Where Finance Gets Sharp,
and Strategy Gets Loud
About
The CFO Edit
Whether you’re scaling, raising capital, or gearing up for an exit, we provide executive-level financial strategy without the cost or commitment of a full-time CFO.
This is not about fixing spreadsheets. It’s about editing your entire financial function for growth, confidence, and control.
What We Do
Fractional CFO Partnerships
A strategic, part-time CFO without full-time overhead.
- Executive financial leadership & guidance
- Board-ready financial reporting & presentations
- Cash flow planning, scenario modeling, and forecasting
- Strategic planning & performance tracking
- Monthly CFO check-ins & ad hoc advisory
Finance Team Restructure
Building a lean, smart, scalable finance department.
- Evaluation of internal team roles & hiring roadmap
- SOPs and workflow improvements
- Software and tech stack recommendations
- Onboarding support for internal finance hires
Capital + Exit Prep
Get investor-ready with confidence and clarity.
- Budgeting, KPI dashboards & performance reporting
- Financial modeling for capital raises, M&A, or exits
- Due diligence support & pitch prep
- Profitability analysis and strategic advisory
Who We Work With
For Founders Who Move With Intention
We partner with growth-focused companies navigating high-stakes financial decisions. Our clients include:
Established service-based businesses ready to professionalize their finance function
Real estate investment firms and funds managing active or expanding portfolios
Private equity portfolio companies in phases of transition, turnaround, or accelerated growth
Why The CFO Edit
You’ve outgrown DIY finance. But that doesn’t mean you need a bloated finance team. The CFO Edit gives you top-tier financial clarity, structure, and foresight fractionalized to fit your business.
With us, you get:
Executive finance strategy
Hands-on implementation support
Clear, confident decision-making
Data-backed storytelling for investors and stakeholders