CFO Services

San Francisco Bay Area’s Trusted Fractional CFO

Looking for financial guidance that fits your San Francisco business? At Rise Financial Solutions, we’ve got you covered with customized fractional CFO services.

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 San Francisco Bay Area Business?

A part-time fractional CFO from our team provides both everyday financial management and strategic innovation at a fraction of the cost of a full-time executive. Opting for a fractional CFO allows your business to benefit from expert financial guidance and tailored strategies designed to propel your growth and success, even if a full-time hire isn’t currently feasible within your budget.

Our Services

Full-Service Fractional CFO Consulting for Your Business

With Rise, you benefit from the expertise of our financial professionals, each bringing a deep understanding of various industries. These seasoned experts provide strategic guidance and personalized support to help align your financial strategies with your unique objectives.

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

The functions of a fractional CFO will look different depending on your company’s challenges, industry, and growth stage, and will evolve over time. Are you an emerging enterprise that didn’t previously need a CFO but could now use a finance expert to guide you through investor relations? Or a seasoned company with a full-time CFO who could use someone with specialized experience for an upcoming transition? The benefit of an experienced and on-demand CFO lies in their flexibility and nuanced understanding of finance functions.

Custom Consultant: Rise takes a comprehensive advisory approach with our clients. From the start, we focus on digging out the essential gaps and needs of your organization so that we can steward all operations with shared goals in mind. From crisis management and financial recovery to cash flow management, we design our strategies to align with your long-term.
Planning & Strategy: Without an industry professional on your team, you may be unaware of lurking complications in your financial strategy or hidden discrepancies in your records. A fractional CFO can pinpoint and oversee any facet of your finance operations with a keen awareness of broader implications and the expertise to develop a workable solution.
Local Knowledge : Because we’re not spread out across the country, we maintain a strong grasp of local regulations, changes, and opportunities. We’re familiar with the San Francisco Bay landscape and offer advisory services with localized attunement.

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

How can a fractional CFO in assist in financial forecasting for our San Francisco Bay business if they’re not an internal employee?

For those who haven’t worked with an advisory executive before, we understand the hesitation. Keep in mind that a fractional CFO brings external expertise and a fresh perspective to your financial forecasting, leveraging broad industry experience and specialized skills. They work closely with your team to understand your business’s specific challenges and goals, using advanced tools and methods to plan accurately, even on a part-time or consultative basis.

What is the process for setting financial goals with a fractional CFO?

Working with a fractional CFO to set financial goals involves collaborative planning sessions where your business objectives are aligned with realistic financial targets. The CFO will analyze your current financial health, market conditions, and business strategy to set achievable goals, providing guidance and accountability throughout the process.

How does a fractional CFO contribute to risk management strategy?

A fractional CFO enhances your risk management strategy by identifying financial risks before they become issues and advising on mitigation strategies. Their expertise in financial compliance, market trends, and economic indicators enables them to foresee potential threats and recommend preventive measures tailored to your business environment.

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