Fractional CFO & Financial Leadership

Transaction-ready financials
for ambitious companies.

Cambridge Advisors provides fractional controllership, CFO advisory, FP&A, bookkeeping, income tax, and R&D tax credit services — built for growing companies that need senior financial leadership without the full-time price tag.

Email Us for a Free Consultation → Explore Services
5-day*
Monthly Close
24/7
Anomaly Detection
Seed–C
Stage Coverage
1
Point of Contact

* 5 business days, dependent on vendor timeliness.

The Problem

Messy books
kill deals.

Founders are told to scale fast — then asked to produce GAAP-clean financials in 48 hours when a term sheet lands. The financial infrastructure most startups inherit isn't built for that moment.

1
Delayed Closes
Monthly closes that take 3+ weeks make real-time decisions impossible — and signal disorganization to investors.
2
Diligence Surprises
Cap table errors, revenue recognition issues, and untracked R&D credits surface mid-fundraise — exactly when they cost the most.
3
No Strategic Layer
Bookkeepers record the past. Founders need forecasts, scenario plans, and board-ready narratives that a controller can't produce.

Core Services

End-to-end financial leadership.

Four integrated practice areas. One senior team. Built around your fundraising and exit timeline.

CFO Advisory
Senior CFO judgment on demand — board presentations, capital raise strategy, investor relations, and executive-level financial leadership without the full-time cost.
FP&A, Forecasting & Modeling
Dynamic financial models, multi-scenario forecasts, cash runway analysis, budgeting, and KPI dashboards — built to inform decisions and hold up to investor scrutiny.
Data, Analytics & Reporting
Strategic financial reporting, KPI frameworks, board-ready dashboards, and custom analytics — turning your numbers into a clear narrative for operators, investors, and acquirers.
Transaction & Exit Readiness
Sell-side preparation, data room management, QofE readiness, books cleanup, and the financial narrative for a capital raise or M&A transaction — built once, maintained always.
Fractional Controllership
GAAP-clean books, 5-day monthly closes, revenue recognition policies, and accounting infrastructure built to survive diligence — including cash-to-accrual conversions.
Financial Infrastructure
Modern stack implementation: Ramp, Gusto, NetSuite, QBO, Mosaic, Databricks — integrated, automated, and AI-monitored so your books are always current.
Bookkeeping
Automated reconciliation, bank feeds, and categorization — the clean foundation everything else depends on, handled with precision and no manual entry.
Income Tax
Corporate filings, Delaware franchise, multi-state compliance, and entity structuring — coordinated through our certified partner network.
R&D Tax Credits
Federal and state R&D credit qualification, documentation, and filing — for technology companies leaving meaningful credits on the table without the right advisor.

The Cambridge Way

Diligence-ready by default.
Every day of the year.

Most firms produce books that work for tax season. We produce books that survive a Series B diligence room — and we've helped clients move from cash to accrual, clean up multi-year backlogs, and close sell-side transactions and capital raises cleanly.

The Traditional Way
✕ Quarterly closes, restated under pressure
✕ Revenue recognition fixed mid-diligence
✕ Cap table tracked in spreadsheets
✕ Forecasts built ad hoc for each board meeting
✕ Tax credits left on the table
✕ Cash-basis books that confuse investors
The Cambridge Way
✓ 5-business-day monthly close, GAAP-clean*
✓ Revenue rec policies built into your stack
✓ Cap table reconciled in real time
✓ Always-on forecast, refreshed weekly
✓ R&D and tax credits captured automatically
✓ Accrual conversion and books cleanup included

The AI Advantage

Faster, more accurate,
and structurally cheaper.

AI handles the repetitive work — reconciliation, categorization, anomaly detection, forecasting. Our senior CFOs spend their time on judgment, strategy, and the conversations that move your business forward.

5-day*
Monthly Close
ML-powered reconciliation compresses a 3-week close into 5 business days — dependent on vendor timeliness.
24/7
Anomaly Detection
Continuous variance monitoring flags unusual transactions the moment they happen.
Real-time
Forecasting
Cash, runway, and revenue forecasts refresh weekly — not quarterly.
Zero
Manual Entry
Direct integrations with banks, payroll, billing, and expense systems.

Technologies & platforms we implement and operate

QuickBooks Online
NetSuite
Ramp
Brex
Gusto
Deel
Mosaic
Databricks
Stripe
Rippling

Who We Serve

Senior financial leadership
for growing companies.

We work with a broad range of businesses that need CFO-level expertise without a full-time hire. Technology and venture-backed firms are our sweet spot — but we're generalists who bring the same rigor to any company navigating growth, a transaction, or a capital event.

Venture-Backed Tech
Our Core
From Seed through Series C — SaaS, Fintech, AI/ML, Devtools, and Marketplaces. We know the metrics investors care about and build your books around them.
Growth-Stage Companies
Scaling Up
Businesses outgrowing their current finance function. We bring structure, forecasting discipline, and the strategic layer that a bookkeeper or part-time accountant can't provide.
Transaction-Oriented
Raise or Sell
Companies preparing for a capital raise, sell-side process, or acquisition. We've cleaned up books, managed data rooms, and guided clients through close — start to finish.
Tech & Beyond
Generalist Roots
Technology is our bread and butter — but great financial leadership travels. We bring the same rigor to professional services, healthcare, consumer, and other industries that need a serious finance partner.
Technology Focus SaaS Fintech Marketplaces AI / ML Devtools Consumer Tech + Generalist

How We Compare

Beyond bookkeeping.
Beyond the CFO seat.

Cambridge sits between commodity bookkeeping platforms and a $300K full-time CFO — with the technology of the former and the judgment of the latter.

Capability
Bookkeeping Platforms
Traditional CPA Firms
Cambridge Advisors
Full-Time CFO
CFO advisory & strategy
✕
Limited
✓
✓
Data, analytics & strategic reporting
✕
✕
✓
✓
FP&A, forecasting & scenario planning
✕
✕
✓
✓
Transaction & diligence prep
✕
Limited
✓
✓
AI-powered automation
✓
✕
✓
✕
R&D credits & tax compliance
Add-on
✓
✓
Outsourced
Fractional pricing
✓
✕
✓
✕

Stop managing spreadsheets.
Start scaling.

Reach out for a complimentary 30-minute consultation. We'll review your current financial infrastructure, identify gaps, and outline what a Cambridge engagement would look like for your business.

Email Us for a Free Consultation → hello@cambridgeadvisors.co

cambridgeadvisors.co  |  hello@cambridgeadvisors.co