Make smarter financial decisions with CFO Services

Optimize your business, identify opportunities for growth, and impress key stakeholders with expert guidance from CFOs who’ve seen it all.

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Expert CFO guidance so you can focus on growth

Partner with a New Age team

We blend finance, technology, and business insight to help you scale smarter.Our CFOs think beyond accounting, we act as your growth partners, bringing clarity, structure, and strategy to every decision.

Get a financial model you can trust

Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction.

Manage expenses
& scale effectively

Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency.

Prepare for Investors & Future Growth

Whether you’re seeking investment, or planning expansion, we prepare you to be investor-ready. From setting up financial systems and MIS dashboards to presenting performance reports and valuations, we position your business for confident discussions with your investors.

Industry Expertise

Expert CFOs who have seen it all

Whether you’re just getting started or you’re an established company, our team has extensive experience to handle your specific situation.

Technology
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Professional Services
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Financial Services
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Consumer Goods & Retail
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Healthcare
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Pre-Seed
Seed
Series A
Series B+
Owner-operated firms
Self-funded businesses

Hear from Our Customers

What is the problem CFO has helped you with?

Our SYSJ CFO helped with all-things finances. We didn't have much experience looking at financial statements, budgeting, forecasting, or even Excel-basics. And our SYSJ CFO helped us with all of it.

What was the quantitative/qualitative impact?

We have a crystal-clear, reliable picture of where we currently are at with our finances and where we'll be. It's peace-of-mind that someone 10x better than us knows what is going on.

What is one word that describes your experience with CFO?

Reliability.

What was life like before your CFO? What is life like after your CFO?

Before we had a CFO, we were doing it all ourselves. Even though we were significantly smaller, things were complicated and messy. Life after is finally organized, clean, and useful.

What is the problem CFO has helped you with?

At first we needed to get a handle on my financial model. I needed it to be as simple as possible while displaying the level of detail required, a fine balance that allows me to communicate with various stakeholders in near-real time. Beyond this piece, staying apprised of opportunities in debt financing, financial control processes, and generating new reports that respond to business needs.

What is the solution the CFO provided?

Flexible reporting and proactive guidance on a range of topics.

What was the quantitative/qualitative impact?

Qualitatively we can respond more accurately and quickly to questions from current and future investors and better implement controls for our internal operations. Quantitatively, we have grown the business 3x since SYSJ joined. And on the micro, we’ve been able to save tens of thousands of dollars through improved negotiations with our customers / cash flow management.

What is one word that describes your experience with CFO?

Proactive.

What was life like before your CFO? What is life like after your CFO?

Life before was a headache on the CFO side–we had what we needed, but our modeling was too complicated for our stage of the business which caused delays in communications. Now we can move more quickly and iterate actively with our CFO.

What is the problem CFO has helped you with?

As a new business co-founded by two people who do not have business degrees (or any finance experience outside of Google Sheets).

What is the solution the CFO provided?

SYSJ CFO services have helped us clean up our finances, look at the big picture, and put into context every financial decision we make.

What was the quantitative/qualitative impact?

We are making more informed and educated decisions than we ever could have before!

What is one word that describes your experience with CFO?

Educational.

What was life like before your CFO? What is life like after your CFO?

Life before our CFO was almost like a guessing game! Now that we have our CFO, we feel much more grounded in our decision making, overall company health, and growth trajectory.

What is the problem CFO has helped you with?

Our CFO has helped our team tremendously. He has helped us get better in touch with our current financials which helps us understand how to allocate our resources most efficiently. He has also helped with sales projections and has been instrumental in our ability to plan for growth.

What is the solution the CFO provided?

Strategic analysis of the financial wellbeing of our company and growth plan.

What was the quantitative/qualitative impact?

More informed decision making.

What is one word that describes your experience with CFO?

Helpful.

What was life like before your CFO? What is life like after your CFO?

We didn’t understand in detail the financial health of the business and we now have a clear picture of our current finances and we have been better able to plan for scaling the company.

Services to cover your every need

Get started with compliance basics

Set a strong foundation for growth while having us help with your tax and investor requirements.

Bookkeeping

Get clarity on the health of your business—and presentable books you can confidently share with investors, lenders, or landlords.

Taxes

Enjoy the convenience of having your taxes seamlessly handled alongside your books. Our tax and accounting experts work together to keep you compliant.

Move from books to needle-moving insights

Drive growth and hit your goals with data-driven decisions.

CFO Services

Get strategic insights, realistic budgets, fundraising expertise, and decision-making confidence with our team of industry-specialized CFOs.

Learn more

Monthly Insights

Take a look at powerful reports that surface insights and detailed trending to help you make smarter decisions. Included with your monthly bookkeeping:

  • Real time balances
  • Recurring expenses
  • Flux insights
  • New vendors

Take even more off your plate

Offload time-consuming tasks, reduce administrative burdens, and extend your runway.

eCommerce Booster

Get a team fully focused on online growth with sharper data and smarter decisions.

Process Audits

Identify gaps before they become roadblocks whether in stock, claims or processes.

AP/AR

Streamline your financial operations with bill payment and invoicing support.

See what SYSJ can do for you

Get the unfair advantage of partnering
with a data-driven firm that truly understands founders, SMEs, and e-commerce business.