Executive Finance Leadership, On the Cadence You Need.
A senior CFO embedded in your business part-time, owning forecasting, capital, and the financial conversations the founder shouldn't have to lead alone.
Fractional CFO Services, end to end.
Fractional CFO work is not bookkeeping at a higher rate. We function as a member of your leadership team: setting the financial agenda, building the operating cadence, and representing the business to investors, lenders, and the board. Most of our engagements are with Bay Area startups and SMBs, on-site or remote.
Forecasting & cash strategy
Rolling 13-week cash forecast, annual operating plan, scenario modeling, and capital-allocation guidance, refreshed on a predictable monthly and quarterly cadence.
Board & investor communications
Board packages, lender updates, investor reporting, KPI scorecards, and prep for board and audit-committee meetings, including showing up to lead the financial section.
Operating cadence & controls
Monthly business reviews, departmental budget ownership, approval thresholds, and a documented controls environment scaled to the business's stage and risk profile.
Capital & transaction readiness
Diligence preparation, lender and investor conversations, term-sheet review, and quarterback role across legal, tax, and accounting when capital events are on the horizon.
Who this engagement is built for.
- Founder-led companies between $2M and $50M in revenue
- Venture- and PE-backed businesses without a full-time CFO
- Owners preparing for a capital event in the next 12–24 months
- Leadership teams that need senior financial judgment, not another hire
Explore the rest of our practice.
Tax Services
Year-round federal, state, and international tax strategy for closely-held businesses, founders, and complex household balance sheets.
Learn MoreAccounting & Bookkeeping
Modern, cloud-based accounting that closes on time, reconciles to the dollar, and produces statements you and your investors trust.
Learn MoreM&A Consulting
Sell-side and buy-side advisory for lower-middle-market transactions, with rigorous financial diligence that protects value at the table.
Learn MoreSMB Funding Advisory
Debt, SBA, and equity readiness work that gets SMBs in front of the right lenders and investors with credible numbers.
Learn More
Schedule a Private Consultation.
Talk to Prabal directly about your business. No sales pitch, and what you share stays confidential.
Schedule a Private Consultation