your on demand Cfo. Management consulting when you need it.

Whether you are reviewing term sheets, budgeting & forecasting for the next year, or negotiating a line of credit, it is good to have another advocate in your court when making key decisions.

Cashflow management

Growing out of your comfort zone can be particularly daunting. Keeping an extra eye on cashflow to ensure sufficient liquidity is imperative.

Transaction preparation

Preparing for a transaction is time consuming and distracting. Focusing on your business by adding an experienced CFO to your team is imperative.

Budgeting support

Keeping spending under control can be challenging. To manage budget and your team get a part - time CFO.

Capital raise support

Raising capital is draining on any business owner. Leverage a CFO's investor network to ensure you're close your financing round.

A team of experts That scales with your needs

Our CFO & Advisory team has helped clients from inception to exit. We can help you with ad-hoc budgeting and forecasting needs as well as term sheet and transaction preparation.

Budgeting & Forecasting
Cashflow Management
409a Support
Term Sheet Review

built for startups & early stage businesses

We understand SAFE notes, seed round financing, and the importance of knowing your burn. Our team has decades of experience working with startups to help you avoid costly mistakes.

Why do clients choose

The Finvisor team has been great. Our financials had been a mess since we opened and the Finvisor team cleaned them up and have been on top of every detail.

Ryan Schaper Operations Manager Flagship

Unlike other firms that we have worked with in the past, they are exceptional listeners, provide sound and scalable advice, and always have our best interests at heart. Whether you are a startup or a company in its growth stage - or looking for basic accounting work or complex financial modeling for your fundraising efforts - you’ll be in excellent hands with Finvisor.

Brian Hassan Co-Founder Kickfin

We came to Finvisor with an accounting mess, and Noah and his team became true partners in helping us clean it up and become a thriving business.

Kickfin P Coverhound

Saves your time

You didn't start a business to become an accounting or payroll expert. Focus on what matters; growing your business, closing your next deal, or building your software.


We offer simple, consistent pricing. A fraction of the cost of a full time hire with the benefit of a full team of experts.

A reliable partner

A team that scales as you grow. We understand your business and operations at every stage of growth.

For any questions Contact us

  • Address Five Lucerne Street, Unit One, San Francisco, CA 94103
  • Phone number (415) 416-6682
  • Email