you’re buying a valuation accelerator on the balance sheet, not an expense on the P&L - all of this at a fraction of the cost.”
Ready to Transform Your Finances?
Book a free consultation with our finance experts today and discover how ExtraCFO can streamline your operations, optimize your finances, and accelerate your growth.
