Institutional-grade financial expertise, delivered faster and cleaner through AI-powered workflows — without the cost of a full-time executive hire. Our seasoned CFOs use best-in-class AI tools to accelerate reporting, forecasting, and compliance for microcap public companies and pre-IPO businesses.
Years of CFO Experience
Equity Required
Ready to Deploy
Workflows Across Every Engagement
Public-market reporting demands speed and precision. We integrate AI across every engagement to accelerate the work our CFOs deliver — so filings are on time, financials are cleaner, and your board always sees the latest numbers. Every output is reviewed and signed off by a seasoned CFO.
AI-assisted drafting and automated cross-checks of 10-K, 10-Q, and 8-K filings reduce turnaround time and eliminate tie-out errors.
AI anomaly-detection tools scan every transaction — not just samples — so issues are surfaced and resolved before your auditors find them.
AI-powered dashboards replace stale monthly spreadsheets with live cash runway, burn rate, and KPI tracking available anytime.
AI pulls comparables, peer benchmarks, and data from public filings in minutes — ready for pitch decks, board materials, and diligence responses.
AI handles the heavy lifting. Our CFOs handle the judgment, context, and accountability. Every deliverable is reviewed, refined, and signed off by a seasoned finance executive.
We work with a focused client base — companies where experienced financial leadership directly impacts enterprise value and market confidence.
OTC, OTCQB, OTCQX, and Nasdaq/NYSE small-cap companies that need a seasoned CFO to manage SEC reporting obligations, investor communications, and financial governance — without the $300K+ salary of a full-time hire.
Privately held companies actively pursuing an IPO, Reg A+ offering, direct listing, or SPAC merger. We build the financial infrastructure, reporting standards, and governance frameworks that capital markets demand.
Companies raising capital through Regulation A+ offerings who need audit-ready financials, offering statement support, and ongoing SEC compliance managed by a qualified CFO.
Private companies preparing for institutional investment rounds, private placements, or bridge financing who need investor-grade financial models, data rooms, and CFO-level credibility at the table.
Companies executing reverse mergers or acquiring shell companies need immediate financial leadership to meet SEC reporting deadlines and establish credibility with markets and shareholders.
Organizations between CFO hires, undergoing audits, or facing SEC inquiries that need experienced interim financial leadership to bridge the gap without missing a beat.
Every service is delivered by experienced CFO professionals — not junior accountants — and tailored to the unique demands of public and pre-public companies.
Timely, accurate preparation and filing of 10-K, 10-Q, 8-K, and proxy statements. We ensure your company stays compliant and keeps its good standing with the SEC.
AI-assisted drafting and automated tie-out checks reduce filing turnaround and errors.
End-to-end preparation for initial public offerings, Reg A+, direct listings, and SPAC transactions — including S-1 financial support, audit coordination, and underwriter diligence.
AI-powered research and modeling accelerate S-1 prep, peer benchmarking, and underwriter diligence.
We coordinate directly with your external auditors, preparing all necessary work papers, reconciliations, and financial statements to drive clean, timely audit completion.
AI anomaly-detection surfaces transaction-level issues before your auditors do.
Investor-grade financial models, three-statement projections, scenario analysis, and KPI dashboards that tell your company's financial story with credibility.
AI-driven scenario modeling produces multiple capital-raise and growth scenarios in hours, not days.
CFO-level support through equity raises, debt financing, and private placements — including data room preparation, investor Q&A support, and term sheet review.
AI-curated comparables and investor research strengthen data rooms and Q&A responses.
Professional board packages, earnings narratives, shareholder letters, and investor presentations that communicate financial performance with clarity and confidence.
AI-generated first drafts and live dashboards mean your board sees cleaner, timelier information.
Design and implementation of internal control frameworks appropriate for public companies, including documentation, testing, and remediation of material weaknesses.
AI-assisted control documentation and testing accelerate SOX readiness without cutting corners.
Full-cycle accounting, month-end close, financial statement preparation, and controllership functions — scaled to your company's size and complexity.
AI-powered close automation and reconciliations shorten month-end and reduce manual errors.
On-demand access to a seasoned CFO for strategic decisions, M&A analysis, budget review, and executive-level financial guidance when you need it most.
AI-accelerated analysis lets us respond to strategic questions — M&A, pricing, budget — in days instead of weeks.
Microcap and pre-IPO companies face the same regulatory demands as Fortune 500s — but with a fraction of the budget. We bridge that gap.
We understand the SEC, PCAOB, and capital markets intimately — because this is all we do. No generalists; no learning curve on your dime.
Unlike a traditional CFO search that takes 3–6 months, we integrate with your team and begin delivering results within days.
Transparent retainer-based pricing gives you C-suite financial leadership at a fraction of the fully-loaded cost of a full-time hire.
We act as your CFO — attending board meetings, speaking with auditors and investors, and owning the financial function alongside your team.
Modern tools, human judgment. We deploy best-in-class AI platforms across reporting, forecasting, and analysis — so you get faster answers and cleaner work, always reviewed and signed off by a seasoned CFO.
We make it simple to get started, and even simpler to stay confident in your financial operations.
A no-obligation conversation to understand your company's stage, reporting obligations, and immediate needs.
We provide a clear, fixed-fee proposal scoped to your company's specific requirements. No hidden fees.
We integrate with your existing team, systems, and advisors — and connect our AI-powered reporting, close, and forecasting stack to your accounting platform for immediate financial visibility.
Regular reporting, compliance management, and strategic support — month after month, on your schedule.
CFO Portal stepped in during our SEC filing crunch and delivered exactly what we needed — on time, accurate, and with a level of professionalism that gave our board real confidence. Roman and his team are the real deal.
We were preparing for our Reg A+ raise and had no idea how to structure our financials for SEC scrutiny. CFO Portal walked us through every step. We closed our round fully funded. Worth every dollar.
Having a fractional CFO who truly understands public company compliance was a game-changer for us. Roman speaks the language of investors and auditors alike, and that credibility has opened doors we couldn't open on our own.
Schedule a no-cost discovery call with the CFO Portal team and learn how we can support your company's financial leadership.
No commitment required · Typically respond within one business day · Serving clients nationwide