LevelUp

Empowering High-Growth Businesses with Expert Financial Guidance

We provide interim and fractional CFO services that drive growth, optimize resources, and achieve long-term success

We provide interim and fractional CFO services that drive growth,
optimize resources, and achieve long-term success

WHY WORK WITH A FRACTIONAL CFO?

Hiring a fractional CFO is the ideal solution for businesses that are not yet ready to hire a full-time CFO but still want the benefits of having a senior strategic finance leader on their side. Research shows that early CFO involvement correlates with greater long-term success. Leverage our extensive experience partnering with fast growing companies across industries such as SaaS, e-commerce, bio-tech, and professional services. From optimizing revenue and expanding profit margins to modernizing your tech stack and raising capital, we bring a wealth of experience to the table. By partnering with us, we will help take your business to new heights of success.

OUR SERVICES

Meeting your business where it’s at is central to our approach. We cater to diverse needs through two distinct service models. For businesses seeking continuous support and leadership as they scale, we provide fractional CFO services where we integrate seamlessly into your team. Alternatively, for those facing specific challenges, our project-based consulting services offer targeted solutions that can be customized and added to as needed.

FRACTIONAL CFO

Our fractional CFO services offer the benefits of having a CFO on your team, regardless of your company’s size. We seamlessly integrate into your team, interfacing with internal and external stakeholders, and providing strategic financial guidance to enhance growth and profitability.

FINANCIAL CONSULTANCY

Have a specific problem that needs solving? Looking for support on an upcoming transaction? Our finance consulting services are tailored to address specific challenges and opportunities within your business.