Virtual CFO Services
Whether you’re juggling 3 clients or 30, every CFO engagement expects speed, strategy, and systems.
We’re your invisible engine, powering everything behind the scenes so you can stay focused on what you do best: being the trusted, strategic advisor.
The Current Fractional CFO Reality
Your calendar is chaos. You’re:
- Firefighting financials for a D2C startup.
- Prepping M&A data rooms for a healthcare firm.
- Navigating reporting cleanup for a Series A SaaS client.
But you don’t have 5 analysts, a controller, and a systems team on call (& you don’t have to!).
That’s where we come in.
Our On-Demand Finance Pod: Built For You
At DNA Growth, we provide a fully managed, fractional finance team that works behind your brand – white-labeled or co-branded – offering:
| SERVICE LAYER | SAMPLE SUPPORT |
| FP&A | Forecasts, driver-based models, cash flow runway calculators |
| Accounting | Bookkeeping, clean closes, AP/AR, reconciliations |
| Reporting | Board decks, investor updates, burn & margin reports |
| AI & Tech | Dashboards (Power BI, GSheets), workflow automation |
| Project-Based | M&A prep, audit cleanup, due diligence, ERP migrations |
Our pod model ensures continuity: A dedicated lead + 25% overlap with a backup analyst, so there’s no risk of downtime during critical close periods or audits.
Where We Shine?
- Cleaning up legacy financials under tight timelines
- Setting up repeatable board/investor reporting packs
- Helping clients migrate to NetSuite, Xero, Zoho, and QuickBooks
- Managing the month-end close across 3–5 entities
- Designing BI dashboards using PowerBI, G-Sheets, or Tableau
- Building investor-ready models that actually pass scrutiny
Finance is Complicated Enough, So We Keep It Simple.
Our engagement flexes to your model:
- White-labeled support
- Co-branded delivery
- Direct-to-client or through you
We plug in quietly, build fast, and let you take the credit.
Thinking of Scaling Your Practice?
You’ve scaled dozens of clients. Now scale your own advisory. Let’s help you expand your offerings with a built-in execution layer that works at your pace.
Want to explore co-branded or white-labeled delivery?
Talk to our Partner Success Lead →
Real Use Cases
Helped a fractional CFO migrate 5 entities to Xero in under 21 days, while simultaneously prepping a board reporting pack with a 3-year projection model.
Supported an M&A advisor with due diligence cleanup for 2 portfolio companies, prepping investor-ready data rooms in 2 weeks.