Cultivating the Conditions
for Success.
Our Services
Acting as an extension of your team, we seamlessly integrate into your operations, work cross-functionally alongside your teams, and deliver timely results, strategic guidance, and drive key initiatives—ensuring collaborative success and impactful results.
CFO
Oversight of all accounting & finance functions
CEO thought partner
Active and engaged part of the management team
Board of Directors meeting prep and participation
Build and drive financial strategy
Fundraising support (equity, debt, insider/bridge)
IPO prep / M&A support
Corporate partnering support
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Controller
Month-end close
Financial/investor reporting
Budget vs. actual analysis
Audit ownership & financial statement drafting and prep
Tax compliance and coordination
Ensure team compliance of internal controls
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Operations
Invoice processing and check runs
PO systems maintenance
W9 collection and 1099 ownership
Payroll Processing
Other G&A support (insurance renewals, annual corporate filings, census support)
409A ownership and analysis
Cap table ownership and maintenance
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Finance
Annual budgeting (by department and by program) with scenario plans
Periodic reforecasting
Long-range planning
DCF/NPV models
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Fractional support with targeted action
CFGO’s scalable services are designed to meet your needs today while preparing your business for the growth of tomorrow. Our tailored approach ensures your financial and operational systems are right-sized for current demands, yet built on a solid foundation that’s ready for rapid scaling when the time comes. With CFGO, you’re equipped to adapt seamlessly as your goals and opportunities evolve.
Scalable Services that Track to Your Growth
Fractional services offer flexible, on-demand financial and operational expertise tailored to meet your company’s evolving needs. With CFGO, you gain the “right people in the right seats” to execute proven strategies at the right time—without the overhead of a full in-house team.
CFgO takes ownership of our finance operations, audit, and tax compliance, which allows me to focus on strategic matters. They are timely, dependable, and reliable.
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”
Rob Pape, VP of Finance
Immunitas Therapeutics
