CFO. FP&A. Accounting.

Specialists in Healthcare, Venture-Backed, and PE-Backed companies.

Flexible by Design.

Most growth-stage companies need serious financial leadership long before they can afford it full-time. That’s exactly what Roots CFO was built for.

THE FINANCE GAP

Your company outgrows bookkeeping before it’s ready for a full finance team.

Growth teams need clean numbers, credible forecasts, board-ready reporting, and a finance partner who can translate strategy into operating decisions, all without adding unnecessary overhead.

Forecasts change faster than the model can keep up.

‍Board decks and investor requests become fire drills.

Accounting, reporting, and planning live in separate worlds.

25+ Years. Every Stage. Every Challenge.

We've seen companies grow, struggle, restructure, and come out stronger on the other side. Our team provides flexible leadership, operating discipline, and reporting your stakeholders can trust.

BUILT FOR THE PACE OF VENTURE AND PE

$175M+

Capital Raised

Growth Focus

Supporting Rapid Scale

Tech Forward

Modern finance and accounting stack

Full Lifecycle

Seed to Exit

SERVICES

A finance function that flexes with your stage.

Roots CFO combines embedded, ongoing finance leadership with targeted support for the moments that matter most.

Ongoing Support

A right-sized finance bench for recurring leadership, planning, accounting oversight, and reporting.

  • Fractional CFO leadership

  • FP&A, forecasting, and KPI operating rhythm

  • Accounting oversight, monthly close, and reporting

Specialized & Project Based

Focused support for inflection points, diligence windows, fundraises, new systems, or finance cleanup.

  • Strategic Modeling

  • Fundraise Support

  • Transaction Support

  • Portfolio Health Assessment

  • Restructuring and Transformation

  • ERP and Systems Implementation

WHO WE SERVE

Finance support for teams with real momentum.

Growth-Stage and VC-Backed

Seed through Series C companies building their finance function for the first time or need sharper forecasts, reporting, and a finance partner before hiring a full-time CFO.

PE-Backed Companies

For portfolio companies needing reporting discipline, close improvements, operating visibility, and finance leadership.

Restructuring & Transformation

Companies navigating complexity, change, or a critical inflection point.

Build the Finance Function Your Next Stage Requires.

Whether you need a strategic CFO partner, a full finance function, or just help getting your house in order, we scope to exactly what you need.