Outsourced CFO/Finance & Accounting Services
Early stage and smaller companies require varying needs of financial, accounting and operational support. From a few hours a month to a few days a week, our team can lever up or down our time to meet your needs. Partnering with the right firm to outsource your needs provides senior-level expertise and guidance while allowing your CEO and senior management to focus on growing the company and delivering the best products and/or services to your customers.
Halo offers a broad array of services to its clients:
Executive-level financial leadership
Financial modeling, forecasting and budgeting
Financial planning and analysis (FP&A)
Board meeting prep and presentation
Capital raising support and strategy both with VCs and banks
M&A and valuation support and strategy
Cash flow and cost management
Growth strategy planning and development
Basic accounting and bookkeeping
Payroll management
Manage banking relationship
HR and operations support
Financial package and management reporting
Accounts receivable (A/R) and accounts payable (A/P) management and reporting
Investor and operational reporting including key performance indicators (KPIs)
Financial and accounting industry best practices
Why halo finance
Similar to how an early stage investor buys into your dream and invests in you, we aim to partner with you at that early stage in your company’s journey.
We have experience working across a broad range of industries, business models and products/services. From technology to agriculture companies and SaaS to home-seller products/services, we have worked with clients across all fields.