CFO, Accounting & HR Services for Founder-Led Companies

We deliver enterprise-grade capabilities, tailored to your business needs.

"FinanceWithin has been excellent. We're able to get much more horsepower and experience than we would be able to internally, and for a fraction of the price. I consider them part of my circle of advisors who I can trust to help navigate me. They've brought a level of sophistication to our financial modeling and accounting that I knew we needed, but didn't know how badly."
Cody
CEO
"FinanceWithin has been an exceptional financial thought partner through every phase of our brand—from pre-revenue to launch and beyond. Their ability to seamlessly shift between high-level strategy and detailed financial operations has been invaluable. From capital planning and resource allocation to daily operations and accounting, their insight and support have helped me make smarter, more confident decisions."
Ani
CEO
“FinanceWithin is an incredible strategic partner. I never hesitate to refer them clients in need of financial planning, fundraising guidance, restructures, and operational support, as well as the full accounting services of FinanceWithin.  As a trusted Community model that is a destination for brands and founders seeking growth strategy and execution - FW’s passion for founders and generosity of spirit makes them a critical player in our mission to support companies at all stages.”
April
Founder and CEO
"Working with FinanceWithin has been an absolute game-changer. I’ve never felt more in tune and ‘in the know’ about my brand. Gone are the sleepless nights spent wondering if we’re making the right financial moves or if our mission is truly on track. FW not only guided us toward our north star but also instilled a level of accountability in our processes that has transformed the way we operate. Even better, they don’t feel like an external company—they’ve become so embedded in our organization that they feel like part of the team."
Korey
Founder & CEO
“In the past year of working with the FinanceWithin team, they have become so much more than partners in building our performance forecast, securing financing solutions and establishing accounting best practices. They are now among my most trusted advisors and confidants in driving the critical and sensitive decisions I face as a CEO/Founder.”
Max
Founder and CEO

We Help Clients Build
Investor-Grade Businesses

CFO Services

Strategic planning, performance improvement, governance and compliance, investor relations, fundraising, capital market solutions.

Financial Planning & Analysis

Cash flow forecasting, financial modeling, budgeting , cost control, KPI dashboards, scenario planning, debt management.

HR Business Partner

Recruiting, comp and incentive planning, org design, leadership coaching, legal compliance, onboarding, change management, , termination, handbook.

Accounting & Bookkeeping

Monthly close, reconciliations, bookkeeping, expense tracking, AP support, ops, internal controls.

Cash Flow & Liquidity Planning

From liquidity planning to 13-week cash flow forecasting, we help our clients improve cash flow, optimize working capital, and drive performance.

Profitable Growth

We identify margin opportunities, control costs, and optimize pricing. Building systems for sustainable, profitable growth.

Financial Modeling

Our budgeting, forecasting, and KPI dashboards turn numbers into actionable insight. Informing decisions from weekly reviews to board meetings.

Accounting & Bookkeeping

We deliver investor-ready accounting and reporting. Every close is fully documented and audit-ready, with AP support and accounting ops handled end-to-end.

Our monthly closes are top-quality and built to meet investor and lender expectations.

Capital Raise & M&A Support

We help founders raise and structure capital—whether debt, equity, or hybrid solutions—designing strategies that make businesses bankable, creditworthy, and ready for growth.

When it’s time for a transaction, we assemble defensible financials, align the M&A story, and manage the data room to ensure a smooth process. From growth financing to exit, we act as your partner in building and realizing enterprise value.

Operations Support

We streamline accounting operations (AR, COGS, inventory planning, and expense management) while implementing the right systems (ERP, wholesale, fulfillment).

We also support credit apps, trade spend, and deductions, giving you the back-office discipline to scale with confidence.

HR Business Partner

Your embedded HR partner for hiring A+ players, smart compensation plans, and building scalable teams. We design orgs, coach leaders, and build cultures that drive performance.

Trusted Finance Partner to Founders and Investors

Our speciality is in consumer: DTC, retail, CPG. We exist to help our founders drive business performance, grow with confidence, and enhance enterprise value.

From Startup to M&A, We Drive Results.

We partner with founders and leaders to accelerate impact and unlock enterprise value across the full business lifecycle. Our team brings blue-chip experience, integrated capabilities, and the speed to execute when it matters most. As disciplined operators and trusted advisors, we drive performance from early growth through capital events and beyond.

Schedule a Free Consultation