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Boston Startup CFO

Providing part-time CFO services and back office Finance solutions. We specialize in startups and early stage companies. Our truly transformative approach to Finance provides expertise and flexibility, all at a fraction of the cost of traditional Finance. Our Vision is to change the way business thinks about Finance. Your time and startup capital is precious. We enable startups to do what they do best, as we seamlessly manage all things Finance. Only pay for services you need, and only when you need them. Our fees are billed hourly, and your annual cost is far less than a salary for an average full-time Controller. We also provide the capability to outsource the entire Finance function (or segments of it) to meet your needs. Our cloud-based transaction center and experts are located here in the US. Gain access to dedicated experts in Accounting & Payroll, and also HR & Benefits. Our integrated cloud-based systems include NetSuite, Bill.com, Expensify, and DropBox. Affordable part-time CFOs ready to chat about making your startup more profitable, planning for growth, funding readiness, and helping strapped companies manage cash. Can chat about all things Finance Typical CFO Deliverables: Fundraising Preparation - business plan reviews, pitch decks, funding options Cash Flow Management - burn rates, runway, forecasting Business Strategy - growth / scaling your business, financial modeling Project & Profitability analysis Reporting & Analytics Insurance & Risk Management Stock / Equity Compensation Control & Governance Back Office Finance: Setup or transfer of accounting data onto NetSuite Payroll - paperwork & employee on-boarding HR / Benefits - setup plans for healthcare, insurance, 401K Get a free consultation today!

Adams Brown

Adams Brown is a regional certified public accounting and advisory firm based in Wichita, Kansas, founded in 1945. With nearly 400 professionals, the firm serves clients across all 50 U.S. states, Canada, and the Caribbean. It is recognized as one of the largest accounting firms in Wichita and is affiliated with BKR International, which enhances its ability to assist clients with international business operations. The firm offers a wide range of services, including tax planning and compliance, audit and assurance, business consulting, client accounting and advisory services, wealth management, and managed IT and cybersecurity services. Adams Brown has specialized teams focused on various industries, such as agriculture, construction, manufacturing, healthcare, and not-for-profit organizations. The firm emphasizes a client-centric approach, fostering strong relationships and providing personalized service to closely held and family-owned businesses, as well as individuals and families seeking financial planning.

Cogency Global Inc.

Cogency Global Inc. is a New York-based company that provides registered agent, process agent, corporate compliance, and transactional legal support services. Founded in 1980, it serves clients worldwide across various industries, including nonprofits. The company employs around 300 people and generates approximately $63 million in annual revenue. With expertise in over 4,000 jurisdictions, Cogency offers localized services and maintains a multilingual team for 24-hour support. The company provides a wide range of services tailored for law firms, nonprofits, lenders, and businesses. These include registered and process agent services, corporate compliance and filings, and transactional support. Cogency also offers international solutions with country-specific expertise to ensure smooth operations. Its technology-enabled tools enhance service delivery, featuring data-driven reporting and online platforms for document organization and compliance tracking.

Lockton Affinity

Lockton Affinity is a division of Lockton Companies that focuses on underwriting and distributing specialty insurance products. It operates in markets that are outside the standard offerings, catering to unique insurance needs. Lockton Companies, the parent organization, is a global insurance brokerage known for its client-focused and family-owned approach.

LEAD3R

LEAD3R is not your typical executive search firm; we help you create a winning formula that unlocks potential at every level of your leadership team, through recruitment, coaching, and advisory services. We are your strategic partner in ensuring your organization flourishes at every level, driving long-term success through the ever-evolving business environment.