Value Proposition
Business Need
You are leading a company that has created market value, assembled a strong team, and are on the verge of accelerated expansion. However, you and your investors may question the accuracy of your financials and whether your strategic direction and goals are supported by the numbers.
Value
Growing companies require reliable, data-driven financial insights, but the need for high-level experience is often intermittent, not daily. Therefore, successful businesses cannot, and should not, justify the cost of a full-time senior finance leader. Saltworks CFO Advisors provides top-tier financial guidance through fractional CFO services on an as-needed basis.
How we
Help
We establish reliable reporting and implement scalable accounting solutions, ensuring strategic alignment and operational efficiency. By helping you interpret financial data, founders can focus on confidently running their business. Our expertise is ideal for replacing senior finance leaders or supplementing existing teams.
Who we Serve
We specialize in SaaS and subscription-based companies, understanding their unique operations, value drivers, KPIs, and reporting norms. Generally our clients are startups, early-stage companies, or those backed by private equity or venture capital. We complement existing financial infrastructure, such as a bookkeeper or controller, and augment it with high-level financial strategy. Our companies typically range from pre-revenue to $20M ARR.
Services Offered
Strategy &
Planning
Leadership &
Communication
Financial Planning and Analysis (FP&A)
Budgeting and Forecasting
Cash Flow and KPI Management
Scenario Planning and Profitability Analysis
Turnaround Strategies, Risk Management, and Restructuring
Support for International Expansion
Board Meeting Preparation and Participation
Pitch Decks and Investor Relations
Stakeholder Communication and Reporting
Team Development and Organizational Culture
Staff Management, Change Management, and Alignment
Succession Planning and Key Vendor Relationships
Fundraising & Transactions
Financial
Reporting
Due Diligence
Fundraising Support
Debt Management and Restructuring
Review Term Sheets and Contracts
Mergers and Acquisitions (M&A) Support
Performance Dashboards and Data Visualizations
Narrative Executive Summaries
Financial Review and Analysis
Monthly, Quarterly, and Annual Financial Reporting
Customizable Financial Models
Processes & Technology
Compliance
& Audit
Automation of Financial Processes
Leverage AI for Efficiency
Establishment of Standard Operating Procedures (SOPs)
Tech Stack Optimization and Systems Implementation
Operational Efficiency Improvement
Development and Implementation of Internal Controls
Compliance with Regulatory Standards
Audit Readiness and Support
GAAP Accounting
Income Tax Filing Support
409A Valuation Support
Tax - Sales, Use, Payroll