CFOFORIT CORE SERVICE
You’ve built a great tech services business; now it’s time to put financial systems in place that support growth. Scale Essentials delivers hands‑on support to establish control, visibility and accountability.
Through rigorous forecasting, monthly health checks and intuitive dashboards, we identify blind spots and keep your team aligned on the metrics that matter. You’ll gain the confidence to make data-driven decisions faster, backed by a dedicated CFO who knows your industry.
Value Guarantee: See results in 60 days, or you don't pay.
.webp?width=1505&name=CFOforIT_HeroImage_ScaleEssentials_CockpitBold_202607%20(2).webp "CFOforIT_HeroImage_ScaleEssentials_CockpitBold_202607 (2)")
Monthly financial package preparation and review (P&L, Balance Sheet, Cash Flow). Variance analysis and management commentary. Key performance indicators (KPIs) and dashboard reporting.
Rolling 13-week cash flow forecasting.
Budget creation and variance tracking.
Scenario modeling and strategic financial planning.Capital structure and financing strategy (banking, investors, credit facilities).
Board reporting and investor communications support.
M&A readiness, due diligence preparation, and financial modeling.Review of accounting policies and controls (at a high level).
Recommendations to strengthen financial processes, systems, and compliance.
To maintain focus on strategic finance work, this package does not include:
.webp?width=1080&name=Untitled%20design%20(22).webp "Untitled design (22)")
Access to a CFO who has steered multiple tech companies from <$20M to >$130M revenues. We know the levers that drive ROI and cost savings.
Strategic financial insight at a fraction of the $300K+ cost of a full‑time CFO, with more focus on growth and profitability.
We used proven best practices to improve cash-flow and provide a longer horizon to avoid surprises.
AI‑powered dashboards and forecasts that give you real‑time clarity on cash, profitability, and KPIs.
A satisfaction guarantee. If you don’t see the promised value, we’ll make it right or refund your fees.
Continuous value‑building and risk mitigation so you’re prepared for funding rounds, recapitalizations or a future sale.
Steve brought a blend of SaaS industry understanding, commercial discipline, and integrity to our board during my time as CEO at Webinfinity. His financial insights and strategic partnership were invaluable in guiding us through growth and ultimately to a successful acquisition by 360insights in 2022. He’s someone who knows how to build a business the right way, with both value and outcomes in mind.
James Hodgkinson
CEO | Webinfinity
At two of Steve’s prior IT services companies, he engaged me and my team at MetricNet to help mature and optimize their service operations. With Steve’s partnership, we transformed those organizations from average to world-class performance within a year. Steve’s dedication to a metric-driven approach was instrumental in driving both operational excellence and profitable scaling. It’s that same focus on data and results that he now applies at CFOforIT.
Jeff Rumburg
CEO | Metricnet
Having Steve on our ProV board was incredibly valuable. He played a key role in refining our growth strategy and served as a trusted financial advisor, helping us position the company for success. Thanks to Steve’s guidance on metrics and talent recruitment, we achieved significant growth during his time on the board. The principles he championed are exactly what he now brings to CFOforIT.
Ajit Nair
CEO | ProV
We specialize in supporting MSPs, MSSPs, IT service firms, systems integrators, and value-added resellers that have already crossed $5M in annual revenue and are committed to scaling.
Once your IT services business has proven its model and reached at least $5M in annual revenue, you’re at an inflection point where strategic financial leadership can accelerate growth, optimize margins, and prepare for premium valuations.
We translate financial data into strategy—aligning pricing with value, modeling growth scenarios, building dashboards, and ensuring every investment drives profitability, scalability, and readiness for future exits.
You can connect directly with a free consultation here. Alternatively, you can email us at info@cfoforit.com or call us at +1 (813) 367-4485. We’ll discuss your business goals and map out how we can help scale, optimize, or prepare for an exit.
We are confident our fractional‑CFO engagement will pay for itself. Within 60 days of kickoff you’ll receive a full financial‑health assessment, forward‑looking forecast and a prioritized action plan. If you attend the scheduled meetings, provide the requested information and implement the agreed‑upon quick‑win actions but don’t feel the engagement has delivered real value, simply let us know by Day 60 and we’ll refund your fees. In other words, we put skin in the game—if you don’t see value, you don’t pay.
Core Service
Transform your financial data into strategic intelligence, using advanced modeling and profitability analysis to power faster, smarter expansion.
Core Service
Stay perpetually sale‑ready with a seasoned CFO partner who enhances your valuation, de‑risks your business and guides you through every step of M&A and exit planning.
Additional Service
Position your business for a premium valuation with tailored strategies, clean financials, and a clear roadmap to a successful transaction.
Additional Service
Secure the right capital with strategic planning, financial modeling, and investor-ready materials that put your business in the best light.
Additional Service
Confidently navigate the deal process with expert evaluation, financial due diligence, and hands-on support—ensuring you maximize value at every stage.
Our Commitment
Our founder has scaled 3 firms past $130M. You could be next. See results in 60 days, or you don't pay.
PE Playbook
Private equity investments succeed or fail based on how well PE firms identify value drivers before they buy. We dig beneath the surface to assess the target’s cash, liquidity and cost structure, diagnose upside potential using industry‑proven levers Our rigorous due‑diligence support covers financial, operational and human‑capital factors, giving you confidence in your investment thesis and clarity on where to focus after closing.
Evaluate your next acquisition with confidence—schedule a discovery call to see how our pre‑acquisition expertise can unlock hidden value.
PE Playbook
The first 100 days set the trajectory for your investment. We fill CFO gaps, integrate the target company and translate the investment thesis into a detailed value‑creation roadmap. By embedding robust reporting, KPI monitoring and forecasting early, we create a clear line of sight to EBITDA improvement and working‑capital gains. Our team mentors your finance leaders, implements rolling forecasts and 13‑week cash models, and drives integration so you can achieve the operational and strategic objectives envisioned at acquisition.
Hit the ground running after closing—contact us to craft a post‑acquisition roadmap that turns your investment thesis into performance.
PE Playbook
Your portfolio companies deserve consistent financial leadership that scales across the investment lifecycle.
We provide fractional and transitional CFO services, mentoring and strategic oversight to embed best practices across the IT services firms in your portfolio.
Equip your portfolio companies with the strategic finance leadership they need—schedule a conversation to learn how our portfolio services drive value from acquisition through exit.
Build your financial foundation today. Reach out to see how Essentials can give you clarity and control.
