CFO. FP&A. Accounting.

Every engagement is modular and scoped to what you actually need. Some clients need a fractional CFO and nothing else. Others need the whole function built out. We meet you where you are.

Ongoing Support:

Your Finance Function, Right-Sized for Your Stage.

Recurring engagements that embed Roots CFO into your business as your finance team.

    • Strategic financial leadership and board partnership without the full-time seat

    • Acts as your CFO — board meetings, investor relationships, financial strategy

    • Makes sure the numbers are telling the right story

    • Budgets, forecasts, financial models, and scenario planning

    • Builds the analytical infrastructure your leadership team needs to make confident decisions

    • Gives your board the visibility to track progress

    • Month-end close, AP/AR, reconciliations, and controller-level oversight

    • Clean books, on time, every time — with the rigor of an experienced finance team

    • Board-ready financials, investor reporting packages, and real-time dashboards

    • Numbers that are clear, accurate, and telling the right story to the right audience

    • The modern tech stack that ties it all together

    • Selection, implementation, and optimization of accounting software, BI dashboards, and automation

    • Built to scale and hand off cleanly when you're ready for a full-time team

    • Full CFO coverage during leadership transitions, executive searches, or critical growth moments

    • Senior finance leadership deployed immediately — no search required

Specialized & Project Based

The Right Support for the Moments That Matter Most.

Discrete engagements for specific situations — scoped to the project, deployed when you need it.

    • Financial models built to support fundraising, strategic decisions, and scenario planning

    • Clean, defensible, and built to withstand investor scrutiny

    • End-to-end support for your capital raise: financial model, investor narrative, data room build, diligence prep, and post-close integration

    • Helped companies raise $175M+ across multiple stages

    • M&A diligence, financial modeling, and integration support

    • Whether you're acquiring, being acquired, or exploring a strategic transaction, we bring the finance expertise to get it done right

    • Rapid finance function audit for VC and PE firms

    • Assesses reporting, controls, and finance infrastructure across portfolio companies

    • Delivers a clear picture of where the gaps are

    • Finance leadership through complexity: recapitalization, turnaround, operational reset, and bankruptcy support

    • Experience in some of the most challenging finance situations a company can face

    • Strategic leadership in HR, legal and contract negotiations, Commercial, and Operations Support

    • Tech stack selection, ERP implementation, and finance automation for growing companies

    • Modernizes your finance infrastructure so it can scale with the business

How We Work

Modular. Flexible. Built Around You.

We Start With Your Gaps

Every engagement starts with understanding where you are, what’s missing, and what you actually need. No packages. No assumptions.

We Scope to What You Need

You take what you need and leave what you don’t. One service or all of them — the engagement is built around your stage, priorities, and budget.

We Scale With You

As your company grows your finance needs evolve. We scale up, scale down, or hand off cleanly to a full-time team when you’re ready.