our services

Part-time & Interim CFOs

More insights. More confidence. Better financial decisions.

Like many successful startup companies, you’ve probably seen a great amount of growth in a short amount of time. And while that should be reason to celebrate, it actually ends up causing a lot of stress. Managing your finances is becoming more and more complicated, and it’s taking up more and more of your time. That’s where a Ralston Portfolio CFO can help. As an experienced, trusted financial partner, we work to understand your short-term and long-term business objectives and create a financial map for your company’s future success. And we make absolutely sure you stay on course.

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If you feel like you could be getting more out of your finances, you’re probably right. And a CFO can tell you how.”

Every decision you make is crucial to your success. We help you make the right ones.

We’re an advisor. A confidant. We make the tough choices for you. And we have the financial expertise, as well as the business expertise, to back it up. From hiring and management to sales and marketing, we become financial and operational partners. Because if we don’t have a wholistic view of your company, you’re not getting the best financial plan possible. And we won’t stand for that.

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Your money is more valuable 
than ever right now. We help you invest it wisely.

One of the biggest decisions you make in your business is resource management. And there’s no need to waste money on hiring a full-time CFO at this point in the game. Our Portfolio CFO services offer the best of both worlds – you get the senior-level expertise you need at a price that makes sense for your growing business.

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Your company is changing incredibly fast. We stay agile, adapting to your needs.

Every startup and scale-up is different, and your needs are changing monthly. So, while we uncover the financial insights you need to move forward, we are also efficient with our time. We work the hours that are necessary, and we only charge for the hours we work – because every financial decision you make right now needs to be cost-effective, and that includes our services.

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Our Portfolio CFO Services

  • M&A and exit planning
  • Finance automation
  • Fundraising (coaching, materials, investor FAQs, etc.)
  • Financial forecasting and reporting
  • Lead finance teams
  • Market and competitor analyses
  • Risk assessment
  • Revenue optimization
  • Developing employee compensation and benefits policies
  • International expansion
  • Treasury and control (cashflow management)
  • Strategic planning and goal setting
Russell Day Portfolio CFO
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Looking for Financial Insights?

Download the free Ultimate Finance Checklist for Startups, compiled by CFO experts and filled with 50+ thought-starters that will instantly help you make better financial decisions.