DRIVe THE GROWTH OF YOUR STARTUP BUSINESS

Trusted CFO Services

Attract the investors you want. Obtain the capital you need.

 

Strengthen your SaaS startup with our finance and accounting experts.

If you’re looking for a CPA or CFO for your startup and for help with meaningful reporting, CPM Advisory Group gives you more time and resources to do what you do best – grow your business. Let’s discuss.

Scalable, actionable financial reporting to support SaaS finances to drive better decisions

Annual recurring revenue. Lifetime value. Customer acquisition costs. Gross margins. You’re a SaaS founder using these numbers to tell a story that will attract VC and other investors. If you’re feeling a bit overwhelmed, understaffed, and short on time, you’re not alone. In fact, our founder Chris Mossa experienced these challenges firsthand as a SaaS entrepreneur. After a successful exit, he was inspired to build CPM Advisory Group to empower other founders with the critical financial backbone needed to successfully translate your SaaS finances. The company offers fractional accounting for startups, scalable financial processes and actionable reporting to support fundraising and attract investors.

Expert accounting for startups.
Make your metrics meaningful.

Meaningful financial metrics can move the needle from investor interest to funding. We have the fractional financial services and reporting resources you need to focus on what you do best – building products, hiring teams and scaling your business.

“The CPM team has helped us fill the gaps in our day-to-day financial needs. And they’re helping build a positive story for our investors.”
– Sam Caucci, CEO of 1Huddle

Accounting for Saas and startups,
from growing pains to growth experiences.

Growth can be painful. We help to make it rewarding. CPM Advisory Group is the complete finance solution for early-stage and venture capital-backed startups. Our fractional “finance department” delivers high-caliber accounting and reporting support that helps companies prepare for fundraising, manage runway, provide detailed forecasting, and accurately report performance to the management team, board, and investors.

Our Services

Investor Support

Financial Modeling

Accrual-Based Bookkeeping

Cap Table

M&A Support

Dashboarding

Payable, Receivables & Expense Reporting

Tax Preparation

Fundraising Support

BOD Meeting Prep

Audit Preparation

Finance Automation

Schedule a Call
“CPM makes reporting easy and meaningful. Our discussions with investors and the board have improved significantly.”
– Ted Gutierrez, CEO of SecurityGate

A smart financial and accounting investment in your startup’s present and future.

As entrepreneurs ourselves, we understand the need for ROI at every stage of growth. That’s why we created scalable services with a tiered pricing structure to match the specific needs of your business.
Tier 1

Get Organized

Starts at

$2,500

/ mo.

  • Monthly GAAP Close
  • Monthly financial reporting
  • CPM business intelligence dashboard
  • Implementation of finance automation
Tier 2

Get Funded

Starts at

$4,000

/ mo.

Tier 1 + the following
  • Financial forcasting & planning
  • Budget vs. actual analysis
  • Forecast model build & manage
  • SaaS metric development
Tier 3

The CFO Plan

Custom

Let’s Talk

Tier 2 + the following
  • Fractional CFO
  • BOD representation
  • Pitch deck review
  • Audit management
Additional Services
  • Operational Accounting (AP, AR, payroll, cap table maintenance)
  • Sales Tax Compliance (nexus study, state registration, ongoing compliance)
  • R&D Tax Credit (calculation, tax forms, integration with payroll provider)
  • Business Intelligence (incorporation of non-financial datasets into CPM dashboard)
Schedule a Call

How CPM Advisory Group factors into your business equation.

  • Fulfill your accounting needs with seamless, on-demand CPA and CFO fractional services
  • Build actionable metrics that attract investors and venture capital
  • Grow your business and reputation by making a strong case for financial viability
  • Build a stronger organization at a pace and with a strategy that’s right on time
  • Expand your capabilities with services that are a natural extension of your business
  • Focus on the future while making sure to take care of everything in the present