CFO Services

Santa Cruz’s Preferred Fractional CFO

Our team of expert CFOs are ready to step in and steer your financial strategy, helping Santa Cruz businesses hit their goals.

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 Santa Cruz Business?

Fractional CFO Consulting equips businesses with advanced financial expertise at a fraction of the cost of a full-time CFO. As strategic partners, these CFOs closely collaborate with leadership to build and execute strategies that drive profitability, growth, and enduring success.

Our Services

Full-Service Fractional CFO Consulting for Your Business

Our Fractional CFO Consulting team offers a wealth of industry knowledge tailored to optimize your business’s financial decisions. Each professional is dedicated to providing customized financial guidance, ensuring that every strategy directly supports your business’s goals.

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 adapts according to your startup’s current phase, industry demands, and unique challenges. Whether you’re navigating initial growth stages and require sharp financial strategy, or you need expert oversight during critical transitions, a Rise fractional CFO offers the flexibility and expertise essential for pivotal moments.

Custom Consultant: Our approach begins with a deep dive into your business’s specific needs, aligning our strategies with your long-term objectives. From M&A facilitation to investor reports, Rise ensures every financial move supports your broader business goals. This personalized approach gives you access to top-tier financial advice whenever you need it, so you’re not alone or uninformed in decision-making.
Strategy & Planning: A fractional CFO from Rise provides comprehensive oversight of your financial operations, identifying and addressing potential issues before they escalate, ensuring your financial strategy remains robust and responsive.
Local Knowledge : Rooted in southern California, Rise brings a localized understanding of Santa Cruz markets, regulations, and economic opportunities, enhancing our ability to offer relevant and effective financial advice tailored to the regional context.

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 Santa Cruz fractional CFO help in negotiating with banks or investors?

Yes, a fractional CFO can be instrumental in negotiations with banks or investors. They bring financial expertise and credibility to the table, helping to secure favorable terms by presenting financials and forecasts that underscore the company’s potential and stability.

What role does a Santa Cruz fractional CFO play in a company’s budgeting process?

A fractional CFO plays a critical budgeting role by setting financial targets, aligning budget allocations with determined goals, and ensuring efficient capital use. They provide insights into cost management and profitability, guiding strategic decisions that affect the budget.

How can a fractional CFO improve our cash flow management?

A fractional CFO improves cash flow management by analyzing the timing of incoming and outgoing funds, optimizing billing and collections processes, and advising on cash reserves and investments. They implement strategies that ensure sufficient liquidity for operations while planning for future growth and investments.

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