Finance that fuels growth.
A boutique strategic finance advisory firm in New York, building the reporting, planning, and capital readiness that growth demands.
Our mission.
A boutique strategic finance advisory firm building institutional-quality finance capability for founders, investors, and leadership teams.
Senior-level counsel delivered directly by the partner leading your engagement — institutional rigor with the agility growth-stage operators require.
Every relationship begins with a diagnostic of finance infrastructure, reporting, planning, and capital readiness before an engagement is designed.
ScaleCFO is a boutique strategic finance advisory firm that begins every engagement with a structured assessment, then builds the financial infrastructure, reporting architecture, and decision-support capabilities organizations need to scale with confidence.
- ◆Scaling revenue past ~$1M ARR
- ◆Preparing for institutional capital
- ◆Raising debt financing
- ◆Buying or selling a business
- ◆Geographic or product expansion
- ◆Finance transformation
ScaleCFO partners with founder-led companies, investors, and growth-oriented organizations where strategic finance, financial infrastructure, and executive reporting create measurable business value.
Sector expertise across four verticals.
Technology
AI · B2B & Enterprise Software · IT Services · Digital Infrastructure · Data Platforms · Developer Tools
Financial Services
Payments · Banking · Fintech · Digital Assets · Capital Markets · Blockchain
Healthcare
Medical Technology · HealthTech · Healthcare Providers & Services · Life Sciences
Consumer Products
Retail · CPG · E-Commerce · Consumer Brands · Food & Beverage
Cross-functional capability underpinning every engagement.
Finance Infrastructure
- ·Reporting architecture and systems evaluation
- ·Management reporting frameworks
- ·Cash visibility and decision-support tooling
Performance Management
- ·KPI identification and rationalization
- ·Industry benchmarking
- ·Accountability and ownership frameworks
Strategic Planning
- ·Growth strategy evaluation
- ·Scenario planning and forecasting
- ·Resource allocation and initiative prioritization
Capital Strategy
- ·Fundraising preparedness assessments
- ·Investor reporting frameworks
- ·Financial narrative and communication planning
Executive Reporting
- ·Executive dashboard design
- ·Board reporting templates
- ·Management review cadence
Data & Analytics
- ·Build datasets and an analytics function
- ·Structure backend data warehouses
- ·Unit economics and decision-support modeling
Other services include executive dashboards and board reporting templates, scenario planning models, executive presentations, and bookkeeping services.
From intro call to ongoing partnership.
A 10-minute intro consultation, then a 60-minute working session. Pricing beyond that is set by agreed scope.
Intro Consultation
A 10-minute introductory call to understand your business and determine fit.
- ◆Business overview
- ◆Current finance environment
- ◆Priorities and timing
Complimentary
- · Fit assessment
- · Recommended next step
Working Session
A 60-minute working session covering your operating model, reporting, and capital priorities.
- ◆Business model and growth objectives
- ◆Finance infrastructure and reporting
- ◆Planning, forecasting and KPIs
- ◆Capital priorities
Starting at $1,000
- · Executive observations
- · Strategic recommendations
- · Suggested next steps
Customized Engagement
A tailored scope aligned to your priorities, cadence, and growth objectives.
- ◆Scope and deliverables
- ◆Reporting cadence
- ◆Implementation roadmap
Tailored to scope
- · Defined by diagnostic findings and business objectives
Ongoing Partnership
Continuing strategic finance support as the business scales.
- ◆Strategic finance
- ◆FP&A and forecasting
- ◆Executive and board reporting
- ◆Capital planning
Advisory retainer
- · Recurring support tailored to evolving needs
Frequently asked questions.
Who is a good fit?
Founders, investors, and leadership teams preparing for their next stage of growth — scaling revenue, raising capital, or building the finance infrastructure a more complex organization requires.
How does the first conversation work?
It begins with a 10-minute intro consultation to understand your business and confirm fit. If there is a match, we schedule a 60-minute working session focused on priorities, gaps, and next steps.
How are engagements structured?
Intro Consultation → Working Session → Customized Engagement → Ongoing Partnership.
Do you work alongside existing finance teams?
Yes. We complement in-house teams, controllers, accountants, tax professionals, and investors.
How long does a diagnostic take?
Most are completed within two to four weeks, depending on scope and complexity.
Start with a 10-minute intro call.
A brief conversation to confirm fit — followed by a 60-minute working session if there is a match.