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One call. Clear direction. Faster execution.
Strategic Financial Leadership, Without the Full-Time Cost
Get boardroom-grade financial strategy, forecasting, and fundraising support from a seasoned CFO — embedded in your business part-time, at a fraction of a full-time executive salary.
Retention
Trusted by founders at
One Team. Every Financial Function.
Most founders juggle a bookkeeper, a part-time accountant, and a tax preparer who only calls in April. We replace that patchwork with one coordinated finance team — at a fraction of the cost of hiring in-house.
Accurate Books. Closed by the 5th.
Automated transaction categorisation, bank reconciliation, and real-time reporting. Your books are always current — not three months behind.
- Daily automated sync with your accounts
- Real-time P&L, balance sheet & cash flow
- Monthly close reports in your inbox
- Xero / QuickBooks / NetSuite compatible
Know Your Numbers Before They Know You.
Rolling 13-week cash flow forecasts, scenario modelling, KPI dashboards, and budget-vs-actual analysis — so you make decisions with data, not guesswork.
- 13-week rolling cash forecast
- Revenue model & scenario planning
- Custom KPI dashboard (live)
- Board-ready financial packages
Strategic Finance Leadership. No Full-Time Hire.
A senior CFO embedded in your business — attending board meetings, supporting fundraising, guiding pricing strategy, and helping you make the high-stakes calls with confidence.
- Weekly CFO calls & Slack access
- Fundraising prep & investor relations
- Pricing, unit economics & margin analysis
- M&A, exit, or restructuring support
Pay Less Tax. Legally. Every Year.
Year-round tax planning, not just annual filing. We identify credits, deductions, and structural opportunities throughout the year — not after the deadline.
- Quarterly estimated tax planning
- R&D tax credits & incentive identification
- Entity structure optimisation
- Multi-state & international compliance
Growth-Stage Founders Served
Client Retention
Average Onboarding Time
Avg. Annual Tax Savings Per Client
From Signed to Running in 48 Hours
No months-long onboarding. No endless form-filling. We've built a streamlined process so you start seeing value in days, not quarters.
Strategy Call (30 min)
We learn your business model, current finance setup, and growth goals. No pitch. Just questions and listening.
Custom Finance Proposal
Within 24 hours, we send a tailored scope of services and retainer plan. No templates — built around your specific situation.
Rapid Onboarding
We connect your bank accounts, accounting software, and payroll. Our team takes the keys — you get access to your live dashboard.
Ongoing Finance Partnership
Monthly reporting, weekly CFO calls, proactive alerts when your numbers need attention. We're in your corner — permanently.
Every Role Your Finance Team Needs — Without the Hiring Headache
A full-time CFO costs $350K–$500K per year. A bookkeeper + controller + tax advisor adds another $180K. We give you the equivalent horsepower for a flat monthly retainer.
Built for Founders Who Have Outgrown Their Accountant
If any of these sound familiar, we built this for you.
You're raising a round and need investor-ready financials — fast
Your current accountant has never prepared a data room. We have — for 140+ companies, ranging from Series Seed to Series C.
You're spending more than you think and don't know where
Disconnected tools, manual spreadsheets, delayed books. We consolidate everything so you know your burn, margin, and runway in real time.
Tax season hits like a surprise every single year
Last-minute scrambles and unexpected bills are a symptom of reactive tax planning. We plan quarterly so April is never a crisis.
You're growing fast and the finance function can't keep up
Headcount is scaling, revenue is up, complexity is multiplying — but your finance setup is still the same as when you were at $500K ARR.
You want a CFO's input without the CFO salary
Strategic calls, pricing analysis, cap table conversations, board prep. You need senior finance brains — just not on a $400K salary.
Sound like you?
Let's talk about what your finance function should look like at your stage.
Book a Free CallNot Your Father's Accountant
Traditional accounting firms are built for compliance. We're built for growth. Here's how we're different.
Transparent Pricing. No Surprises.
All plans include a dedicated finance team, monthly reporting, and direct Slack access. No hourly billing. No hidden fees.
- AI-Powered Bookkeeping
- Monthly P&L, Balance Sheet & Cash Flow
- Monthly Close by 5th
- Xero / QBO / NetSuite Setup
- Dedicated Bookkeeper (Slack)
- Advanced FP&A
- Fractional CFO
- Tax Strategy
- Everything in Foundations
- 13-Week Cash Flow Forecast
- Budget vs Actual Reporting
- Custom KPI Dashboard (Live)
- Scenario Modelling
- Board-Ready Financial Packages
- Monthly CFO Strategy Call
- Tax Strategy Add-On
- Everything in Growth
- Fractional CFO (Weekly Calls)
- Fundraising & Investor Support
- Proactive Tax Strategy (Included)
- Entity Structure Optimisation
- R&D Tax Credit Identification
- M&A / Exit Planning Support
- Priority Same-Day Response
All plans are customisable. Need something between plans? We'll build a bespoke retainer for your stage. Talk to us →
How We Stack Up
See exactly what you get — compared to your other options.
| Feature | Local Accountant | Freelance Bookkeeper | Skillfi Us | Big 4 Firm |
|---|---|---|---|---|
| Monthly bookkeeping | ✓ | ✓ | ✓ | ✓ |
| Books closed by 5th | ✕ | ✕ | ✓ | ✕ |
| Cash flow forecasting | ✕ | ✕ | ✓ | Charged extra |
| Year-round tax strategy | ✕ | ✕ | ✓ | Charged extra |
| Fractional CFO access | ✕ | ✕ | ✓ | ✕ |
| AI-powered automation | ✕ | ✕ | ✓ | ✕ |
| Dedicated Slack access | ✕ | ✕ | ✓ | ✕ |
| Fundraising support | ✕ | ✕ | ✓ | Charged extra |
| Typical monthly cost | $500–$2K | $300–$1K | $3K–$10K | $15K–$50K+ |
What Founders Actually Say
"We went from having no idea what our cash runway was to having a live 13-week forecast updated every week. Skillfi paid for itself in the first month — we identified $60K in tax credits we'd been leaving on the table for two years."
"The Fractional CFO service alone is worth every penny. Having a senior finance brain in our investor calls and board meetings — without paying a $400K salary — has been a genuine competitive advantage."
"Our previous accountant sent us our year-end financials in May. Skillfi closes our books by the 5th of every month. I actually know what's happening in my business now."
"Tax used to feel like a yearly ambush. Now Skillfi does quarterly planning and I always know what I owe before it's due. No surprises. Massive stress reduction."
"Onboarding was incredibly fast. We were fully set up and had our first dashboard live within 48 hours. The team is responsive on Slack — something my old accountant never was."
"We were preparing for a Series A and needed clean, investor-ready financials in two weeks. Skillfi delivered. Our lead investor commented on how well-prepared our data room was."
Questions Founders Actually Ask
Daily transaction categorisation, bank and credit card reconciliation, accounts payable/receivable management, monthly P&L, balance sheet, and cash flow statements — all delivered by the 5th of the following month. We also manage your accounting software setup and integrations.
Most clients are fully onboarded within 48 hours of signing. We handle the connection to your bank accounts, accounting software, and payroll provider. You'll have access to your live dashboard on day one.
We work natively with Xero, QuickBooks Online, and NetSuite. We also integrate with Stripe, Gusto, Rippling, Ramp, Brex, and most major banking platforms. If you're not using accounting software yet, we'll recommend and set up the right one for your stage.
Yes. All retainers are month-to-month with 30 days' notice. No lock-in contracts, no penalties. We earn your business every month — we don't trap you in it.
Fractional CFO support is included in the Growth plan (monthly strategy call) and CFO Suite (weekly calls + investor/fundraising support). It can also be added to the Foundations plan as a standalone add-on. Talk to us about your specific needs.
Tax strategy is not just filing — it's quarterly estimated tax planning, identifying R&D credits and deductions as they arise, reviewing your entity structure, and managing multi-state compliance. We proactively flag opportunities so you're never caught off-guard at year-end.
We can work alongside existing providers or transition you smoothly. During your strategy call we'll assess what's already in place and build a plan around it. Most clients fully transition within the first month — we handle the migration and data cleanup.
We primarily serve US-based companies, including those with multi-state operations and international entities. We also support UK and Australian clients on bookkeeping and FP&A. Contact us to confirm scope for your specific jurisdiction.
Stop Managing Finance. Start Using It to Win.
Book a free 30-minute strategy call. We'll assess your current finance setup, identify the biggest gaps, and show you exactly what a Skillfi retainer would look like for your business — no obligation, no pitch, just clarity.