CFO-as-a-Service -- Boston, MA+1 (617) 555-0187
ShopPod Products
The CFO Office -- On Demand

About the CFO Office

Three principals, one ops desk, one independent ethics observer. Built to serve growth-stage companies with financial leadership on demand.

Principals

The team

Portrait of Margaret Lin
Margaret Lin
Managing Principal
Former CFO at two venture-backed SaaS companies. 18 years in financial leadership across software, healthcare, and fintech. CPA, MBA from Boston University. Led financial strategy through Series A, B, and C rounds.
Portrait of David Okonkwo
David Okonkwo
Principal, FP&A
Built FP&A functions at three hypergrowth companies. Expert in unit economics, scenario planning, and KPI architecture. Former VP Finance at a $200M e-commerce platform.
Portrait of Rachel Torres
Rachel Torres
Principal, Interim CFO
Seven interim CFO engagements across healthcare, manufacturing, and logistics. Stabilization specialist. Former CFO at a $50M industrial products company.

Ops Desk

Behind every engagement is our operations desk: engagement management, scheduling, document control, and quality assurance. The principals focus on the work; the ops desk ensures nothing falls through the cracks.

Our ops desk handles proposal generation, NDA management, data-room coordination, and post-engfollow-up. You work with the principal; the ops desk works for the principal.

Ethics Observer

An independent ethics observer reviews every engagement for conflicts of interest, scope integrity, and handoff discipline. This person is not on our payroll and reports directly to clients upon request.

The ethics observer was our idea. It is the discipline that keeps us honest about what we do and, more importantly, what we do not do.

House Policies

What we will and will not do

In -- What we do

  • Fractional and interim CFO services
  • Cash-flow management and forecasting
  • Fundraising preparation and data-room build
  • Financial modeling and scenario analysis
  • FP&A process design and KPI dashboards
  • Board reporting and investor communications
  • Finance team mentoring and capability building
  • Written diagnostic and scope proposals

Out -- What we do not

  • Bookkeeping, AP/AR, or payroll processing
  • Tax return preparation or tax advisory
  • Broker-dealer or placement agent services
  • Valuation opinions or fairness opinions
  • Legal or regulatory compliance advisory
  • Headhunting or permanent recruitment
  • Equity positions in client companies
  • Commissions on deals we help close
FAQ

Frequently asked questions

Q-01What is a fractional CFO?+
A fractional CFO is a senior financial executive who works part-time or full-time for your company without being a full-time employee. We join your executive team, attend board meetings, manage investor relations, and drive strategic financial planning -- typically 1 to 3 days per week for fractional engagements.
Q-02How long does a typical engagement last?+
Most engagements run 3 to 9 months. Fractional CFO engagements tend to be longer (6 to 12 months). Fundraising support and modeling engagements are shorter (2 to 4 months). Interim CFO engagements average 4 to 6 months. We plan the handoff from day one.
Q-03Do you work with pre-revenue companies?+
Yes. We have worked with pre-revenue companies preparing for seed and Series A rounds. The work focuses on financial model construction, unit economics design, data-room preparation, and investor narrative development. The same discipline applies whether you have $0 or $50M in revenue.
Q-04What does it cost?+
We do not publish fees publicly because every engagement is scoped to the company's stage, needs, and timeline. After the diagnostic, we provide a written proposal with clear terms. We do not bill hourly -- engagements are priced by scope and duration. Contact us for a proposal.
Q-05Do you guarantee fundraising success?+
No. We prepare you to fundraise effectively -- strong model, clean data room, compelling narrative -- but we do not control investor decisions. What we guarantee is thoroughness, honesty, and a financial story that stands up to due diligence.
Q-06Can you work remotely?+
Yes. Most of our engagements are remote or hybrid. We use your existing tools (Slack, email, video) and are available during your business hours. On-site presence is available for board meetings, investor presentations, and critical milestones.
Q-07What if we already have a bookkeeper or accountant?+
That is ideal. We work alongside your bookkeeper, accountant, and existing finance team. We do not replace them -- we add CFO-level leadership on top. Your bookkeeper handles transactions; we handle strategy, forecasting, and decision support.
Q-08How do we know you are the right fit?+
The discovery call is mutual assessment. We learn about your situation; you learn about our approach. If we are not the right fit, we will tell you honestly and may refer you to someone who is. We would rather lose a deal than take an engagement we cannot deliver on.

Still have questions?

Reach out. We respond within two business days with a candid answer -- even if the answer is that we are not the right fit.

Contact the CFO Office