We don't describe our services.
We show you what we've done.
You could read a list of what we offer: CFO services, FP&A, strategic planning. Every firm has that page. We'd rather show you how we worked through situations that might feel familiar right now.
A word on “I think I need to hire a CFO”: Most leaders arrive having already decided on a title. But the problems we see almost never live in one role. They span teams, strategy, accountability, and execution. What you actually need is a team that’s seen it all before and can work at every level at once. That’s how we’re built.
We build assets, not reports
Every engagement produces tools your team keeps using long after we're gone: cash forecasts, decision frameworks, reporting cadences...not slide decks filed away after the meeting.
Strategy connects to Monday morning
We don't hand off a plan and leave. We sit in the weekly meeting, push on the decisions, and hold accountability until the discipline holds without us.
Former operators, not consultants
We've run companies. We've had the 2am moment. We speak plainly about outcomes, not frameworks, and we measure ourselves by your results.
Situations we've worked through
Each story follows the same pattern: we find what’s really broken underneath, we build the tools to fix it, and we install the discipline to make it hold.
CASH
"I keep putting money in, and it's still not enough."
Revenue in the door, cash always short. How a founder finally stopped covering the gap.
MARKET SHIFT
"Our market changed, and we didn’t until it was almost too late.”
A strong firm, a slide no one could explain. How it grew again by walking away from half its markets.
GROWTH
"We're growing, the cash just isn't showing up.”
Booming sales, shrinking bank account. How one company closed the gap between the two.
NEW LEADER
"I just stepped in, and I don't trust the numbers yet.”
Plenty of activity, no clue what was working. How a new CEO got a trusted view in weeks, not quarters.
COMING SOON
RAISE CAPITAL
"We need to raise, and our story isn't tight yet."
Ready to raise, not ready for diligence. How a founder got investor-ready and closed the round.
AFTER THE RAISE
"The money's in. Now investors want to see the numbers."
Money in the bank, credibility still to earn. How a founder turned a story-driven round into a company his board could trust.
Not sure which situation fits?
Tell us what's keeping you up at 2am. We'll tell you plainly whether we can help, and exactly how.
Common Questions
Can PlusPoint be our fractional CFO?
Yes. We give you senior, CFO-level financial leadership, whether that’s one seasoned voice a few hours a week or something more hands-on as you grow. What stays the same either way is how we think about the work: finance isn’t just there to report what happened, it’s there to help you decide what’s next. We bring that to every engagement, large or small, and we meet you where you are.
What’s the difference between a fractional CFO and strategic finance?
A fractional CFO is a person you bring in. Strategic finance is a way of working: it ties your strategy, your decisions, and your results together so the whole team can move faster and with more confidence. If what you need is an experienced voice on call, a fractional CFO fits. If the same decisions keep stalling and nothing quite sticks, that’s the gap strategic finance is built to close.
Do you do bookkeeping, the monthly close, and day-to-day accounting?
Yes, all of it, done well: clean books, a close that lands on time, controller-level oversight, and board-ready reporting. We just don’t stop there. We do the accounting in a way that actually feeds your planning and your decisions, instead of only reporting the past.
Can we hire you for just the CFO-level help?
Yes. Most engagements start with one piece, usually whatever’s most urgent: the close that’s behind, the forecast you don’t have, the raise you’re preparing for. We do that piece well and build it to connect to the rest, but you’re never required to take on everything at once.
We already have a bookkeeper or controller. Do we still need PlusPoint?
Maybe not, if your only issue is bookkeeping accuracy. But if someone is keeping the books and you’re still struggling to make confident calls about hiring, spending, or growth, that’s a strategic finance gap, not an accounting one. We work alongside existing finance staff far more often than we replace them.
What makes PlusPoint different from a traditional finance consultant?
Consultants hand you recommendations and move on. We build alongside your team and stay until the work holds without us. Every engagement leaves you with tools you keep using, like cash forecasts, decision frameworks, and reporting rhythms, not a slide deck that gets filed away.
Do I need a CFO, or something else?
It’s a fair question, and worth answering before you hire for a title. A lot of what sends leaders looking for a CFO, the same debates every month, decisions that don’t stick, reporting that only looks backward, doesn’t actually live in one role. It spans strategy, accountability, and execution. We’re glad to help you figure out what’s really going on before you commit.
What kind of companies do you work with?
Growing companies across a broad range of industries. What matters to us isn’t your sector, it’s whether your finance function has kept pace with your growth. We’ve done strong work in SaaS and technology, professional services, distribution, manufacturing, e-commerce, and associations, among others. And in the rare case we don’t think we’re the right fit to deliver what you need, we’ll say so.
How long does an engagement typically last?
Long enough to get your finance function working the way it should and to build the discipline to keep it there, and no longer. It varies by situation, but the goal never changes: leave your team able to run what we built, not dependent on us to keep it running.