Fractional CFO Services

👋 Welcome to FinOps.Company

We’re excited to learn more about your company. This form helps us tailor our financial services to your specific needs.
Why we ask for details

To understand your business structure

To design customized financial solutions

To support your growth goals from day one

How we use your information

To streamline your onboarding process

To ensure accurate setup and compliance

To provide relevant financial insights from the start
🔒 Confidentiality

Your information is kept strictly confidential and will be used only for onboarding and service planning purposes.

🚀 Getting started

Please complete the form as thoroughly as possible. The more details you provide, the faster and smoother your onboarding will be. Together, we’ll build a strong financial foundation for your success.
💼 FinOps.Company Advantage

At FinOps.Company, our seasoned financial experts deliver strategic insights and innovative solutions tailored to your business goals. Leveraging deep industry experience, we transform fractional CFO engagements into full-scale results that drive sustainable growth and maximize returns.

📑 Audit & Funding Preparation

We prepare your company for audits, funding rounds, and investor due diligence with complete, GAAP-compliant financial statements and disclosures.

🧭 Financial Team Leadership

We provide hands-on leadership for your finance team, ensuring accurate reporting, streamlined workflows, and strategic alignment across departments.

⚡ With FinOps.Company, you gain a trusted partner to guide your business through critical transitions and long-term growth.
Your Name*

First NameLast Name
What is your position and responsibilities in the company?*

I am the founderI am the CEOI am responsible for the financial operations of the companyI am a Board Member/DirectorI am an investor in this companyNone of that above
Contact Email*
example@example.com
Your LinkedIn*
Please enter the legal name of your company*
What is your company's industry?*

B2B SaaSB2C SaaSAI (Artificial Intelligence)AR/VR (Augmented/Virtual Reality)BiotechBig DataBlockchain & Web3CybersecurityE-CommerceEdTech (Educational Technology)FinTech (Financial Technology)FoodTech (Food Technology)GamingIoT (Internet of Things)Digital HealthConsumer InternetRoboticsMarTech (Marketing/Advertising Technology)Clean/ClimateTech (Clean/Climate Technology)Enterprise SoftwareOutsourcing/OutstaffingNon-profitMilTechOther
How can you describe your business's primary industry?*
What is your company's website?
What does your company sell?*
💰 Business Funding Stage

The next question will ask you about your company’s funding stage.
Please review the definitions below and select the closest match to your situation.
🌱 Pre-Seed

Funding: $500K – $2M

Created a polished, functional prototype

Hired a motivated core team

Gathered market research & customer demand data

Outlined an initial growth & distribution strategy

Collected feedback from early testers & generated beta interest
🌿 Seed

Funding: $2M – $10M

Validating Product-Market Fit (PMF)

Core operations are running but need further development

Scaling strategy defined; seeking financing for growth
🌳 Series A

Funding: $10M – $30M

Established Product-Market Fit

Implemented effective business model & org structure

Strong, professional, growth-oriented team

Prepared accounting & financial statements

Raising cash for expansion, marketing, hiring & long-term goals
🌟 Growth Stage

Funding: $30M+

Product-Market Fit is fully established

Efficient & strong sales team

Business structure aligned with industry best practices
What is the stage of your company?*

Pre-seedSeedSeries AGrowth StageWe are a profitable business that shows steady growth, and we do not rely on external investments.We are a non-profit organization.
Did you receive investments?

YesNo
Please choose the total amount of ALL Investments received by your company.*
📊 FinOps.Company Financial Services

At FinOps.Company, we provide a wide range of financial services tailored to meet your unique needs and expectations. Whether you need on-demand expertise, consistent partnership, or project-based support, we have a solution for you.
🛠 Services by Request

For clients who need specific, on-demand support.

Financial Strategy & critical decision guidance

Systems Analysis & Design

Operational Optimization

Tax Consultations & Financial Reporting

Financial Organization

What you get: Online Google Meet sessions (scheduled), targeted solutions.

Limitations: No chat/email support. Scheduling within 14 days (availability limited Jan–Apr).

Rate: $330/hour
📅 Monthly Services

For businesses needing consistent expert support.

All “Services by Request” benefits on a recurring basis

Priority Access (within 3 business days)

Predictable, prepaid monthly costs

What you get: Reliable ongoing support, recorded meetings, direct access to strategy & optimization.

Limitations: No chat/email support. Extra hours billed at $330/hr. Minimum $3,999/month.

Value: Peace of mind, continuous clarity, and support for growth.
📂 Project Services

For businesses transforming—engagement up to six months.

Complete Integration with your team

Custom Solutions to match your stage & growth

Training & Mentorship for financial teams

Cost: $6,000 – $18,000/month (based on scope)

Value: Structural improvements & smooth transition toward growth.
📈 Growth Support

For established businesses scaling up.

Weekly or monthly check-ins

Proactive strategic recommendations

Cost: Avg. $6,999/month

Value: Consistent oversight, smart decisions & sustainable growth.
⚠️ Important: Annual Tax Return Preparation is not included in these packages and requires a separate engagement.
Please choose your service option you think best fit your expectations.*

Services by requestMonthly ServicesProjectGrowthNot sure
Tell us more about the services that you are looking for.*

We want basic bookkeeping and monthly reports preparation with Quickbooks Online.We want you to manage and lead our financial operations.We want you to train our accounting team on accounting procedures and software utilization.We want you to set up our company's financial operations from scratch.We want to review our financial structure and processes.We want you to review the compliance of our financial reporting with US tax laws.We want you to review the compliance of our financial reporting and prepare us for financial auditWe want you to help us to hire a financial team.We want you to mentor our financial leading team.We want to discuss our financial modeling and metrics.We are preparing for the next round of fundraising and M&A and want the due diligence review of our readiness.We need custom solution
Tell us more about your current financial team.*

We have no team, just some spreadsheets.We use outsourced solutions and are not happy with it.We are ready to develop out in-house financial team.We want to improve the current operations and implement the best industry practices.Our CFO and/or Head of Accounting is responsible for all our accounting needs.We have a fantastic team, but they need review and improvement.We want to change our current team.We want to change the current leadership.It's complicated, and we need your help.
To better understand what custom solution you need, please give us as many details as possible.*
We have been in this market for over ten years and know that each business is unique, but before we propose a custom solution for you, we need to understand why your business needs one. Please be specific.
What is your company's annual revenue/loss for the year? Please enter the biggest number.*
How many invoices do you send to your customers/clients MONTHLY?*

up to 20 invoices per month.up to 50 invoices per month.up to 100 invoices per month.over 100 invoices per monthwe use subscription model for invoicing.
Now, tell us more about your expenses.*

We have inventoryWorldwide operations, including branchesUS payroll, including contractorsInvestment into a property, assets, etc, in the USWorldwide investments in property and assetsSoftware and research development, including internal automatization.Operations with digital assets including crypto, NFT, etc.Interest expenseGlobal payroll, including global contractorsOther
Please explain you inventory management process*
Please choose ALL answers that fit your situation.*

We have up to 2, including such as Mercury.We have more than 2 bank accounts but less than 5 in total.We have more than 5 bank accounts.We use up to 2 payment processors or fintech solutions.We use more than 2 but less than 5 payment processors or fintech solutions.We had less than 1,000 bank transactions during the reportable year.We had more than 1,000 but less than 5,000 bank transactions during the reportable year.We had more than 5,000 bank transactions during the reportable year.We use only USD.We use multi-currency transactions.We have all bank and payment transactions downloaded in the format of a .csv file.We have all the source documents that prove all our transactions.
What accounting software do you use?*
If you want add anything else, please enter it here.
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👋 Welcome to FinOps.Company

Why we ask for details

How we use your information

🔒 Confidentiality

🚀 Getting started

💼 FinOps.Company Advantage

📑 Audit & Funding Preparation

🧭 Financial Team Leadership

💰 Business Funding Stage

🌱 Pre-Seed

🌿 Seed

🌳 Series A

🌟 Growth Stage

📊 FinOps.Company Financial Services

🛠 Services by Request

📅 Monthly Services

📂 Project Services

📈 Growth Support