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Scale faster with a CFO. 

You don't need a full-time executive to get full-time strategy. We help growing businesses build financial models, manage cash flow, and raise capital with confidence.

"Free 20-minute strategy session. No obligation.

About

Our team has helped hundreds of founders raise capital, license technology and achieve profitable exits.

$1B

In transaction experience.

How We Serve You

Fundraising & Capital Strategy

Raise with Confidence. Investors don't just want a pitch deck; they want a financial model they can trust. We build the forecasts, cap tables, and unit economic analysis you need to close your round.

Strategic Decision Making

Data, Not Gut Feel. Should you hire that VP of Sales? Open a new location? We model the scenarios (Base, Bull, and Bear cases) so you can make big decisions without the guesswork.

Cash Flow Management

Extend Your Runway. Profit is opinion; cash is fact. We help you manage burn rate, optimize spend, and plan for the future so you never have to worry about making payroll.

AI Dashboards

Instant Financial Clarity. Stop waiting for end-of-month PDF reports. We deploy custom, live dashboards that sync with your data to track revenue, burn rate, and KPIs in real-time—giving you a 24/7 pulse on your business health.

Our Pricing

Growth CFO

Best for:

  • Seed Stage / <$1M Rev

  • Quarterly Strategy Calls

  • Basic Budget vs. Actuals

  • Cash Burn Analysis

  • Fundraising Strategy

Starts at $1495 per month

Scale CFO

Best for:

  • Series A / >$1M Rev

  • Monthly Strategy Calls

  • Advanced Financial Modeling

  • Board Deck Preparation

  • Detailed Fundraising Strategy

Starts at $3495 per month

Stop Guessing, Start Scaling. 

Expert CFOs who speak your language.

Technology | SaaS | Biotech | Healthcare | Industrial 

From Biotech burn rates to SaaS unit economics, we understand the specific metrics investors look for in your sector. We don't just report the numbers; we help you navigate the nuances of your industry.

Seed  | Series A | Growth Capital | M&A & IPO

FAQs

Q: Is this different from my bookkeeper?

 

A: Yes. Your bookkeeper records what happened (the past). Your CFO helps you plan what will happen (the future).


Q: Do you help with pitch decks?

A: We have built pitch decks that have raised millions.  We are happy to provide feedback on decks.  We handle the most important part: the numbers. We build the financial model that powers your slide deck and prep you for the questions investors will ask.

 

Q: Can you join my board meetings?

A: Yes. For our "Scale" clients, we can attend board meetings to present financials and answer questions from investors directly.

CLIENT TESTIMONIALS

“TaxBooksPro has been instrumental in keeping our financial records organized and accurate. Their team's professionalism and attention to detail are truly commendable.”

Brian Tucker
Austin Family Dentist

Some of our amazing clients

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© 2026 by TaxBooksPro 

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