Fractional CFO & Financial Leadership

Transaction-ready financials
for ambitious companies.

Cambridge Advisors provides fractional CFO advisory, FP&A, data & analytics, transaction readiness, controllership, income tax, and R&D tax credit services, built for high-potential companies that need senior financial leadership without the full-time price tag.

Email Us for a Free Consultation → Explore Services
≤10-day*
Monthly Close
Proactive
Variance Monitoring
≤ $300M
Revenue Range
1
Point of Contact

* 10 business days or fewer, dependent on vendor timeliness.

The Problem

Unpreparedness
kills deals.

Companies are pushed to grow fast, then asked to produce transaction-ready financials in 48 hours when a term sheet, board package, or buyer's diligence request lands. The financial infrastructure most companies inherit isn't built for that moment.

1
Delayed Closes
Monthly closes that take 3+ weeks make real-time decisions impossible, and they signal disorganization to investors.
2
Diligence Surprises
Revenue recognition issues, untracked R&D credits, and financial gaps surface mid-diligence, exactly when they cost the most.
3
No Strategic Layer
Bookkeepers record the past. Leaders need forecasts, scenario plans, and data-driven narratives that a controller alone can't produce.

Core Services

End-to-end financial leadership.

Integrated practice areas. One senior team. Built around your growth, 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.
Portfolio Company Support
Dedicated finance leadership for sponsor-owned companies, built to execute the value-creation plan, satisfy lenders and the deal team, and keep the business exit-ready throughout the hold.
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 that turn 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
Transaction-ready, audit-ready financials: monthly closes in 10 business days or fewer, 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, and Databricks. Integrated, automated, and AI-monitored so your books are always current.
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 credits are rarely maximized without a dedicated advocate. We identify, document, and file qualifying credits, often offsetting a meaningful portion of your Cambridge engagement cost.

The Cambridge Way

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

Most firms produce financials that work for tax season. We produce financials that survive a diligence room. 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
✕ Forecasts built ad hoc for each board meeting
✕ Tax credits overlooked or underclaimed
✕ Cash-basis books that confuse investors
✕ No analytics layer, data without insight
The Cambridge Way
✓ Transaction-ready closes, 10 business days or fewer*
✓ Revenue recognition policies built into your infrastructure
✓ Forecasts and scenario plans delivered when you need them
✓ R&D and tax credits identified, documented, and filed
✓ Accrual-basis financials that hold up to scrutiny
✓ Strategic analytics and reporting built for decisions

The AI Advantage

Faster, more accurate,
and structurally cheaper.

AI reduces the repetitive work so our senior advisors spend their time on judgment, strategy, and the conversations that move your business forward.

≤10-day*
Monthly Close
Streamlined reconciliation and automation compress your close cycle, dependent on vendor timeliness.
Proactive
Variance Monitoring
Ongoing review of your financials surfaces anomalies and variances before they become diligence issues.
Timely
Forecasting
Forecasts, scenario plans, and models delivered when you need them, built by advisors, not algorithms.
Reduced
Manual Entry
Direct integrations with banks, payroll, billing, and expense platforms minimize manual work and error.

Technologies & platforms we implement and operate, including but not limited to

QuickBooks Online
NetSuite
Ramp
Brex
Gusto
Deel
Mosaic
Databricks
Stripe
Rippling

Who We Serve

Senior financial leadership
for high-potential companies.

We work with a broad range of businesses that need CFO-level expertise without a full-time hire. Venture-backed and private equity-backed companies are our sweet spot. Technology is where we go deepest, but we bring the same rigor to any company navigating growth, a transaction, or a capital event.

Venture & PE-Backed
Our Core
≤ $300M in revenue, VC- or sponsor-backed, spanning SaaS and fintech through consumer, healthcare, and business services. We know the metrics investors and sponsors track, 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.
Sector-Agnostic
Generalist Roots
Great financial leadership travels. We go deep in technology, but bring the same rigor to consumer, healthcare, professional services, industrials, and the other sectors where sponsors and founders build value.
Industries Served Technology Consumer E-Commerce Media & Digital Business Services Healthcare Fintech Real Estate

For Private Equity Sponsors

Built for the hold period,
close to exit.

Sponsors don't need a full-time finance hire at every portfolio company. They need a senior team that drops in at close, runs the reporting and covenant discipline lenders expect, accounts for the add-ons, tracks the value-creation plan, and keeps the business exit-ready the whole way through.

At Close
Stand it up.
  • 100-day finance integration
  • Opening balance sheet & purchase accounting
  • Close and reporting stood up to sponsor standards
Through the Hold
Run it tight.
  • Monthly sponsor & lender reporting
  • Covenant compliance & borrowing-base support
  • Add-on acquisition accounting & consolidations
  • Value-creation KPIs tracked against the thesis
At Exit
Hand it off clean.
  • Sell-side & QofE readiness
  • Data room built and maintained
  • A clean financial narrative for the next buyer

How We Compare

Beyond the transaction.
Beyond the CFO seat.

Cambridge sits between commodity accounting platforms and a $300K+ full-time CFO and equity dilution, with the technology leverage of the former and the strategic judgment of the latter.

Capability
Accounting 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