CFO Services

San Jose’s Preferred Fractional CFO

Rise delivers strategic Fractional CFO Consulting services designed to bolster financial management and drive success for San Jose businesses, no matter their growth stage.

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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 Jose Business?

Fractional CFO Consulting allows companies to access expert financial advice without the overhead of a full-time CFO hire. These CFOs serve as strategic partners, collaborating with your team to devise and implement strategies that bolster growth and profitability for long-term success.

Our Services

Full-Service Fractional CFO Consulting for Your Business

Partnering with Rise for strategic Fractional CFO Consulting gives you access to experts who utilize their deep industry knowledge to provide tailored advice and support. They focus on crafting personalized solutions that help propel your business toward achieving its strategic ambitions.

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 role of a fractional CFO varies based on your business’s unique challenges, industry, and stage, and will adapt over time. Whether you’re a growing business that hasn’t needed a CFO but now requires financial expertise for economic forecasting, or an established firm that needs specialized financial insights for a transition, the value of an on-demand, experienced CFO lies in their flexibility and deep financial understanding.

Custom Consultant: We adopt a thorough advisory approach with our clients, starting by identifying the critical gaps and needs within your organization so that our efforts are fully aligned with your long-term goals. From merger or acquisition support to transaction management, our services are designed to complement your business growth.
Risk Management: Without a seasoned professional in your finance team, potential issues in your strategy or unnoticed errors in your records may go unaddressed. A fractional CFO can identify and manage any aspect of your financial operations with a sharp eye for detail and the expertise to develop practical solutions.
Local Knowledge: Based in the southern California region, we maintain a robust understanding of local regulations, shifts, and opportunities. We are well-acquainted with the San Jose business environment and offer advisory services that are finely tuned to local conditions.

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

Can a San Jose fractional CFO provide training or development for our finance team?

Yes, a fractional CFO can certainly provide training and development for your team. They bring a wealth of experience and knowledge, which can be crucial for enhancing the skills of your finance members and high-level executives. By mentoring staff and introducing advanced financial practices and technologies, a fractional CFO helps improve the overall efficiency and capability of your department.

How often should we review our financial strategy with a fractional CFO?

It is advisable to review your financial strategy regularly with a fractional CFO, typically on a quarterly basis. This frequency allows you to adjust and adapt to changes in your business environment, market conditions, and financial performance. However, the specific frequency can vary based on your company’s needs and the complexity of your operations.

What are the key performance indicators (KPIs) a San Jose fractional CFO would monitor?

A fractional CFO would monitor the KPIs most critical to your business’s financial health and efficiency. Common KPIs include cash flow, profit margins, return on investment (ROI), operating expenses, and revenue growth rates. The specific KPIs chosen often depend on your business sector and your company’s strategic goals

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