Ingenious CFO,
39300 Civic Center Drive, Suite 110,
Fremont, CA 94538
Phone :- 510-413-7046
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Start Up
Our Services
The Start-up
You are validating your business. Between asking questions like 'will this work', 'how can I manage growth' and 'when will I see profit', you are tasked with building financial models and setting up the books.
  • Financial Plan validating business model
  • Financial Statement preparation
  • Account reconciliations
  • Accounts Receivable
  • Accounts Payable
  • Daily/weekly transaction processing
  • Cash Management
  • Payroll processing

Created uniquely for Startups, INGENIOUS CFO is a fully customizable, affordable, technology-enabled bookkeeping solution that can handle all of these distracting tasks, so you can focus on taking your business to the next step.
The Emerging Company
Your customer base is expanding, and so is your staff. Revenues and costs are growing, creating a need for steady cash flow management.
  • Debt/Equity financing
  • Financial modeling & scenario planning
  • Budgets & forecasts
  • Dashboard & KPI reporting
  • Development of internal controls
  • Management/BOD Reporting
  • Bank/third-party reporting
  • Audit management
  • Contract review
  • Timely monthly close
  • Financial Analysis
The Growth Phase
You have a solid, strong balance sheet and are focused on expansion. Challenges now center on making sure internal systems are adequate to handle the progress you've established.
  • Capital Planning
  • Mergers & Acquisition Support
  • Accounting/ERP implementations
  • Operational Audit
  • Performance Analysis & Benchmarking
  • Financial due diligence
  • Compensation planning
  • Mentor/train key personnel
  • Insurance & risk management
The Established Company
You are a well-oiled machine with sizable revenues, management, customer base and productivity. Efficiency, scalability and risk mitigation are the focus. The company is established geographically, and you are focused on expansion, control and compensation.
  • Financial Process Improvement
  • Post-merger Integration
  • Performance Management
  • Analyze & justify use of GAAP
  • Review & documentation
  • Financial analysis
  • Vendor audits
  • Revenue accounting
  • Account reconciliations
Wherever your business is on The PATH, INGENIOUS CFO provides access to a high level CFO, and experienced financial and accounting team members. Flexible, strategic, trusted and dependable, we see our clients as partners and friends, not projects. We meet you where you are on The PATH and guide you forward as you build a solid foundation for growth.