Providing Exclusive Fractional CFO Expertise

For select clients, we provide premium Fractional CFO services, including FP&A forecasting, cash management, budgeting, financial stack design, stakeholder management (including reporting for investors), coaching, and more.

To make sure we have the capacity to provide dedicated time and focus to your business, we only take on a limited number of clients for Fractional CFO services, prioritizing referrals from our partners or clients with sufficient cash flow or investment.

Our fractional CFO services bring exclusive expertise to your startup.

 
 

Financial planning and analysis (FP&A).

We help analyze your existing financial performance, project and plan for future goals and performance, and guide you to make better decisions.

Forecasting and financial models.

We design financial models and forecasts highly customized to your startup and management style that are informative and easy to use.

Financial KPI consulting.

We can review your dashboards and work with your data teams to design and optimize KPIs that will help you better model business performance.

Cash flow management.

Especially as a startup, which often may have shorter runways, cash management is key. We help you carefully manage your cash and expenditures.

Departmental budgeting.

We can assist you to set up and run a business-wide or departmental budgeting process and track your budget vs. actual performance each month.

Stakeholder and investor reporting.

We can help you streamline your process for developing monthly or quarterly reports to banks, investors, or board members.

Financial stack design and management.

As your business gets more complicated, we can help design processes to streamline your payments, invoicing, wires, and reporting to optimize your time.

Semimonthly team meetings.

We’ll schedule a standing semimonthly meeting with our team, where we can review financials, update each other on deliverables, and provide CFO advice.

Executive coaching.

We provide unmetered coaching for all things CFO, from understanding D&O insurance terms to negotiating payables and improving team dynamics.

Zephyr is more than just your typical fractional CFO service.

How is Zephyr different from our competitors?

  • We are an agile and dedicated team. We understand that startups often need to make quick decisions, especially when opportunities arise or runway is short. We are familiar working with these situations and available to help.

  • We understand every company is unique. We don’t use templates to create models: your model is created from scratch after extensive onboarding and interviewing to understand your business logic and how you best interact with models to make key decisions. That utility is then built into our deliverables.

  • We teach and build up clients along the way. We don’t just do the work; we also teach you how to use the models to pitch to investors and make decisions.

  • We believe culture and trust is important. Running a startup is stressful, frustrating, and exhausting at times. We create a culture of collaboration, teamwork, and trust, so you feel comfortable discussing all of your concerns.

  • We take pride in superior client support. We strive for the best quality for our services, customized for your own experience, and seek constant feedback.

Our competitive pricing assures you get quality services for reasonable rates.

Your Premium
Startup CFO

Starting at $1,500/mo

 

  • This monthly rate includes all the fractional CFO services listed above, including FP&A, forecasting, budgeting, cash management, reporting, coaching, and more.

  • This monthly flat rate varies based on the amount of investment raised lifetime by the company so far and the average gross revenue per month.

  • Please be aware of the following additional terms:

    Setup Fees: There is a one-month setup fee billed at the start of the contract. If you need catch-up bookkeeping, additional fees may apply.

    Disclaimer: Zephyr and its employees are not CPAs, lawyers, insurance brokers, or SEC-certified brokers, and we do not provide official legal, tax, investment, or securities advice. We advise consulting those respective professionals for such official advice.

Looking for more?

For general financial services, like bookkeeping, HR, benefits, and more, please visit our general services page for our all-inclusive services for one flat fee. If you’re interested in fractional CFO services, we recommend packaging all services under one roof for better efficiency and effectiveness.

Learn More

Let us help make your business a breeze.

Use the contact form here or email us directly at cheers@zephyr.business to set up a call.