stepupcfo.com

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.

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Value-Added Partners

We find the best partners to completely deliver on our targets 

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Business Intelligence

Gain insights into performance drivers to make better decisions and manage actions that impact company success.

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Pricing & Profitability Analytics

Analyze transactional economics to identify quick gains and boost profitability.

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Strategic Initiatives

Determining business valuation for internal purposes.

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Day to Day Finance Work

Preparing stand-alone & integrated income statements, balance sheets, and cash flows

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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

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

  • Capital Growth Solutions

    We raise capital, restructure debt, and optimize cash flaow while building strong investor relationships.

  • Accelerate Growth

    Address revenue gaps, refine pricing, align sales incentives, and clear operational roadblocks.

  • Enhance Profitability

    Reduce costs, boost productivity, and optimize supply chains for leaner operations.

  • Optimize Cash Flow

    Speed up cash collection, streamline payments, manage inventory, and strengthen controls.

  • Strategic Financial Planning

    We craft long-term financial plans with a clear vision, setting benchmarks and targets to ensure you’re always a step ahead, backed by rapid and insightful analysis.

  • Deep Industry Expertise

    Our strategies cater to diverse sectors, including services, technology, healthcare, manufacturing, real estate, and more, delivering solutions tailored to your industry’s unique demands.

  • Holistic Risk Management

    Beyond compliance, our risk management encompasses robust frameworks, scenario analysis, and succession planning. We ensure businesses are prepared through strategic risk segmentation and ongoing education.

  • Exit Planning for Value Maximization

    From building a clear exit roadmap to diligence preparation and post-merger integration, we optimize every step to enhance exit value, attractiveness, and readiness.

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.

Testimonial #2 Designation

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.

Uday Bhaskarwar Serial Entrepreneur

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.

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