Fractional CFO · Accounting · Analytics

Financial leadership with the analytics to back it.

We're founders too. Greenleaf gives startups and growing companies a fractional CFO, a clean accounting function, and decision-grade analytics, all in one team. We don't just close the books. We tell you what the numbers mean and what to do next.

Trusted by founders from pre-launch to $300M in revenue.

The problems we solve

The questions that keep you up at night.

These are what our clients bring us. If any sound familiar, we should talk.

Finance
How do I model three scenarios for next year when I can barely close the books on this one?
Analytics
We have data everywhere but no one can tell me which channels are actually profitable.
Accounting
We've outgrown our bookkeeper but we're not ready for a full-time controller. What do we do?
Operations
How do we optimize inventory when demand keeps shifting and we can't afford a stock-out?
How we partner

We don't just advise. We build with you.

We augment the financial, analytical, and strategic capacity of your team. We lead projects, we execute, and we take responsibility for delivering. We view ourselves as members of your team.

01

Constant communication

Weekly catch-ups are essential. We send analyses and insights the moment they're ready, not when the next meeting rolls around.

02

Always on

24/7, 365. Your finance team doesn't clock out when it matters most. The night before a board meeting, we pick up the phone.

03

20,000 lines of code

Our proprietary codebase powers analyses most firms can't touch, sophisticated tools that help your team decide, no data scientist required.

What we do

Three practices, one integrated team.

Finance, accounting, and analytics aren't separate problems. They're connected. One team handling all three means the complete picture, not three consultants who never talk.

Finance

Strategic clarity for every financial decision: models, forecasts, and the call in between.

  • Three-statement financial models
  • Scenario planning and sensitivities
  • Margin analysis by product, channel, customer
  • Fundraise prep and investor materials
  • Debt and equity capital strategy
  • Vendor and supplier negotiation support

Accounting

A scalable foundation that grows with you: clean books, reliable close, reporting you trust.

  • Monthly and quarterly close management
  • Reporting infrastructure and chart of accounts
  • Accounts payable and receivable oversight
  • Corporate structure optimization
  • R&D tax credit identification
  • Tax prep support with licensed CPAs

Analytics

Raw data turned into decisions, connected, cleaned, and modeled with real method.

  • Customer acquisition cost and lifetime value
  • Cohort analysis and retention tracking
  • Inventory optimization by SKU
  • Marketing performance and attribution
  • Channel performance analysis
  • Pricing strategy development
Explore our services
Why Greenleaf

Anyone can close the books. We tell you what they mean.

Most fractional-CFO firms are accounting shops with a senior title attached. They keep you compliant. They can't always model a fundraise, run a real sensitivity analysis, or defend a forecast to a skeptical investor, because that's a different discipline.

Our team comes from quantitative finance, M&A valuation, and academic statistics, so the forecast, the scenario, and the model hold up under a board's questions.
  • Assumptions stated in the open, so you can interrogate every number.
  • One team records, reports, and models, with no handoff gaps.
  • Decision-grade, not just compliant: analysis that changes what you do.
  • Built by a team grounded in PhD-level statistics and M&A valuation experience.
How we work

Fast to spin up. Always available. Built to replace an FTE.

6 days
Spin-up time
From kickoff to your first real reporting.
24/7
Always on
Your finance team picks up when it matters.
~25%
Of an FTE cost
A full team for a fraction of a single hire.
Free tool

How healthy are your unit economics?

A two-minute read on your LTV:CAC, payback, and contribution margin, measured against the benchmarks operators and investors actually use.

Industries

We adapt to your business model, not just your industry.

CPG and retail, hospitality, technology, professional services, and beyond, from pre-launch to established.

CPG & Retail
Amazon says we're profitable. Shopify says we're profitable. Are we?
Hospitality
My prime cost feels high but I can't tell you where the leak is.
Technology
I tell investors 18 months of runway. My model says 14. Who's right?
Professional Services
We billed $4M last quarter. I can't tell you where the $400K gap went.
What clients say

The partner you can count on.

★★★★★
"We were drowning in spreadsheets and guessing at our margins. Within the first month, Greenleaf gave us a clear picture of exactly where we were making and losing money."
Founder & CEO · DTC consumer brand, $12M revenue
★★★★★
"They saved my VP of Operations about 10 hours a week and caught a pricing error costing us $40K a quarter. They paid for themselves before the first invoice came due."
CEO · Multi-unit hospitality group
★★★★★
"I used to dread board meetings. Now I walk in with a model I actually trust and a team that can answer any question my investors throw at me."
Co-Founder · Series A SaaS company
★★★★★
"What surprised me most is that they actually care. Weekly calls, insights at 11pm, a message the moment they spot something off. Like a co-founder who happens to be a CFO."
Founder · CPG startup, pre-Series A
Common questions

Everything you need before we talk.

A fractional CFO is a part-time, flexible Chief Financial Officer who provides senior financial leadership without the cost of a full-time executive: strategic planning, budgeting, cash-flow management, and reporting tailored to your stage, so you make informed decisions and grow efficiently.

We move fast. Week one: access to your systems, meet your team, learn how the business actually runs. Week two: into the numbers, identifying gaps and building the foundational models. By month-end you have a clear picture of your financial health, a working model, and a team that already feels like your own. We spin up in about 6 days, with no long onboarding decks.

Most shops hand you a senior advisor who shows up for a weekly call and delegates the real work to junior staff. Not us. Our team comes from quantitative finance, valuation, FP&A, and statistics, and we build the actual tools, models, and systems to execute. Our proprietary codebase runs 20,000+ lines because the best insight comes from getting deep into the data, not outsourcing it to a dashboard and hoping.

For startups we focus on cash-flow management, fundraising support, and scalable financial processes. For established companies we concentrate on optimization and strategic growth. The approach adapts to your stage to deliver maximum impact.

Let's talk

Let's build financial momentum together.

Book a free call. We'll talk about where you are, where you want to go, and whether Greenleaf is the right fit. No pitch decks, no pressure, just a real conversation between founders.

Book a free strategy call