Financial Modeling & Fractional CFO Services

We take a thorough deep dive into your startup’s operations, develop customized financial models, and act as your fractional CFO

Your Fractional CFO For Modeling, Fundraising & More

Your Graphite CFO will be a seasoned finance professional with years of experience helping startups raise, grow and scale. Whether you need a financial model built, help fundraising, or just general fractional CFO support, we have you covered.

  • Fractional CFO
  • Refine Chart of Accounts
  • Financial Model Build
  • Fundraising Support
  • Financial Reporting
  • Budgeting
  • Financial Model Refinement
  • Scenario Analysis
  • Forecasting
  • Diligence Assistance
  • Board Meeting Preparation
  • Ad Hoc Support

List of Services:

Fractional CFO
Refine Chart of Accounts
Financial Model Build
Fundraising Support
Financial Reporting
Budgeting
Financial Model Refinement
Scenario Analysis
Forecasting
Diligence Assistance
Board Meeting Preparation
Ad Hoc Support

How it Works

We are your long-term growth CFO partner. With most other fractional CFO firms, their teams are working with 20, 30….sometimes up to 50 clients at a time. We are the opposite side of the spectrum. At Graphite, the CFO we allocate to you is only working with a handful of clients at a time, so they can be high-touch and very embedded in your company, just like an in-house CFO would.

Financial Model Build

Your CFO takes a thorough deep dive into your business operations and creates a customized financial model. Try our model template!

Fundraising Support

We help you keep clean, audit-ready books, provide you robust financial reporting, and help you through things like raising money, dealing with your board, etc.

We Scale With You

We act as your full-service finance firm, growing with you over time…we’ve yet to meet our match in terms of scale.

Long Term Partner

We become your long-term CFO support, helping you grow your startup and eventually helping  you through your exit.

Graphite was quite literally the best value add service I have received from any investor. I can’t recommend them enough.

— Rami Essaid, Founder, Distil Networks

Free Startup Resources

Financial Model

Free Financial
Model Template

Chart of Accounts

Free Chart of Accounts Template

Month-End Close

Free Month-End Close Checklist

Tech Stack

Download our Accounting Tech Stack Guide 

Our Leadership

Paul Bianco
Founder, CEO

Former VC @ ff Venture Capital, CPA, Investor in Plated and Distil Networks

Josh Leider
Head of Growth

Previous Co-Founder of MeditationWorks and TempoRun

Jocelyn Wilson
Head of People Ops

15+ years of accounting & operations experience in both public accounting & private sector startups

Benjamin Friedman
Head of Customer Success

20+ years’ ops & finance experience with fast-growing companies, including five successful M&As

Donny Tyra
Director, Technical Accounting

Experienced CFO, 25+ years of accounting experience, CPA

Heather

Heather Fipps
Director, Technical Accounting

Experienced CPA & Controller with 16+ years in accounting leadership

Lisa C | Graphite - Startup Accounting Services

Lisa Capparelli
Director, Team Lead

Former Partner with Public Accounting Firm, Experienced CPA with 25+ years of experience

Sam Patel
Associate Director, Team Lead

Accomplished Controller, 15+ years accounting experience

Sean

Sean Bies
Director, Team Lead

Experienced CPA working with eCommerce startups and fortune 500 companies

Didier Jupillat
Director

Experienced CFO, 18+ years accounting & finance experience, MBA Wharton

Bob | Graphite - Startup Accounting Services

Robert Gregory
Director

Accomplished CFO & Controller, 35+ years experience

Amber Welch
Senior Manager

Experienced Controller, 15+ years experience, certified in Decentralized Finance & Web3

Heather

Jena David
Senior Manager

Accomplished CPA with 12+ years experience in Public & Private Accounting

Celeste Garrett
Senior Manager

Accomplished Controller & CPA, 25+ years experience with start-up companies to Fortune 500

Bob | Graphite - Startup Accounting Services

Pawel Wierzchowiec
Manager

Accomplished CPA with experience working in manufacturing, eCommerce, IT Services & SaaS

Lisa C | Graphite - Startup Accounting Services

Chris Schuette
Manager

12+ years of accounting and finance experience across multiple industries

Heather

Andrew Brush
Manager

8+ years of experience in Public & Private Accounting, Controller, and Finance focused roles

Lorraine Medina
Manager

Accomplished CPA with 12+ years experience in Public & Private Accounting

Bonnie Forte
Manager

Accomplished Enrolled Agent with 20+ years of experience in tax, accounting and finance

Sally Huang
Manager

Accomplished CPA with 7+ years experience in Public & Private Accounting

Heather

Elena Perez
Manager

20+ years of accounting experience across various industries

Heather

Helen Colon
Manager

15+ years of accounting and finance experience in numerous industries

Get In Touch

What services are you interested in?

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Locations: NYC HQ / ORL / ATL

With offices all across the country and clients worldwide, we cast a wide net.

GRAPHITE FINANCIAL | 350 5TH AVENUE, NEW YORK, NY, 10118, UNITED STATES | HELLO@GRAPHITEFINANCIAL.COM
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