CFO Services

Napa’s Trusted Fractional CFO

At Rise Financial Solutions, our experienced CFOs provide tailored financial guidance and leadership to help both startups and established Napa companies excel.

Schedule a Free Consultation

For inquiries about our fractional CFO services, please provide your contact details. A member of our team will reach out to schedule a call and see how we can assist you.

How Can a Fractional CFO Help Your Napa Business?

With Fractional CFO Consulting, businesses gain access to expert financial guidance without the expense of a full-time CFO. Fractional CFOs work as strategic partners, helping to develop and execute plans that drive business growth, profitability, and sustained success.

Our Services

Full-Service Fractional CFO Consulting for Your Business

With Rise’s Fractional CFO Consulting, you’ll access a team of skilled strategists renowned for their industry expertise and commitment to tailored financial guidance. They are focused on delivering personalized support that resonates with your unique business challenges.

Monthly Finance Reviews

Gain valuable insights into your financial performance and address emerging issues or topics.

Annual Planning Process

Develop a comprehensive annual plan inclusive of financial budget, headcount plan, and key performance indicators (KPIs) to guide your business’s strategic direction.

Quarterly Reforecast

Stay agile and responsive to changing market conditions with quarterly reforecasts based on current run rates and performance trends.

Financial Health Scorecard

Track your business’s financial health and performance against goals with a customized Financial Health Scorecard.

Valuation Calculations

Evaluate your business’s worth based on financial projections and industry comparables to inform strategic decisions and potential transactions.

Strategic Priorities List

Maintain a strategic priorities list to address key initiatives and opportunities identified during check-in meetings.

Optimization Recommendations

Receive recommendations for optimizing financial processes and systems, such as implementing Accounts Payable (A/P) software to streamline vendor invoices and reduce manual data entry.

Liaison with Third Parties

Benefit from our extensive network and relationships as they liaise with lenders, attorneys, investors, and other third parties on your behalf.

Capital Raises

Receive support and guidance for both debt and equity capital raises, including assistance with financial due diligence and documentation.

Cap Table Modeling

Manage and optimize your capital structure with detailed Cap Table modeling.

Financial Board Materials

Ensure your board is equipped with accurate and insightful financial information.

Ad-Hoc Financial Analysis and Guidance

Receive on-demand support and guidance from our Fractional CFOs on various financial topics as they arise, such as investment opportunities or fundraising initiatives.

Our Benefits

Expert CFO Guidance Without the Full-Time Cost

When you partner with Rise, you gain financial expertise honed from our years of management experience across industries. Our fractional CFOs inhabit a broad and nuanced role and are prepared to adapt to your company, taking a customized approach. When faced with an unforeseen challenge, you benefit from the support of a professional who can provide insightful guidance and practical strategies.

Risk Management: A fractional CFO improves a company’s ability to identify and mitigate financial risks before they affect your business. As your business progresses through various stages, increased vigilance and oversight is especially crucial for reducing risks.
Cost Efficiency: Rise is a cost-effective solution for businesses not ready for a full-time CFO or that require project-based assistance. In addition to not incurring extra employment costs, we identify and implement measures that improve profitability without compromising productivity or value.
Improved Decision Making: As industry leaders with extensive cross-company experience, we can equip your company’s management with accurate financial data and analysis for informed decision-making. Backed by detailed information and ongoing reporting, you’ll experience new confidence with each step.

Rise has been crucial to our Digital Marketing Agency, offering expert guidance in accounting, bookkeeping, and strategic business decisions. Iric’s personalized attention and proactive approach have significantly contributed to our success.

Adam Lang

Owner, KICKOFF

Partnering with Rise has been crucial to our growth, helping us double our revenue and improve margins. As our fractional CFO, Rise has expertly navigated inventory, working capital, & cash flow challenges. His guidance has been invaluable for our long-term success.

Keith McDonald

Owner, NH Tap

Partner with Rise

Rise was founded out of a deep passion for supporting businesses in one of the most crucial and challenging areas – finance. As a boutique financial solutions firm specializing in strategic financial consulting, accounting, and tax, we’re committed to empowering business owners with accurate data and thoughtful analysis to drive decision-making.

Frequently Asked Questions

What is the best way to integrate a Napa fractional CFO into our existing finance team?

The best way to integrate a fractional CFO into your existing team is to clearly define their role and responsibilities from the start. Plan introductions with key team members and establish open lines of communication. Regular meetings and updates can help align the CFO’s expertise with the team’s goals and workflows.

Can a fractional CFO assist in implementing new financial technologies or systems?

Yes, a fractional CFO can assist in implementing new financial platforms or systems. Their expertise often includes staying informed of the latest technologies and tools, ensuring they can oversee the integrations of systems that improve efficiency and accuracy in financial reporting.

What experience do your Napa fractional CFOs have with mergers and acquisitions?

Our fractional CFOs typically have extensive experience with mergers and acquisitions, bringing valuable expertise in due diligence, valuation, negotiation, and post-merger integration. They can provide strategic guidance so that M&A activities align with your company’s long-term goals and deliver seamless execution.

Ready to Elevate Your Financial Strategy?

Take the first step towards strategic financial leadership with Rise Fractional CFO Consulting. Contact us today to learn more about how our services can empower your business and drive sustainable growth and success.

Schedule a Free Consultation