Finance Strategy & CFO Services
Streamline, optimize, and scale your finance strategy with expert precision.
What we offer
Strategic Financial Planning:
Develop customized financial strategies, including company-wide and team-level budgeting, monthly cost audits, and projections to drive sustainable growth.
Financial Performance Insights:
Monthly reports analyzing financial performance with actionable
recommendations to enhance profitability and reduce costs.
Finance Relationship Management:
Handle communications with accountants, auditors, and other financial
stakeholders, freeing you to focus on growing your business.
Finance Tech Stack & Team Development:
Optimize your finance tech stack and provide training for your
team or new finance hires to scale your financial operations effectively.
+0%
forecasting accuracy0%
reduction in operational costsIntegration that feels in-house
All of our services include comprehensive support and integration options:
Choose one or more dedicated Slack channels or your preferred communication platform, including all members from your team that need to be in contact (leadership, team leads, finance team, etc.)
Looking for more?
In addition to our core services, we also offer support in the following areas:
Market Research
ICP Discovery
Business Launch
Operational Optimization
Digitalization and AI tools
Human Resources & Org Management
Corporate Responsibility
Our impact
«I still don’t know how you spotted some of the bottlenecks that were slowing us down, but the changes you suggested have made a big difference. The team’s happier, projects are moving faster, and I feel in control of our progress.»
«Hey, I’ve got to tell you, the financial clarity you gave us has been a big step for us. The way you broke everything down helped us prioritize what matters, and the results have been huge. Even our board noticed, it’s a big deal for us because they’re not easily impressed. Big thanks!»
«I actually feel confident about our finances now, which is a first! You helped us figure out where we were wasting money and how to use our resources better. It’s already making a difference in our runway, and honestly, the stress I used to feel about this stuff is gone.»
«Expanding into a new market felt overwhelming until we brought Stratelion on board. Raquel kept every part of the project moving, we’re now operational in a completely new market, and it feels like we’ve been set up for success from day one.»
«Raquel handled every piece of the expansion, and now we’re live in the new market. I couldn’t ask for a smoother process, it would’ve taken us months just to figure out a plan.»
«I could finally focus on talking to customers while Stratelion handled all the investor prep. They gave us a clear plan, and started getting real interest from top investors. Super grateful.»
«Still can’t believe it came together so well! Before our pitch felt flat, and investors weren’t responding. Now we’ve got two major backers onboard, I’m in shock from how much of a difference this has made already.. You made the process so much easier.»
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