Step Up from Potential to Results
Maximize Profitability, Productivity, Net Income, Cash Flow, Valuation
What is a Fractional CFO
Unoptimized financial and operational management can be expensive to outright fatal for your business
Up to 80% lower cost than hiring a typical CFO on a full time basis
A highly accomplished, experienced, and trusted Business Finance leader who serves multiple businesses concurrently
Ideal for startups, Small biz, M&A, Asset Sale, strategic events, business distress
Handles all financial management needs, executing on strategic growth, turnaround, taxes, planning, fundraising
More acceptance within the team, Seen more as partner, SME, guide and coach
Can be positioned as temporary, part time, or project based without affecting existing business relationships or team dynamics
Flexible Fee - part-time, project based, and/or gain-share. No long term contracts
Business owners / CEOs can devote more time share and mindshare on driving growth, customers, building a team, creating products
Why Fractional CFO
Unoptimized financial and operational management can be expensive at a minimum, to being outright fatal for your business
Up to 80% lower cost than hiring a typical CFO on a full time basis
A highly accomplished, experienced, and trusted Business Finance leader who serves multiple businesses concurrently
Ideal for startups, smaller businesses, and larger businesses going through M&A, Asset Sale, strategic events, business distress
Sharply focused on partnering with Founders, entrepreneurs, and CEOs on operations and strategy, while bringing expertise in project mgmt, fundraising, banking, cash flows, profitability and business planning
More acceptance within the team, Seen more as partner, SME, guide and coach
Can be positioned as temporary, part time, or project based without affecting existing business relationships or team dynamics
Flexible Fee - part-time, project based, and/or gain-share. No long term contracts
Business owners / CEOs can devote more time share and mindshare on driving growth, customers, building a team, creating products
Discover Our Expertise
Operations & Strategy Focused CFOs
Strategic Business Planning
Build a clear vision & actionable strategic planning for your business.
Read MoreBusiness Intelligence
Gain insights into performance drivers to make better decisions and manage actions that impact company success.
Read MorePricing & Profitability Analytics
Analyze transactional economics to identify quick gains and boost profitability.
Read MoreDay to Day Finance Work
Preparing stand-alone & integrated income statements, balance sheets, and cash flows
Read MoreStepup CFO
Team Brings Years of Success to you
Solve Business Challenges & Realize Opportunities Better With A Partner Who Has Seen This Journey Before
Founded by a former CFO, COO, CEO, Angel investor and mentor. Actively investing and financing
Strong networks connected to multiple bankers, outside experts, industry veterans, Angel & Venture capital investors
We target >300% ROI. Flexible hybrid & gain share models to keep costs low, share risks and rewards
Over 3 decades of large corporates, small business, start up experience across geographies and industries.
Step Up CFO executives are hands-on, focused on results not advice. Track record of operational successes, cash rich exits
Step Up CFO stands out with expertise in operations and business, beyond just finance and accounting.
Stepup CFO Team Brings Years
of Success to you
Solve Business Challenges & Realize Opportunities Better With A Partner Who Has Seen This Journey Before
Founded by a former CFO, COO, CEO, Angel investor and mentor. Actively investing and financing
Robust networks with bankers, industry experts, seasoned veterans, and angel & venture capital investors.
We target >300% ROI. Flexible hybrid & gain share models to keep costs low, share risks and rewards
Over 3 decades of large corporates, small business, start up experience across geographies and industries.
Stepup CFO executives are hands-on, results-driven, with a track record of success and cash-rich exits.
Step Up CFO stands out with expertise in operations and business, beyond just finance and accounting.
Our 3 Step
Proprietary Model
Proven
Has worked for small businesses across industries and stages of growth
Unique
As a CEO, COO, CFO and Investor, there is a unique perspective to business that cannot be replicated
Iterative
There’s no magic fix, but with collaboration and a systematic approach, most business challenges can be resolved.
Our 3 Step
Proprietary Model
Proven
Has worked for small businesses across industries and stages of growth
Unique
As a CEO, COO, CFO and Investor, there is a unique perspective to business that cannot be replicated
Iterative
There’s no magic fix, but with collaboration and a systematic approach, most business challenges can be resolved.
StepupCFO Delivers Real Impact
Stepup CFO Delivers Thought Leadership
Testimonials
I worked in GE together in Connecticut a few years back. Amit brings a very strong analytics background. He’s very sharp and fast with numbers he did. He did exceptional work in budgeting financial planning analysis route analysis and overseeing accounting in controllership some of his eye for details, comes from his background as a master black belt in six sigma Over the years Amit and I have discussed various investments in startups. I know he understands small businesses and startups really well as a business person and as a finance person. Next. I know he’s building a team of very capable professionals like himself to help small businesses. I am sure he will add a lot of value to the businesses he and his team works with. Amit gets really involved in the businesses he supports and many a times he himself also becomes an investor or helps arrange investments for the businesses he works with.
I've known Amit for over a decade, and his deep understanding of finance is truly impressive. He possesses a unique ability to grasp complex financial concepts and apply them to real-world situations. His sharp intellect and problem-solving skills are unparalleled. Beyond his technical expertise, Amit is a compassionate and supportive colleague. He excels at building strong relationships and is always willing to lend a helping hand. He is ability to understand and dissect people beyond their professional abilities is quite amazing. Together, we've partnered to assist small and mid-sized US businesses with technology and operational transformations. Amit's keen insights into the challenges faced by these organizations have been invaluable. His hands-on approach and dedication to delivering results have led to significant improvements for our clients, particularly those facing resource constraints.
Use Cases
Smart financial & operational decisions like make or buy, key exec hires, incentivizing sales
Setting short-term and long-term forecasts & team targets. Hitting targets. Benchmarking.
Selecting, upgrading or implementing accounting systems, business reporting
Upgrading bank lines. Assess /Establish bank relationships, Equity raise from Angels, VCs
Buying & Integrating businesses, Add Ons, Succession planning, Geographic expansion
Deep insight into cash flows. Making cash allocation choices between growth, ops, deleverage
Incentivizing, mentoring team members. Setting operating rhythms to drive results
Capturing opportunities for Hyper growth or navigating tough external environment
Preparing for sale, Exit Planning, Enabling buyer diligence, Optimizing data room
Investor management, reporting, engagement, follow on rounds of funding
Compliances, Taxes, Risk management, streamlining information for external reporting
Cost outs, higher profitability, Root Cause Analysis of past issues, Avoiding blind spots
Let's
Connect
Please contact us if you have any questions or would like to contact a Stepup CFO Professional.
