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Fractional CFO Services

At Lifetrack Coaching and Advisory, we specialize in providing fractional CFO/Controller services, complementing our comprehensive range of accounting services tailored to meet the unique needs of your business. Our team consists of experienced accountants and certified internal auditors who offer expert guidance and support, enabling you to manage your financials and successfully attain your business goals effectively

Fractional CFO Service Tiers

We offer a range of CFO services tailored to the unique needs of tech founders. Whether you're just starting out, preparing for growth, or planning a major exit, we have a service tier designed to support your business at every stage.

Founder's Essentials
(Free Tier)

Perfect For: Early-stage founders seeking an introduction to financial strategy and guidance on key startup metrics.

Key Benefits:

 

  • Financial Health Overview:
    Get a one-time financial health check session that provides insights into your startup’s runway, burn rate, and cash flow status.

  • 30-Minute Consultation:
    Access a free consultation with a CFO to discuss your most pressing financial challenges and receive strategic advice on managing your startup’s finances.

  • Guidance on Startup Metrics:
    Learn about key metrics that are essential for managing a startup, including cash flow management and forecasting.

  • Introductory Financial Strategy:
    Receive basic recommendations on how to optimize your financial operations and prepare for future growth.

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Growth-Focused
Financial Guidance 
(Bronze Tier)

Perfect For: Growing startups preparing for their first fundraising round or scaling operations.

Key Benefits:

 

  • Monthly KPI Review: We provide a detailed report on your key financial metrics, including customer acquisition costs (CAC), lifetime value (LTV), and burn rate, ensuring you're ready to scale.

  • Customized Financial Planning: Tailored cash flow forecasts, budgeting, and financial planning to guide your growth.

  • Fundraising Strategy: Assistance with preparing for seed funding, including financial model reviews and refining your investor pitch.

  • Quarterly Tax Planning: Ensure your startup optimizes available tax benefits and stays compliant as you grow.

  • Strategic Advisory: Access expert advice on how to manage costs, scale operations, and navigate the challenges of a growing business.

Self-Managed Financial Review

Perfect For: Founders who prefer to handle their own financials but want expert oversight and feedback.

Key Benefits:

 

  • Monthly Financial Review: You handle your financials, and we provide a monthly review session to ensure accuracy, compliance, and offer strategic feedback.

  • Fundraising Document Review: Receive expert feedback on self-prepared financials needed for funding rounds.

  • Quarterly Tax and KPI Review: We provide guidance and recommendations on your tax planning and key performance indicators (KPIs).

  • Strategic Insights: Get advice on financial health, cost management, and potential risks, ensuring you stay on the right path

  • Optional Risk Services: Add risk management review, where we assess your self-identified risks and provide feedback.

Scale and Investor Readiness
                 (Silver Tier)

Perfect For: Startups seeking to raise Series A/B funding, preparing to scale, or expanding into new markets.

Key Benefits:

 

  • Comprehensive Financial Oversight: Full financial planning and analysis (FP&A), with weekly reviews to track performance and plan for future growth.

  • Investor Relations Support: We assist in managing communications with investors, preparing quarterly updates, and ensuring all financial documents are investor-ready.

  • Fundraising Support: Comprehensive preparation for Series A/B rounds, including financial projections, pitch deck support, and due diligence.

  • KPI Tracking and Reporting: Ongoing performance tracking and reporting to ensure your investors and board have the insights they need.

  • Risk Management and Compliance: Integration of risk management processes and guidance on industry-specific compliance requirements.

Enterprise-Ready
and Exit Planning
(Gold Tier)

Perfect For: High-growth startups preparing for major scaling, mergers and acquisitions (M&A), or an exit strategy.

Key Benefits:

 

  • Full CFO Support: Dedicated CFO-level guidance, including active participation in board meetings and strategic decision-making.

  • Exit and M&A Advisory: Comprehensive exit planning and support, from financial audit preparation to negotiations and valuation analysis.

  • Advanced Financial Modeling: Detailed financial models to support complex business needs, including acquisitions, market expansion, and high-stakes financial planning.

  • Investor and Board Relations: Manage all aspects of investor relations, from financial reporting to exit communications.

  • Risk Management & Automation: Real-time risk monitoring and compliance support, ensuring your business is prepared for rapid growth or exit.

Optional Add-On: Risk Services & Automation

Available for all paid tiers, our Risk Services & Automation add-on provides:
Automated Risk Reporting: Ongoing risk monitoring and reporting to identify and mitigate potential threats.
Compliance Automation: Real-time updates on industry compliance and regulations, ensuring your business stays ahead of legal requirements.
Risk Management Strategy: Tailored risk mitigation plans, including strategic advice on how to safeguard your business as it grows.

Why Choose Us?

Tailored Solutions for Tech Startups: We understand the unique challenges of tech founders and offer financial strategies that align with your business goals.
Scalable Support: From early-stage guidance to high-level CFO services, our tiers are designed to grow with your business.
Expertise in Fundraising & Exit Planning: Whether you’re seeking investors or planning an exit, we provide the expertise you need to make the right financial decisions.

Let us help you build a solid financial foundation, scale your operations, and achieve your long-term goals.

Bookkeeping: 

Our skilled professionals take care of your day-to-day financial transactions, ensuring accurate record-keeping and providing you with up-to-date financial information. From managing accounts receivables and payables to reconciling bank statements, we streamline your bookkeeping processes, saving you time and enabling you to focus on growing your business. 

Payroll Services: 

Managing payroll can be complex and time-consuming. That's why we offer efficient and accurate payroll services to help you avoid penalties, comply with tax laws, and ensure your employees are paid on time. From calculating wages and deductions to preparing and distributing paychecks, we handle all aspects of payroll administration, allowing you to focus on other critical aspects of your business. 

Preparing
Financial
Statements: 

Accurate and meaningful financial statements are crucial for decision-making and presenting a clear picture of your company's financial health. Our team has extensive expertise in preparing financial statements in accordance with generally accepted accounting principles (GAAP) or other applicable frameworks. We provide you with comprehensive financial reports that enable you to assess your business's performance, identify trends, and make informed strategic decisions.

Tax Returns: 

Navigating the intricacies of tax regulations can be overwhelming and time-consuming. Our experienced tax professionals are well-versed in the latest tax laws and regulations. We provide comprehensive tax planning and preparation services to help you minimize your tax liability while ensuring compliance with all relevant tax obligations. From individual tax returns to corporate tax filings, we help you navigate through the complex tax landscape effectively. 

Fractional
CFO
Services: 

As your business grows, you may find the need for the strategic insights and guidance of a Chief Financial Officer (CFO). That's where our fractional CFO services come in. We provide you with access to experienced financial professionals on a part-time basis, offering the expertise you require without the expense of hiring a full-time CFO. Our fractional CFOs collaborate closely with you to develop financial strategies, optimize cash flow, and propel business growth. Additionally, we offer fractional controller services to further enhance your financial management capabilities.​

LET'S GET STARTED

Get in touch with our team today!

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