CFO Services

Santa Rosa’s Trusted Fractional CFO

Our team of skilled CFOs at Rise Financial Solutions guides Santa Rosa businesses to success with comprehensive and strategic financial leadership.

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 Rosa Business?

Engage with Fractional CFO Consulting to leverage top-tier financial expertise without the financial burden of a full-time CFO. These professionals act as strategic allies, closely working with management to foster growth, enhance profitability, and ensure long-term business success.

Our Services

Full-Service Fractional CFO Consulting for Your Business

Our Fractional CFO services at Rise bring you customized advice from financial experts who specialize in aligning their strategies with your business objectives. These professionals are not just consultants but partners in driving your business towards its long-term 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

When you work with Rise, you access a wealth of financial expertise derived from our extensive management experience across various industries. Our fractional CFOs play a dynamic and comprehensive role, ready to tailor their approach to your company’s needs. In times of unexpected challenges, you’ll benefit from the support of a professional equipped to offer insightful guidance and effective strategies.

Debt Management: We can assist with debt management by conducting a thorough analysis of your company’s current debt structure to identify opportunities for refinancing or consolidation, leading to more favorable terms. A fractional CFO can strategize and manage debt to maintain optimal balance and reduce financial strain.
Tax Strategy: A fractional CFO helps with tax strategy by providing expertise in tax planning and compliance to optimize your company’s position. They confirm all financial activities are congruent with current tax laws, minimize liabilities, and identify tax credits or deductions.
Business Valuation: A Rise CFO can analyze your company’s financial statements, market position, and growth potential. They assess various metrics such as revenue, profit margins, and cash flows, considering industry-specific factors that affect your company’s value. Their deep understanding of financial modeling, forecasting, and risk assessment enables them to provide an accurate valuation crucial for decision-making during mergers, acquisitions, or capital-raising efforts.

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 does a Santa Rosa fractional CFO approach compliance with industry-specific financial regulations?

Our fractional CFOs in Santa Rosa tackle compliance by staying updated on relevant laws and standards. They ensure that your financial practices meet these requirements, often using their expertise to implement effective controls and audits that maintain transparency and accuracy.

What is the role of a fractional CFO in managing investor relations?

In managing investor relations, a fractional CFO plays a crucial role in communicating financial health and business strategies to investors. They prepare detailed reports, lead financial discussions during meetings, and help maintain transparency to build stakeholders’ trust and confidence.

How can a Santa Rosa fractional CFO support a business during an economic downturn?

During economic downturns, a fractional CFO can provide critical support by closely monitoring cash flow, identifying cost-cutting opportunities, and reassessing financial strategies to adapt to the changing market conditions. They assist in navigating financial obstacles so the business remains resilient and positioned for recovery.

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