Fractional CFO Services & Financial Modeling
We take a thorough deep dive into your startup’s operations, develop customized financial models, and act as your fractional CFO.
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Trusted by Hundreds of Growing Startups Including:
Why do the best startups invest in a Fractional CFO & financial planning?
Request a ProposalIf you are a founder or early-stage operator, you know about wearing many hats. However, you shouldn’t be spending hours upon hours in spreadsheets and complex analysis. You should be spending your time on growth and leading. This is why most founders and operators utilize Graphite’s fractional CFOs and financial modeling services.
Cash is king, especially when you are early on, and startups must have a tight outlook on cashflow, runway, capital needs, revenue and unit economics in order to succeed. Be among the best growing startups and get serious about your financial planning early on.
Request a ProposalOur Fractional CFO Services
Your Graphite fractional CFO and finance team will be seasoned finance professionals with years of experience helping startups raise, grow and scale. Whether you need a financial model built and maintained, help fundraising, or just general fractional CFO support, we have you covered.
Industry Specific CFOs
Every Graphite client has access to an experienced startup fractional CFO, whether it’s ad hoc or long-term support.
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Financial Reporting
We provide some of the most robust financial reporting in our industry, so founder & operators can focus on using data, not mining it.
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Comprehensive Bookkeeping
Always-on bookkeeping so your books are accurate, on an accrual basis, and ready to use for operating & growth.
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Tax Compliance
We fully own all of your tax deadlines, requirements and filings.
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Bill Pay & Invoicing
Your one stop shop for everything: We can pay your bills, invoice clients, run payroll, file your taxes and a lot more.
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Expense Detail Reports
We keep a tight eye on your expenses each month and flag any variances or oddities.
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Tech Stack Implementation
We’ve built and integrated hundreds of scalable startup accounting tech stacks.
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Revenue Recognition
With our startup accounting & CFO services, we fully manage your accrual-based accounting & own your revenue recognition.
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Why Startups Prefer Us
Simple: Our track record & talent. We are your long-term finance team, and the Fractional CFO & analysts we allocate to you will only be working with a handful of clients at a time, so they can be high-touch, embedded in your business, and feel like an in-house team. Below are the key reasons why startups prefer us.
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Andres Fabris, CEO, Traxo What Sets Graphite Apart
There are many basic bookkeeping firms out there, but very few full-service CFO, accounting and tax firms like us. Our Fractional CFO model focuses around high-touch and long-term engagements. The main reasons startups choose to work with us are:
Reporting
Startups receive robust and accurate financial reporting & insights each month.
Track Record
Our experience speaks for itself. 7+ years. 500+ startups. Countless exits.
Scalablity
We support from seed to exit. No more hopping from firm to firm.
A Full Stack
Each startup gets a team (not just a single accountant) that matches their needs.
Top Talent
Fractional CFOs and talent that have worked with hundreds of startups, at your fingertips.
Cost
A flexible, fractional & affordable engagement structure.
Other Firms
- Hourly pricing, large random bills
- Six months to get up to speed
- One accountant on many accounts
- Firm only handles bookkeeping
- Use whatever tools you use today
- Fixed monthly pricing, presented up-front
- Dedicated onboarding team for speed
- Dedicated team of accountants and a Fractional CFO
- A one-stop-shop for accounting, CFO & tax
- Modern tech stacks and software
Answers to your questions
In reality, the second you start developing your product and spending money is when you need to start keeping clean books. There are always inflection points (for example a company raising money and investors needing them to provide clean financials, or a bank requiring GAAP compliant financials in order to provide a loan) where you don’t want to be scrambling to get those things together.
Yes, you need to have some sort of cash flow (investment dollars, working capital or revenue) to pay for a service like ours, but the earlier you do so, the more money you will save in the long run and the cleaner your books will be in order to fundraise and progress your business.
Our pricing structure is really simple and extremely fair…it has to be, as we focus on startups and growing companies. Because we are more of a long-term finance partner (which is what you want) compared to a short term “outsourced” bookkeeping firm, all of our engagements are custom.
Our engagements start at $1,250/mo and grow from there based on a startups goals and needs.
For a quick quote, click here.
Most of our clients come to us from a sub par experience with another firm, so we are used to facilitating and managing transitions. Along with your direct Graphite team, every client is also staffed with an onboarding manager who will be the one to manage the transition so you don’t have to.
Every client we work with is assigned a dedicated team, usually consisting of two to four team members. Of those team members, we will define a main point of contact. We love Slack, so if you use it, we can create a Slack instance and communicate there. We also will create an email alias so you can simply email one email address that will go to your entire Graphite team.
We are speaking with most of our clients on a regular basis. Some daily. Others have weekly or bi-weekly standing meetings. Think of it like this: However you would communicate with an internal finance team, that’s how we will communicate.
Yes! We are a “tech-focused” firm and recommend/setup all different types of tools and softwares to our clients. We have standard tools that we prefer and will recommend, but we can also mold to softwares you are using and prefer as well.
We do, yes! And we can quickly get you pricing. For a quick quote, click here.
Our financial planning & analysis (FP&A) support, aka Tier 2 in our service tiers, is a fully managed and always on FP&A service. On top of bookkeeping, we also handle building you a financial model and a financial health dashboard (demo here), and updating/maintaining that dashboard over time so we can provide you with full financial insights around your business.
We can also offer you a Fractional CFO to help with things like fundraising, M&A, and driving strategic initiatives.
Contact us here to speak with one of our CFOs.
Graphite works (and scales) with startups anywhere from a few founders working on their idea all the way to a growing startup with 100s of employees. We have yet to meet our match in terms of a company too large!
Our sweet spot is well capitalized startups who have found product market fit.
For most startups, you don’t need 40 hrs/wk of work from an internal finance hire or team, especially when you first hire them. Fractional work, like Graphite, provides a much more efficient approach, as you are only paying for the exact effort you need at that moment in time. You also don’t pay us for benefits, downtime or vacations, so our cost tends to be much more efficient than hiring an internal team member.
Our hubs are in New York and Florida, but our team is fully remote across the US working in all time zones.
Yes, we do handle sales tax! And we can quickly get you pricing. For a quick quote, click here.
Most companies work with Graphite for long periods of time, as our service is extremely scalable and cost-efficient. There are “bandaid” accounting services that are more so quick fixes for short periods of time, and then there is Graphite…one of the few long term partners. Most of our clients work with us for years and years, and we take many through their exits, M&As, etc.
We have an internal security team and take data security very seriously.
Case Studies
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CPGView the Case Study"We really needed someone with the corporate structure experience that Graphite has. The team and everyone I've interacted with at Graphite has been great, particularly on the onboarding, accounting and tax side of things. We've been super satisfied with their support."
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HealthTechView the Case Study“The Graphite team really feels like a part of our own team. They provide strategic insights, unmatched responsiveness, and the level of service we’d expect from an in-house finance team, all while remaining cost-effective”
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SaaS StartupView the Case Study
“I feel extremely fortunate to have a partner like Graphite Financial who I can fully entrust to lead the company in this new phase as we scale. It gives me the opportunity to go back to what I love.”
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SaaS StartupView the Case Study
“I feel like I’ve got a resident expert from the SaaS world advising us. Graphite’s team always had a great expert response because this was probably the hundredth time they were dealing with any particular scenario.”
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CPGView the Case Study
“Having a partner like Graphite, where you don’t have to think about the back-end accounting and can trust that it’s being done well and correctly, is really important for any early-stage startup.”
