CFO Direct
More Than Accounting —
Your Strategic Growth Partner
About Us
Our Firm's Focus
CFO Direct Inc is a boutique accounting firm focused on startups. Our experienced team specializes in providing tailored financial solutions to help startups navigate through complex financial challenges and achieve sustainable growth. We prioritize partnership, transparency and integrity, guiding startups at every step to ensure confidence in their financial journey.
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​Unlike traditional outsourced firms, we fully integrate into your business, using company emails and systems to function as a seamless part of your internal team. We're not just advisors—we're embedded partners committed to your success.
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Core Services
Reliable, accurate, and scalable accounting support. Strategic finance leadership to drive growth and investor confidence. Hands-on financial operations and reporting control.
Accounting Services
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GAAP-compliant accounting
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Account reconciliations
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Customer invoicing & receivables management
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Accounts payable & vendor payments
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Deferred revenue tracking
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Commission tracking & analysis
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Expense reimbursements
Fractional CFO
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Strategic financial advisory & board-level insights
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Fundraising support: equity & debt structuring/negotiation
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Business plans & annual budgeting
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Executive-level financial reporting (for execs, board, investors)
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Contract and commercial term reviews
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Governance frameworks & financial process optimization
Fractional Controller / Chief Accounting Officer
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Accounting and cost structure reviews
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Monthly close & financial reporting
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Budget vs actual & variance analysis
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GAAP compliance assessments
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Sales tax compliance & risk reviews
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Oversight of external partners (audit, tax, legal, banks, 409A, insurance)
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ERP and business system implementations
Additional Services
Insightful, data-driven tools that support smart, strategic decisions. Seamless HR support integrated with your finance function. Build operational maturity with the right controls and processes.
Financial Modeling & Analysis
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Fundraising-ready long-term financial models
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Annual budgets and rolling forecasts
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Variance analysis and scenario planning
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Management and segment-level reporting
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Visual dashboards and financial graphs
HR Admin & Back Office
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Employee onboarding/offboarding
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Payroll setup and administration
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Benefits management (Health, 401k)
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Equity & stock option administration (e.g., Carta)
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HR Policies & Processes
Policies & Processes
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Employee handbook development
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Expense policy & approval workflows
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Authority matrix definition
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Quote to Cash (Q2C)
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Procure to Pay (P2P)
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Hire to Retire (H2R)
What Sets Us Apart
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Fully embedded in your business—use your systems, emails, and tools
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Not just advisors: integrated partners committed to your success
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Founders have real operator experience inside startups
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20+ years combined experience supporting and scaling startups
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100% U.S.-based team—no offshoring, no added security risks
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Most team members are CPAs or on the path to certification
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True GAAP accounting and cash management—not just bookkeeping
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Boutique firm with low turnover = consistent, reliable team
