At airCFO, we’ve drawn on our experience partnering with 300+ clients over the last 10 years to develop services & tools that help founders succeed all the way from idea to exit.
We Scale with you As You Grow
airCFO's pricing is determined based on two factors: stage and scope. At each stage, we offer founders the services they need to build a rock-solid foundation and maintain a top-notch back office that moves them forward in their startup journey.
We also offer a variety of add-on services that add significant value in specific situations.
Your scope of work will be custom-tailored to fit your unique needs and will evolve continuously as your startup does.
With airCFO, your service scope & pricing are customized based on your startup's stage. We provide the exact level of support you need at each step of your startup journey, and our involvement grows as your startup does.
All clients receive regular systems/workflow diagnostics & a dedicated Client Success Manager to ensure we’re proactively leveling up your back office to keep pace with growth.
Select your current stage below to see how airCFO helps founders like you succeed.
CORE PACKAGE SUMMARY
With airCFO Launchpad, get started on the right financial foot and position your startup for long-term growth - all without needing to worry about back office logistics.
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*Additional support billed hourly
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Launchpad clients can consult with a Finance expert for hourly support with one-off projects.
Recurring services are available to clients in our Launch tier & beyond.
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*Additional support billed hourly
CORE PACKAGE SUMMARY
airCFO’s Launch services help you lay a solid foundation across back office functions so you can focus on building your business.
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CORE PACKAGE SUMMARY
airCFO's Iterate services provide you with the support you need to maintain a reliable, transparent back office so the rest of the company can focus on getting to product-market fit.
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CORE PACKAGE SUMMARY
Let us build your back office to scale with robust processes, controls and tools that bridge the gap to an expensive, full-service ERP.
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We know that every startup has its own unique needs, so we've designed a set of add-on services that help our clients meet specific challenges.
Invoicing Support
Multi-Entity Consolidation
Grant Accounting
Inventory Management
Tracking and valuing inventory is critical to preventing shortages, theft, and overstock. It's also important for accurate and meaningful financial statements.
Services provided within this offering include:
- Inventory and cost of goods sold process management and synchronization
- Document tracking and organization
- Basic monthly COGS reporting (Included in ME package Income Statement)
- Consultation to determine a landed COGS cost for each product (Finance?)
- Truing up balance sheet accounts based on actual inventory valuations
Not having a clearly documented back office workflow creates ambiguity and an inability to identify process risk areas. AirCFO's Policy & Workflow Documentation provides a comprehensive guide of who is doing what, when, in regards to your back office operations.
While this service requires an upfront time commitment to deep dive into each workflow, the result is a robust guide that removes ambiguity and helps your back office run like a well oiled machine. This guide is great for training new employees or bringing work in house as you grow.
R&D Tax Credits
The government offers an annual benefit of up to $250K to tech companies based on their R&D expenditures. Make sure you're getting the full benefit you're due with help from airCFO!
Other Tax Return Add-Ons
No matter how unique your tax situation may be, the airCFO team can help. The following services can be added to any of our core tax packages:
- Extra States: $750
- Extra Cities: $525
- Specialized domestic forms (eg. 4797, 3800, 6765, etc.): $420
- Federal Form 1120 Only: $1,600
- International Forms: $1,100 for 5471/5472 & 8858, $370 for FBAR
Revenue Operations
At any B2B startup, it is critical to keep Sales and Finance on the same page. AirCFO’s Revenue Operations offering gives management visibility into the composition of the sales pipeline and helps avoid surprises. We can also help create a seamless invoice-to-collect process, shortening the cash collection cycle and improving your cash burn.
Services provided within this offering include:
- CRM setup & report creation in collaboration with company’s Sales/Growth lead
- Pipeline Reporting by Stage
- Pipeline forecasting & forecast vs. target analysis
- Invoice-to-collect process management
- Quota / Commission Tracking
Procurement & Vendor Management
The average startup works with over a hundred vendors; as your company grows, it becomes painful trying to keep a handle on all those expenses. AirCFO’s vendor analysis service gives you peace of mind that your vendor relationships are managed skillfully and you’re using the best solutions for your specific situation.
This service offering includes:
- Giving client a better understanding of the vendors that make up each expense bucket & keeping those categorizations accurate
- Eliminating redundant / unnecessary spend to save clients $
- Helping manage new vendor procurement process
- Tracking upcoming renewals & manage negotiations
Advanced Metric Tracking
A strong metric tracking function can help you tease out the signal in your noisy data, as well as communicate that signal to employees & stakeholders. AirCFO helps startups hone in on the metrics that matter, set up a system for collecting the raw data, and monitor performance over time. Whether you need a high-level metric scorecard for monitoring a range of metrics or a deep-dive tool for drilling down into one specific metric, airCFO can help you get a better handle on your company data.
AirCFO’s services within this package include:
- Architect systems & workflows for capturing, storing & analyzing performance data
- Setup & maintain High-Level Metric Tracking Scorecard in month-end Package
- Deep-Dive Tools for tracking key metrics (ex. NRR)
Board & Investor Relations
A strong investor relations process gives key stakeholders transparency into company performance and helps build trust between executives and investors. AirCFO’s Board & Investor Relations service helps you put your best foot forward with investors and ensures that your quarterly Board meetings run smoothly & effectively.
Services provided include:
- Board meeting preparation with executive team: analyzing performance, building narrative, constructing materials
- Expedited month-end close ahead of Board meeting
- Participation in and support during Board meetings in order to explain financial narrative to investors
- Diligence and ad-hoc analysis as requested by board members
- Buildout & delivery of monthly Investor Update
Transaction Advisory
AirCFO’s experienced finance professionals provide independent advice on debt and equity financing transactions, leveraging deep knowledge of the startup finance landscape and strategic conversations had around the state of your business.
This includes:
- Pre-funding preparation: milestone-driven financial modeling, valuation analysis, mapping investor landscape
- Roadshow: pitch deck development, due diligence support, roadshow progress dashboard
- Execution and follow-up: negotiation support, term sheet evaluations, pro-forma capitalization table analysis
Audit/Due Diligence Support
Audits & due diligence are stressful and time sensitive. AirCFO provides a team of experts to interface with auditors or investors and ensure that your company passes with flying colors.
Services provided within this offering include:
- Compiling or creating ad hoc reports
- Liaising with your auditor or investor directly (calls, emails, etc.)
- Expedited turn around time on requests
Cap Table Management
Maintaining an accurate cap table can prevent countless headaches and save you thousands in legal fees. AirCFO can help make sure your records in Carta remain accurate as your cap table chang