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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!

GSB

GSB, formerly known as Guilford Savings Bank, is a mutual financial institution based in Connecticut, established in 1875. With over 145 years of experience, GSB has expanded from a single branch to eight locations, managing nearly $1 billion in assets. The bank focuses on community-oriented banking, emphasizing personalized service and long-term relationships with clients. GSB offers a comprehensive range of personal and business banking solutions. Their services include digital banking for real-time account management, tailored business banking for small to medium enterprises, and personal banking options such as checking and savings accounts, loans, and mortgages. The bank also provides specialized tools like online account opening and financial education resources. As a mutual bank, GSB reinvests its profits into community development and employee benefits, reflecting its commitment to local businesses and the shoreline communities of Connecticut. The bank promotes a culture of integrity and collaboration, ensuring that clients have direct access to staff and customized financial strategies. GSB continues to invest in digital innovation while maintaining a strong local presence.

Veterinary United

Veterinary United is a Michigan-based company that operates a network of 22 veterinary hospitals, boarding, and daycare centers primarily in Southeastern Michigan. Founded 27 years ago by Dr. Thomas Bankstahl and his wife Julie, the company has grown to employ approximately 276 people and generate annual revenues of around $40.5 million. Its mission is to empower veterinary practices to provide exceptional care through comprehensive support and resources. The company offers full veterinary healthcare services, including medical care, boarding, and daycare for pets. Veterinary United enhances its practices with advanced technology, such as a unified, cloud-based practice management system, which streamlines operations and improves client and patient experiences. Additionally, it provides extensive business support services, including IT, marketing, and professional development, allowing practices to focus on clinical care while promoting sustainable growth. Veterinary United fosters a supportive work culture that emphasizes career development and work-life balance. New veterinary graduates receive tailored mentorship, and all employees enjoy competitive salaries and benefits. The company is dedicated to delivering high-quality pet care while supporting its network of hospitals and veterinary professionals.

Segerstrom Center for the Arts

Segerstrom Center for the Arts is a leading performing arts complex located in Costa Mesa, California. Established in 1986 and renamed in 2011, it spans 14 acres and is recognized as Orange County’s largest non-profit arts organization. The Center features multiple venues, including Segerstrom Hall, Renée and Henry Segerstrom Concert Hall, Samueli Theater, and Judy Morr Theater, hosting a wide range of performances. The Center offers live performances that include Broadway shows, classical concerts, dance, and contemporary acts. It also provides venue rentals for private events and seminars, along with arts-based education programs through the Lawrence and Kristina Dodge Education Center. With a mission focused on artistic excellence and community engagement, the Center has welcomed over 20 million visitors and premiered over 60 world-class productions since its inception.

Palmer & Cay

Palmer & Cay is a specialty commercial insurance and employee benefits brokerage and consulting firm. We specialize in industry niches with complex risks and extensive service needs, delivering high value services to clients on a worldwide basis. Our highly synchronized teams bring deep experience and strategic talents to each clients needs. Our focus is on middle market to large corporate clients, delivering Property & Casualty and Employee Benefits consulting & brokerage services, including risk analysis, claims consulting, program design, marketing and administration, and risk control. When losses occur, we surround our clients with intense claim advocacy services. Building upon a culture that was started nearly 150 years ago, we understood then, and today still believe, that people are what make an organization successful. To deliver on our promise to consistently deliver "exceptional client service", we know we have to attract the best, most passionate, and technical people in our business. Combining this fundamental approach with a culture where the client is at the center of everything we do allows us to create extraordinary results for our clients.