Expert services / Advisory
CFO & Financial Advisory
Forecasts, runway, and pricing decisions - without hiring a full-time CFO.
Expert services are scoped and priced separately from your software plan.
The problem worth solving
CFO Advisory, with a clearer path.
Founders make growth decisions on instinct because they don't have a forecast they trust.
How we help
A fractional CFO works alongside your bookkeeper to build a forecast, watch unit economics, and prep for fundraising or expansion.
What comes together
Software, assistance, and expertise.
The software
- Live cash and burn dashboards
- Scenario modeling against your actuals
- Investor-ready financial packages
EazeAI assistance
EazeAI compares your actuals against forecast and highlights where the gap is biggest.
Expert support
Strategic monthly or quarterly conversations on pricing, hiring, runway, and fundraising prep.
From here to handled
A clear process from the start.
- 01
Diagnose
Review historicals, build the first forecast, agree on metrics that matter.
- 02
Operate
Monthly review of actuals vs. forecast and a working list of decisions to make.
- 03
Plan
Annual budgets, fundraising decks, and major decisions modeled before you make them.
Find your fit
Is this the support you need?
- Founders preparing to raise
- Operators scaling past $1M ARR
- Teams planning their next hire or new market
Good questions. Clear answers.
A few things you might be wondering.
Need a little more detail? We are happy to help.
Talk to our teamYes. You'll have a primary point of contact for your service, supported by a small team.
Our tax filings are prepared and reviewed by experienced tax professionals. Specific credentials vary by service tier - we are happy to share details for your specific engagement.
Email, scheduled calls, and in-app messaging. We aim for clear, timely responses appropriate to your service tier.
Explore more support
What else is on your list?
Business Formation
Form your LLC, S-corp, or C-corp the right way - with the books, EIN, and compliance ready from day one.
Bookkeeping
Clean books every month - categorized, reconciled, and ready for your accountant or your next investor call.
Payroll
Run payroll for W-2 employees and 1099 contractors without juggling three tools.
Tax
Year-round planning, on-time filing, and no scrambling in March.
The right support starts with the right conversation.
Tell us about your business. We will agree on scope and pricing before the work begins.