image for site
Till CFO | Advisory Services, Audit Services, Bookkeeping

Till CFO

FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
6 - 20 employees
CREDENTIALS
CPA, CFA
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Till CFO
A true partner in the C-Suite, Till CFO offers top-tier fractional financial leadership, day-to-day financial management (accounting, FP&A, etc.), and advisory to Founders and CEOs of early-stage startups and established, growing businesses.
Your company’s financial health is championed by a top-tier CFO and supported by our team of specialists, including a Senior Financial Analyst, Controller, and Treasurer. This finance team is shared with a small selection of other companies, empowering yours with rare talent at a fraction of their market rate.

Our services are fully customized to your business needs and are designed to deliver sophisticated financial stewardship to CEOs, Founders, and Operators of companies reaching key inflection points.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
$2,500,000

Services Offered

Client Specialties

Service Pricing

Monthly Fixed Fee
$5,000 to $30,000
Project-Based Fee

Preferred Industry

Client Type

Meeting Options

Video meetings
Phone
Email
Client Portal/Online Platform
In person meetings

Clients who would be a good fit

Product market fit has been established and company is generating meaningful annual revenues ($2M+), and/or company has Venture Capital / Private Equity backing and is looking to mature their finance function to handle things like rapid growth, fundraising, M&A, etc. Our clients recognize that a high-performing finance function can make or break their company’s chances at long-term success and exit opportunities, and are excited to develop a deep partnership with our team to reach their goals.
We specialize in Fintech, SaaS, AI, Non-Profit, Financial Services, Professional Services, and Logistics companies. If your industry is not listed but you're experiencing pain in your finance function, let’s still have a conversation. Our team has a wide range of experience and we work with a handful of clients outside our core industries, so we could potentially be a great fit for you as well (or point you in the right direction).

Clients who wouldNOTbe a good fit

Businesses satisfied with the status quo (i.e. not looking to expand and/or take on outside capital to spur growth), or very early stage companies (pre-seed stage if VC-backed) who are not yet ready for our full suite of technical accounting and strategic CFO services.
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.
You may be interested in:
image for site
Works with clients across the US
image for site
image for site
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
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.
Sam’s List logo
About Us
Accountants
Advisors
Connect with an Expert