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engage CFO | Cash Flow Projections, Financial Modeling, Financial Systems Implementation

engage CFO

Typically responds within 24 hours
FOUNDING YEAR
2018
NUMBER OF EMPLOYEES
6 - 20 employees
TRANSACTION EXPERIENCE
Series A-B fundraising
Series C+ fundraising
M&A under $10M
M&A $10M-$50M
M&A $50M+
LOCATION
-
SUPPORT
Dedicated Staff
engage CFO
Businesses don’t stand still, and neither do their financial needs. Companies require more than a one-size-fits-all approach—they need financial expertise that can scale with them. Whether it’s high-level strategy or hands-on support, EngageCFO provides the right guidance at the right time, adjusting as your business evolves.

Services Offered

Client Specialties

Service Pricing

Hourly Rate
$95 to $350

Meeting Options

In person meetings
Video meetings
Email
Phone

Clients who would be a good fit

Our ideal client is a forward-thinking organization seeking to build or scale sustainably with expert financial guidance. Backed by a team of CFOs, VPs of Finance, Controllers, Accounting Managers, Senior Accountants, and Staff Accountants, we provide the expertise to navigate complex financial landscapes for:
- First-Time Founders: Visionaries launching their first business who need a strong financial foundation and strategic guidance.

- Scaling Entrepreneurs: Experienced business owners expanding into new ventures, seeking a trusted financial partner for growth.

- Investor-Backed Leaders: Executives at venture-backed, private equity-supported, or aggregator-owned companies requiring precise financial management to meet investor expectations.

Clients who wouldNOTbe a good fit

Public company or IPO readiness clients.
We don’t work with companies that are satisfied with the status quo and not open to a collaborative effort to improve their financial health.

Industries engage CFO doesNOTserve

Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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