Trusted by
The Outsourced CFO for Scaling Startups & Agencies
From financial reporting to strategic advisory,
I’ve got you covered.
The Outsourced CFO for Scaling Startups & Agencies
From financial reporting to strategic advisory,
I’ve got you covered.
On Demand Metrics & Strategy
Clear Financials
Get reporting you and your team can easily understand. You’ll love getting your monthly pitch decks on how you’re performing.
Instant Capital Network
Access the best relationships for funding your growth. You’ll get access to our network of capital providers so you aren’t limited by any one investor or lender.
Lean FinOps
We’ll build a rockstar team of finance & accounting pros that deliver your financials in 10 business days or less.
Tailored Strategy
Launching a product. Buying a business. Or just pivoting onto something better. No matter what, you’ll have an advisor guiding you at every step.
Not Just "Doing Your Financials", But an Advisor to Your Company
Insightful approach coupled with empathetic listening.
Motivator & confidence builder.
Full of energy. No coffee required.
Turns finance from being dull to fun & exciting.
Not Just "Doing Your Financials", But an Advisor to Your Company
- Insightful approach coupled with empathetic listening.
- Motivator & confidence builder.
- Full of energy. No coffee required.
- Turns finance from being dull to fun & exciting.
Frequently AskedQuestions
A CFO is an executive partner to the CEO. They advise on issues like:
- What steps do we need to take to gain 5 points on profit margin?
- How much can the company afford to grow?
- What acquisition targets are financially sound and complement our strategy?
- Based on current state, what does our financial profile look like 1,3,5 years from now?
- How can we double the size of the company?
- Are we overpricing our services or are we just inefficient in delivery?
As a CEO, you’ll know when growing pains begin to impede your operations (a lot of frustration) that it’s time to hire a CFO.
It’s also based on whether you’re a product-led (SaaS) vs. service-based (Consulting/Agency). A good rule of thumb is when you’re over $1.0M in revenue, then it would be beneficial to onboard a CFO on a part-time basis. Once at $20M+ and your accounting function has been built out, you should consider hiring a CFO full time.
Traditional CFOs are accountants (CPA) by trade but that model has been disrupted since the demand for operations-focused CFOs has grown.
If you’d prefer to have an accounting-focused CFO with the sole objective of clean books, an efficient monthly close, and 150% dedication to implement every subjective detail of accounting law, then go with a CPA. However, if you want to 2x the size of your business, you’ll be better off with someone who has a background in investment banking, private equity, consulting, or corporate finance.
The trade offs between the two is having a compliance mindset vs. growth.
For more information on this topic, see this Forbes article: The Strategic CFO
What Others Are Saying
James' experience makes him a valuable team member in addressing challenging topics from a financial perspective and allows business owners to make informed decisions about their company.
James has a passion for helping organizations transform by helping to identify opportunities for cost reduction that can be reinvested for growing and scaling the business. He worked diligently on a vendor contract to reduce the cost and ultimately saved the company $3-5M.
James helped me find the niche I needed to be focused on and make smart buying decisions. I highly recommend working with James on ANY LEVEL. He's very smart and will add value wherever he is.
$ 0 B
Revenue Managed
$ 1 M
Closed M&A Deals
$ 1 M+
Cashflow Created
What You Get
You know when you go to the doctor and discuss medical history before any treatment? Well, we price in a similar way. We discuss your investment with us after we’ve evaluated your needs. The below outlines the different scope of services our clients ask for.
(1) Rate-based: $200/hr..
How It Works
Schedule a Strategy Session. We’ll discuss your current financial performance, map your goals for the next 12 months, then agree on the next steps to get there.
Kickoff Your New Journey. After our strategy session, I’ll layout key disciplines for your team and I so that we start marching towards your goals. Typically, we start seeing results in 4-6 weeks depending on the business model.
10X Partnership. As we get into a rhythm, you’ll feel like a big weight has been lifted off your shoulders. You’ll hit/exceed the goals we’ve set out. As your business grows, I’ll warn you of any headwinds or opportunities.
How It Works
Schedule a Strategy Session. We’ll discuss your current financial performance, map your goals for the next 12 months, then agree on the next steps to get there.
Kickoff Your New Journey. After our strategy session, I’ll layout key financial disciplines for your team and I so that we start marching towards your goals. Typically, we start seeing results in 4-6 weeks depending on the business model.
10X Partnership. As we get into a rhythm, you’ll feel like a big weight has been lifted off your shoulders. You’ll hit/exceed the goals we’ve set out to accomplish. As your business grows, I’ll warn you of any headwinds or opportunities.
Want Expert Advice Straight to Your Inbox?
Get the weekly newsletter that demystifies financial management for your startup. Learn how to self-fund your growth, scale profitably, and buy your competitors.
Want Expert Advice Straight to Your Inbox?
Get the FREE weekly email that demystifies financial management for your startup. Learn how to self-fund your growth, scale profitably, and buy your competitors.
About James Jimenez
Most accountants CFOs say: “To financially succeed, all you need to do is fix your profitability, cashflow, revenue, etc.”
If only it was as easy as stating the obvious.
That’s where I come in.
I show you the exact strategies and techniques you need to get higher profitability, cashflow, and revenue. No fluff or “high-level” reviews. Just insanely actionable advice that works.
