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

A Fractional CFO & Financial Health Dashboard to Help You Operate

Your Graphite CFO and finance team will be a seasoned finance professional 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.

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

List of Services:

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

How it Works

We are your long-term growth FP&A and/or 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 finance team or 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 Health Dashboard

Your finance team takes a thorough deep dive into your business operations and creates a customized financial model & financial health dashboard.

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, Investor in Plated and Distil Networks

Jocelyn Wilson
COO

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

Chris Mossa
Chief Strategy Officer

Former Founder & CEO at CPM Advisory, CFO at Advizr, Investor in multiple early-stage startups

Josh Leider
Head of Growth

Previous Co-Founder & CMO of MeditationWorks and TempoRun

Benjamin Friedman
Head of Customer Success

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

Sean

Sean Bies
Managing Director, Client Services

Experienced Controller working with eCommerce startups and fortune 500 companies

Sam Patel
Managing Director, Client Services

Accomplished Controller, 15+ years accounting experience

Heather

Heather Fipps
Managing Director

Experienced Controller with 16+ years in accounting leadership

Lisa C | Graphite - Startup Accounting Services

Michael Smith
Managing Director, Tax

30+ years of tax and accounting experience

Lisa C | Graphite - Startup Accounting Services

Heather Stein
Managing Director, Finance

20+ year accounting & finance experience providing business insight in growth environments

Donny Tyra
Director, Technical Accounting

Experienced CFO, 25+ years of accounting experience

Didier Jupillat
Director

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

Heather

Halsey McKinney
Partnerships & Growth

5+ years of startup experience in VC, partnerships & growth. Co-Founder & CEO of Havaday.

Heather

Jason Kraemer
Growth

Former Co-Founder of Flashpacker Co and startup GTM consultant.

Heather

Jena David
Senior Manager

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

Celeste Garrett
Senior Manager

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

Bob | Graphite - Startup Accounting Services

Pawel Wierzchowiec
Senior Manager

Accomplished Controller with experience working in manufacturing, eComm, IT Services & SaaS

Bob | Graphite - Startup Accounting Services

Mark Bezney
Senior Manager

Seasoned MBA & accounting leader with years of experience across several industries

Heather

Andrew Brush
Senior Manager

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

Lisa C | Graphite - Startup Accounting Services

Chris Schuette
Manager

12+ years of accounting and finance experience across multiple industries

Heather

Helen Colon
Manager

15+ years of accounting and finance experience in numerous industries

Sally Huang
Manager

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

Connor Anderson
Manager

Masters in Accounting from UCF, with several years of experience in accounting

Lorraine Medina
Manager

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

Heather

Elena Perez
Manager

20+ years of accounting experience across various industries

Get In Touch

Locations: NYC HQ / ORL / TPA / DAL

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

GRAPHITE FINANCIAL | 228 PARK AVE S #85447 NEW YORK, NY 10003, UNITED STATES | HELLO@GRAPHITEFINANCIAL.COM
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