CFO & Advisory Services

In by pxlpod

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Advisory and Fractional CFO Services.

From inception to exit, you need expert guidance. 
Whether you are reviewing term sheets, budgeting for next year, or preparing for a board presentation, bring in the experts who have done this before.

Get a Quote
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We work with companies just like yours

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CFO-level guidance to move you through growth stages.

Hiring a full-time in-house CFO is expensive, especially for startups with limited resources. Working with Finvisor allows you to leverage our expertise across multiple industries and verticals to help you secure the funding you need to reach your next goal.
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Strategic Analysis and Planning

Leaders with deep industry knowledge and insights.
We will optimize your financial strategy, advise on investment decisions, operationalize go-to-market planning, and contribute guidance on systems and hiring to support sustainable growth.
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Effective Fundraising & Special Projects

Expert guidance based on 100s of successful outcomes.
We leverage our years of experience driving successful financing outcomes to negotiate debt arrangements and other key relationships, fundraising and capital raise readiness, and maximizeing business value for restructuring and exits.
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Forecasting, Budgeting, and Cashflow

Accurate and timely financial insights to drive business decisions.
We collaborate with your executives and department heads to develop forecasts and establish scalable budgets to support financial discipline and transparency.
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Sales Efficiency, Pricing & Key KPIs

Navigating the complexities of growth and scalability.
We analyze your customer and sales data to pinpoint trends, identify blind spots, and highlight areas for improvement in metrics such as LTV, CAC, and profitability.
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Startups helped through fundraise
$0Million
Raised in debt, equity & SAFEs

Your company is valuable.

We can help you reflect that to your investors and buyers, and we can advise you through your negotiation process to ensure you achieve the best possible outcomes for your company.

Why Finvisor?

Expertise and responsiveness you won't find anywhere else.

Real-Time Communication

Connect with your team in real-time via Slack. If a fire comes up, we are here to put it out quickly.

A Reliable Partner

Not remote or outsourced, a fractional part of your team. We fill out your Org Chart as you grow and your needs change.

Affordable Pricing

Simple, consistent pricing. A fraction of the cost of a full-time hire with the benefits of a full team of experts.
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When we say "you get a team" we really mean it. We have the personnel on hand to backfill your company's Org Chart, which saves you a lot of time and money.

Your Finvisor Partner Team

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We have packages to fit your business through any growth stage.  

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Our Customers are talking

We're proud to have earned their trust and we'll be proud to earn yours too! Clear, comfortable real-time communication and fanatical attention to detail is how we win together. 

“I have observed that Jodi is proactive, exceptionally intelligent, and extremely capable. She has proven to be a valuable asset to our cash flow, which is vital for a small business like XiO.”

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Bryan Collins

COO – XiO, Inc

“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.”

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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.”

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Brian Hassan

Co-Founder – Kickfin

Let's chat

Get on our calendar for a free introductory call.
Find out what it's like to work with Finvisor and how we can help you reach your business goals. Our financial advisors work hard for your business across our full suite of accounting and reporting services.

Request a Quote

We'll get back to you within a business day, usually sooner. Or you can schedule an introductory call and get on our calendar.

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