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Make smarter financial decisions with CFO Services

We provide financial services tailored to the unique needs of startups and small businesses Our goal is to help you navigate complex financial challenges with ease and guide your business towards long-term success.

We’ve helped 200+ customers...

We work with small businesses and startups across various industries, offering specialized solutions tailored to meet unique needs.

Raise

In Capital
$ 0
Free up as much as
In Liquidity
$ 0 K

Partner with a 
top-tier CFO team

Make informed decisions with books that are right for your business. We work closely with you to get a comprehensive understanding of your business, so that you can run your business more effectively with the information you need to succeed.

Get a financial model 
you can trust

With extensive experience supporting hundreds of companies like yours, we provide valuable insights to inform your next move. Together, we’ll strategize and model the impact of different scenarios, ensuring your business is well-positioned for future growth.

Manage expenses
& scale effectively

At Philip Andrew, we understand that managing cash flow is crucial for the success of any business. Our team will work with you to implement effective cash management strategies, ensuring that you have a clear and insightful view of your spending.

Attract investor interest

Our seasoned professionals are here to craft a personalized financial model that not only highlights your business's strengths but also helps maximize your valuation. We guide you through every step of the process, ensuring you select the right form of capital tailored to your specific needs. Whether you’re navigating a fundraising round or an M&A process,.

Our services

We work with small businesses and startups across industries, with
specialized solutions to fit your needs. To name a few:

stage 1: Onboarding

Financial & Operating Model Build

By analyzing key financial metrics and operational data, we establish a solid groundwork for our ongoing Monthly Engagement.

Customized model includes:

  • Profit & Loss, Balance Sheet, and Cash Flow Statements
  • Budget vs Actuals
  • Industry-Specific KPI Dashboard
  • Headcount & Compensation Plan
  • Scenario Planning (Base, Bull, Bear Case)

stage 2: steady state

Monthly Engagement

This collaborative relationship is designed to provide you with tailored support that meets your unique business needs.

  • Monthly meeting to review the company’s financial health & strategic insights
  • Monthly update of the financial model with actuals
  • Monthly Budget vs Actuals analysis
  • Ad-hoc scenario planning to understand the impact of business decisions
  • Everything from the Basic Engagement
  • Bi-weekly meeting to review the company’s financial health & strategic insights
  • Customized strategy & operations projects specific to your company’s needs
  • Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story
  • Everything from the Essential Engagement
  • Weekly meeting to review the company’s financial health & strategic insights
  • In-depth strategy & operations projects
  • In-depth investor & board reporting support
  • In-depth fundraising & M&A suppo

Our services

We work with small businesses and startups across industries, with
specialized solutions to fit your needs. To name a few:

stage 1: Onboarding

Financial & Operating Model Build

By analyzing key financial metrics and operational data, we establish a solid groundwork for our ongoing Monthly Engagement.

Customized model includes:

  • Profit & Loss, Balance Sheet, and Cash Flow Statements
  • Budget vs Actuals
  • Industry-Specific KPI Dashboard
  • Headcount & Compensation Plan
  • Scenario Planning (Base, Bull, Bear Case)

stage 2: steady state

Monthly Engagement

This collaborative relationship is designed to provide you with tailored support that meets your unique business needs.

  • Monthly meeting to review the company’s financial health & strategic insights
  • Monthly update of the financial model with actuals
  • Monthly Budget vs Actuals analysis
  • Ad-hoc scenario planning to understand the impact of business decisions
  • Everything from the Basic Engagement
  • Bi-weekly meeting to review the company’s financial health & strategic insights
  • Customized strategy & operations projects specific to your company’s needs
  • Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story
  • Everything from the Essential Engagement
  • Weekly meeting to review the company’s financial health & strategic insights
  • In-depth strategy & operations projects
  • In-depth investor & board reporting support
  • In-depth fundraising & M&A suppo

We've seen it all

We work with small businesses and startups across industries,withspecializedsolutions to fit your needs. To name a few:

Technology

Professional Services

Financial Services

Consumer Goods & Retail

Healthcare

Pre-Seed

Seed

Series A

Series B+

Owner-operated firms

Self-funded businesses

Hear from Our Customers

We work with small businesses and startups across industries,withspecializedsolutions to fit your needs.

Our CFO has helped our team tremendously. He has helped us get better in touch with our current financials which helps us understand how to allocate our resources most efficiently. He has also helped with sales projections and has been instrumental in our ability to plan for growth.

Strategic analysis of the financial wellbeing of our company and growth plan.

More informed decision making.

We didn’t understand in detail the financial health of the business and we now have a clear picture of our current finances and we have been better able to plan for scaling the company.

See what Philip Andrew can do for you

Get the peace of mind that comes from partnering with our experienced finance team.

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