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Maximize Revenue and Profit with a Tech-Forward Fractional CFO Team

 

What We Do

Fractional CFO Strategy Solutions

  • Trusted Partner to CEO / Founder
  • Focus on Enterprise Value Creation
  • Enhance People, Process & Technology
  • Banking, Board, and Investor Relations

Everyday Accounting Solutions

  • From Bookkeeping to Full-Cycle Accounting Department
  • Enhance Internal Controls
  • Robust Month Close Process

Transaction Services & Special Projects 

  • Capital Raising & Financing
  • M&A / Sell-Side Advisory
  • Software Cleanup & Implementations
  • Interim CFO & Accounting Support

Who We Work With

Small Businesses

 
 

Professional Service Firms

 
 

Software Companies 

 
 

Advertising Agencies

 

The Problems We Solve

Financial leadership without full-time cost

  • Need for executive-level financial expertise to drive better results
  • Cannot afford a full-time CFO, or capital just better deployed elsewhere 
  • Need sophisticated guidance beyond day-to-day bookkeeping

Growth-related financial challenges

  • Cash flow management during rapid growth
  • Scaling financial operations efficiently
  • Pricing strategy and unit economics optimization

Lack of  timely financial visibility 

  • Lack of actionable financial insights
  • Delayed or inaccurate financial statements
  • Missing KPIs and performance metrics
  • Need for better board/investor reporting

Strategic planning and execution gaps

  • Absence of robust financial forecasting
  • No clear path to profitability
  • Limited scenario planning capabilities
  • Disconnection between strategy and finances

 Infrastructure weaknesses

  • Inadequate financial systems, processes, controls
  •  Lack of documented financial SOPs
  • Inefficient accounting operations

Capital event preparation

  • Fundraising readiness
  • M&A preparation 
  • Due diligence / Quality of Earnings support
  • Valuation enhancement strategies

Our Executive Leadership Team

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Ryan Anderson, MBA

Founder & CEO

Ryan, a seasoned C-suite executive, served as a full-time CFO five times before founding Capstone CFO. With over 20 years of experience in operations, finance, and accounting, Ryan has worked across 15 different industries. He holds an MBA from Georgia Tech and a BBA from Oglethorpe University.

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Cheryl Frank, CPA

VP of Accounting Services

Cheryl leads the accounting division with over 13 years of expertise in financial operations, specializing in hedge funds, private equity, and mutual funds. Cheryl holds a BS in Accounting from the University of Southern California, where she developed a strong foundation in financial principles and practices.

 
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Andrew Caldwell

Fractional CFO

Andrew is an accomplished finance executive with 15+ years of experience across multiple industries. He specializes in developing and executing profitable growth initiatives to help SMBs achieve transformational scale and enterprise value. Andrew earned his BS in Economics from Arizona State University.

Our Core Process

Onboarding Process 

  • One-on-One Meetings with CEO and Leadership Team
  • Deep Research on Business Model and Historical Performance
  • 30-60-90 Day Prioritization Plan to Deliver Rapid Results
  • Development of Robust Financial and Operational Reports

 

 

 

Ongoing Process

  • Help Develop & Execute Strategy
  • Drive Financial Performance
  • Optimize People, Process, and Technology

 

 

 

CFO Plans                                               Core     Pro    Enterprise
Tailored Onboarding Process to Your Business & Industry                              🔵                        🔵                                  🔵
Includes comprehensive reporting mapping to live QuickBooks Online Data
CFO Financial & Management Reporting with Key Insights                            🔵                        🔵                                  🔵
24-7 Live Access to Historical and Forecasted Profit & Loss, Balance Sheet,                                                                                                                                       Statement of Cash Flows, Working Capital, Financial Snapshot, and many more
Annual Budget Development by Key Revenue and Cost Centers                 🔵                        🔵                                  🔵
Base, Upside, and Downside Budgets by Key Revenue and Cost Centers
Weekly Review and Updates to 13-Week Cash Flow Forecast                      🔵                        🔵                                  🔵
Review and discuss key inflows and outflows, Discuss key working capital decisions
Annual Go-To-Market Strategy Development & Execution Plan                                                 🔵                                  🔵
Mission,-Vision-Purpose, Buyer Personas, Ideal Customer Profile, Pricing                                                                                                                                             Strategies, Unique Selling  Proposition, SWOT Analysis, Market Position Exercises,                                                                                                                    Organizational Design, and much more
Exit Planning / M&A / Capital Raising / Financing / Investor Relations
Comprehensive CFO support through all types of transactions

CFO Plans

  • Tailored Onboarding Process to Your Business & Industry

    Includes comprehensive reporting mapping to live QuickBooks Online Data

  • CFO Financial & Management Reporting with Key Insights

    24-7 Live Access to Historical and Forecasted Profit & Loss, Balance Sheet, Statement of Cash Flow, Working Capital, Financial Snapshot, and more

  • Annual Budget Development by Key Revenue and Cost Centers

    Base, Upside, and Downside Budgets by Key Revenue and Cost Centers

  • Weekly Review and Updates to 13-Week Cash Flow Forecast

    Review and Discuss Key Inflows and Outflows, Discuss Key Working Capital Decisions

  • Annual Go-To-Market Strategy Development & Execution Plan

    Mission, -Vision, -Purpose, Buyer Personas, Ideal Customer Profile, Pricing Strategies, Unique Selling Proposition, SWOT Analysis, Market Position Exercises, Organizational Design, and more.

  • Exit Planning/ M&A / Capital Raising / Financing / Investor Relations

    Comprehensive CFO Support Through All Types of Transactions

  • Advances CFO Management

    Executive Compensation Plans, Phantom Stock Option Plans, Sals Commission Plans, Equity Planning, Cap Table Management and Modeling, Tech-Stack Evaluations

  • Weekly CEO/CFO Same Page Meeting

    Review Interim Progress to Monthly and Quarterly Goals, Review Financials, Discuss Action Items

  • Monthly CEO/CFO Finance Meeting

    Review Financial Results from Prior Period, Quarter, Trailing 3-Month, Trailing 12-Month, and 12-Month Outlook

  • Quarterly CEO/CFO or Leadership Team Growth Planning Executive Session

    All-Day Quarterly Planning to Set Key Objectives to Achieve Annual Plan

  • Priority, On-Demand CFO & VP of Finance Access

    Daily CFO Expertise and Insights to Drive Key Business Decision Making

Core

Pro

Enterprise

Our CFO Team Tech Stack

Our Plans & Pricing

CFO Plans

CFO Plans

Accountant Plans

Accountant Plans

Special Projects

Special Projects

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