Strategic CFO & Accounting Services That Drive Results

High-touch CFO advisors, strategic finance support, accounting, & embedded financial operations to prepare your business for the next stage of growth.

Trusted by Category Defining Entrepreneurs

Velo CFO is the finance and accounting partner of choice for the most ambitious entrepreneurs of today.

Our Services

Scale Your Business

Your trusted partner for your financial journey. Expert CFO partnerships, FP&A, and strategic advisory to fuel your business growth.

Strategic Planning

We build short term and long range financial plans to help executives set goals for future quarters and years, understand the key levers of growth at their disposable, forecast runway, evaluate fundraising timelines, and guide re-investment decisions across R&D, S&M, and G&A.

Go-To-Market Forecasting

We build bottoms up go-to-market models at the individual channel and segment level, ensuring GTM leaders are equipped with the information necessary to guide capital allocation decisions and invest into the highest ROI pockets of customers.

Expense Budgeting

We break down expenses into vendor and department level budgets, allowing executives and department leaders to forecast spend effectively, identify areas to reduce expenses, and guide decision making.

Fundraising & Diligence Prep

We build your financial data room and help craft a business narrative for investors, including financial projections, customer cohort analyses, ARR and retention files, and KPI outputs.

Cash Flow Management

We build weekly and monthly cash flow forecasts to ensure sufficient runway, manage cash across treasury accounts, and guide re-investment and purchasing decisions.

Accounting & Financial Operations

Our accounting and financial operations team handles the end to end back office for companies, ensuring financial infrastructure is airtight and books are closed on a monthly basis according to accrual and GAAP accounting.

Our clients have raised $1Bn+ from leading Investment Firms