Your hard work is paying off, and your business is thriving, but growth brings new complexity. Our virtual CFOs are here to help you navigate financial decisions with clarity and confidence. We take the time to understand your business and industry, using customized financial modeling and strategic planning to create solutions that align with your goals. Whether you’re launching a new product, raising capital, or simply managing the increasing demands of a growing operation, we provide the insight and structure you need to stay ahead.
From forecasting and equity planning to board reporting and investor relations, we help you plan for tomorrow, today. Our CFOs serve as trusted advisors, offering guidance on debt strategies, capital structure, and long-term financial health.
Financial Reporting & Forecasting
We run financial health checks and leverage financial reports, budgets, and forecasts to optimize your growth. With financial strategies tailored to your business, you can boost profits, cut expenses, and plan for the future.
Strategic Planning For Growth
Our strategic planning will help you tackle new risks and grow. Whether you’re managing debt or raising capital, our team specializes in designing in-depth financial plans aligned with your business objectives.
Full-Spectrum & Flexible Support
We’re equipped to assist you with wherever your business takes you – talking with investors, establishing a line of credit, getting into the weeds of your pricing strategy, and helping with a merger or acquisition.
Have questions about booking? We’ve put together answers to the most common questions to help make the process quick, clear, and hassle-free.
A CFO (Chief Financial Officer) provides high-level financial oversight and strategic guidance. If you’re raising capital, managing complex budgets, planning to exit, or just need deeper insights to support decision-making, it’s time to consider hiring a CFO. Plus, our fractional model gives you the expertise without the cost of a full-time hire.
Our CFO services include financial forecasting, budgeting, cash flow strategy, board and investor reporting, fundraising support, KPI development, scenario modeling, strategic planning, and more. We tailor our solutions to your company’s goals and stage of growth.
With Sorren, you get experienced CFO leadership without the overhead of hiring full-time. CFOs are a costly in-house hire. Our CFOs are embedded in your business and available for regular strategy and reporting – just like in-house – while staying flexible and cost-effective as your needs grow and change.
Start with a free consultation to assess your needs. If CFO services are a fit, we’ll pair you with the right expert from our team. (If a lower tier of services is a better fit, we’ll make our recommendations for alternative, more cost-effective solutions.) After working with your dedicated onboarding specialist, your dedicated CFO will provide recurring strategy sessions, reporting, and ongoing support.
Your CFO is available for scheduled strategy calls, and ad-hoc support via email, Slack, Teams, or Loom. You’ll receive regular dashboards, reports, and updates tailored to your ideal cadence.
Our CFO services are best for businesses looking for financial strategy, modeling, and investor relations. If you’re preparing for scale, funding, or expansion, this is the right level of support.
We collaborate closely with your internal or external bookkeepers and controllers, as well as your C-suite, board members, and investors. We integrate with your current tech stack and build processes that keep your finance function cohesive and efficient.
We use secure, cloud-based systems with bank-grade encryption, two-factor authentication, and limited-access protocols. Confidentiality is core to our process, and NDAs or access controls are implemented as needed to protect sensitive financial information.
Our structure is a pay-as-you-go, no-contract solution. Why? Well, there are no “typical” businesses out there. Each one is unique and brings unique goals, challenges, and successes. Our CFO services are available for one-off project work as well as quarterly, monthly, or weekly engagement as you grow and scale your business. We’re flexible and adjust based on your evolving needs.
Yes. Our CFOs support growth initiatives like go-to-market planning, expansion modeling, M&A strategy, pitch deck review, investor relations, due diligence, and integration support. Each of our CFOs bring over 25 years of operational and financial expertise to help navigate key milestones and capital events.
Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
