Your Finance Team,
From Day One to $50M
Investor-ready books. A CFO in your corner.
No cost. No commitment.RevenueGross profitEBITDA
Annual run-rate$43M
ActualBudget
MRR$3.56M
YoY growth+42%
P&L · MayAccrual · GAAP · by AdaptCFO
Closed Day 8Line itemActualBudgetVar
Revenue$3.56M$3.31M+7.5%
Cost of revenue$1.35M$1.32M-2.1%
Gross profit$2.21M$1.99M+11.1%
OpEx$2.43M$2.39M-1.6%
EBITDA−$0.22M−$0.40M+45.2%
Ready to send to investors
Unit economicsHealthy ≥ 3x
4.0xLTV : CAC
CAC$13.0K↓ blended
LTV$52K↑ 24-mo
Payback12 mo↓ faster
Accounts receivableDSO 39 days
$3.77Moutstanding
Current 76%1–30d 16%60d+ 8%
Cash runwayLive
23months
Cash in bank$5.04M13-wk forecast
Net burn / mo$222K↓ 498K vs Jan
06 mo12 mo18 mo24 mo30 mo
Monthly net burn, last 12 months$K
Burn cut by $50K/month+6 mo
Gross margin up 9 pts+4 mo
13-week cash forecast live+3 mo
Books closed · Day 8September close · AdaptCFO · just now
Why AdaptCFO
Every Stage of Growth, Covered
We help companies grow faster with technology and Big 4 expertise, solving the problems founders hit at each stage before they slow you down.
Day one
Receipts, spreadsheets and books months behindClean books, closed in 10 days
First $1M
Guessing how much runway you really haveA cash forecast you can plan around
Raising capital
Investors asking for numbers you can’t findInvestor-ready reports, before they ask
Scaling to $10M
Needing a CFO before you can afford oneSenior CFO guidance for up to 85% less
$50M and beyond
Outgrowing your finance team every yearOne partner from day one to $50M
Our services
Build a Strong Financial Foundation
One team from your first books to the boardroom. You move up only when your business needs it.
BookkeepingBooks closed in 10 business days, not 45.
Learn more- Accrual-basis books, the standard investors and auditors expect
- GAAP-compliant, with every entry double-checked
- Done in the QuickBooks or Xero you already use
ControllerTake control of your runway before investors ask.
Learn more- Budgets and forecasts you can actually rely on
- Internal controls and tax compliance handled
- Investor-ready reporting, every month
From $1,500/mo
Fractional CFOBig 4 strategy without the full-time salary.
Learn more- Fundraising support and investor-ready financials
- FP&A and KPI reporting to guide big decisions
- Save up to 85% of your annual finance costs
Advisory & MentorshipYou don’t have to make the big calls alone.
Learn more- A 1:1 partnership with an experienced CFO advisor
- Financial know-how built for startup CEOs
- Guidance from day one, as your business grows
Client results
Numbers Our Clients Take to the Board
$3Bin revenueWe helped PrizePicks grow to $3B in revenue, now valued at $4.6B.
75%year-over-year growthWe helped Futurus grow ARR from $950K to $1.7M.
$50Kmonthly burn savedClean financials gave a cannabis company clarity in a complex market.
“Working with AdaptCFO, we’ve seen revenue improve by almost 7000% and working capital by over 900% in less than two years. Even during the peak of the pandemic when our main source of revenue [sports] was shut down, Eric and his team helped our business survive, allowing us to stay in business, keep our vendors happy, and rehire our employees.”
Adam WexlerCEO & Founder at PrizePicks
“Since we started working with AdaptCFO, I have been able to focus on the bigger picture and growing my business. It’s fantastic to get a highly qualified part-time CFO for my company’s needs, but not overspend on a full-time executive. I would highly recommend Eric to help any fast-paced company plan for their financial stability and future growth.”
Annie EatonFounder & CEO at Futurus
“Working with Adapt CFO has allowed me to build a team of experts that I can trust to deliver powerful advice that helps me to accomplish important objectives like fundraising, revenue growth, and reducing cost. I would highly recommend their service to anyone looking to take their business to the next level!”
Rennie CurranSpeaker, Author, CEO of Game Changer Coaching, ex NFL & UGA player
“Enjoyed working with Eric at Insightpool. Really helped us pull together our financial processes and deliverables in a fast-paced environment. His capability in SaaS-based accounting areas (ex. deferred revenue scheduling) was particularly important for maintaining the integrity of our books as we progressed.”
Chris HackneyPresident & COO, Insightpool (acquired by TrendKite)
“It’s important to have the right team in place to manage your finances. If you are looking to start a new business or need to make a bookkeeper change, consider our partner AdaptCFO. Aside from prompt support, their fees are reasonable and they are always willing to go the extra mile to ensure our business is running smoothly and efficiently!”
Cactus WillVarnish and Vine
“Eric has a great grasp of windows applications and analytical tools, and a strong commitment to company needs. He has strong accountability, ethical values and a desire to pursue the story behind the numbers.”
Tim HortonCFO
“There is no task that is too big for Eric. He welcomes all challenges with confidence and a detailed plan of action. He follows up with flawless deliverables where no detail overlooked. It was a pleasure working for Eric and I would welcome an opportunity to work with him in the future.”
Zack EllerFinancial Analyst
The podcast
Growth Under Pressure
Founders who scaled fast share what it really took. Hosted by Eric Josovitz, founder of AdaptCFO.
Episode 4From NFL Linebacker to Leadership Coachwith Rennie Curran, ex NFL & UGA player
All episodes →
Get Your Free Financial Growth Plan
In 30 minutes, a CFO shows you how to protect your cash, lift your margins and grow with confidence.
“Working with AdaptCFO, we’ve seen revenue improve by almost 7000% and working capital by over 900% in less than two years. Even during the peak of the pandemic when our main source of revenue [sports] was shut down, Eric and his team helped our business survive, allowing us to stay in business, keep our vendors happy, and rehire our employees.”
Adam WexlerCEO & Founder at PrizePicks
“Since we started working with AdaptCFO, I have been able to focus on the bigger picture and growing my business. It’s fantastic to get a highly qualified part-time CFO for my company’s needs, but not overspend on a full-time executive. I would highly recommend Eric to help any fast-paced company plan for their financial stability and future growth.”
Annie EatonFounder & CEO at Futurus
“Working with Adapt CFO has allowed me to build a team of experts that I can trust to deliver powerful advice that helps me to accomplish important objectives like fundraising, revenue growth, and reducing cost. I would highly recommend their service to anyone looking to take their business to the next level!”
Rennie CurranSpeaker, Author, CEO of Game Changer Coaching, ex NFL & UGA player
“Enjoyed working with Eric at Insightpool. Really helped us pull together our financial processes and deliverables in a fast-paced environment. His capability in SaaS-based accounting areas (ex. deferred revenue scheduling) was particularly important for maintaining the integrity of our books as we progressed.”
Chris HackneyPresident & COO, Insightpool (acquired by TrendKite)
“It’s important to have the right team in place to manage your finances. If you are looking to start a new business or need to make a bookkeeper change, consider our partner AdaptCFO. Aside from prompt support, their fees are reasonable and they are always willing to go the extra mile to ensure our business is running smoothly and efficiently!”
Cactus WillVarnish and Vine
“Eric has a great grasp of windows applications and analytical tools, and a strong commitment to company needs. He has strong accountability, ethical values and a desire to pursue the story behind the numbers.”
Tim HortonCFO
“There is no task that is too big for Eric. He welcomes all challenges with confidence and a detailed plan of action. He follows up with flawless deliverables where no detail overlooked. It was a pleasure working for Eric and I would welcome an opportunity to work with him in the future.”
Zack EllerFinancial Analyst
“Working with AdaptCFO, we’ve seen revenue improve by almost 7000% and working capital by over 900% in less than two years. Even during the peak of the pandemic when our main source of revenue [sports] was shut down, Eric and his team helped our business survive, allowing us to stay in business, keep our vendors happy, and rehire our employees.”
Adam WexlerCEO & Founder at PrizePicks
“Since we started working with AdaptCFO, I have been able to focus on the bigger picture and growing my business. It’s fantastic to get a highly qualified part-time CFO for my company’s needs, but not overspend on a full-time executive. I would highly recommend Eric to help any fast-paced company plan for their financial stability and future growth.”
Annie EatonFounder & CEO at Futurus
“Working with Adapt CFO has allowed me to build a team of experts that I can trust to deliver powerful advice that helps me to accomplish important objectives like fundraising, revenue growth, and reducing cost. I would highly recommend their service to anyone looking to take their business to the next level!”
Rennie CurranSpeaker, Author, CEO of Game Changer Coaching, ex NFL & UGA player
“Enjoyed working with Eric at Insightpool. Really helped us pull together our financial processes and deliverables in a fast-paced environment. His capability in SaaS-based accounting areas (ex. deferred revenue scheduling) was particularly important for maintaining the integrity of our books as we progressed.”
Chris HackneyPresident & COO, Insightpool (acquired by TrendKite)
“It’s important to have the right team in place to manage your finances. If you are looking to start a new business or need to make a bookkeeper change, consider our partner AdaptCFO. Aside from prompt support, their fees are reasonable and they are always willing to go the extra mile to ensure our business is running smoothly and efficiently!”
Cactus WillVarnish and Vine
“Eric has a great grasp of windows applications and analytical tools, and a strong commitment to company needs. He has strong accountability, ethical values and a desire to pursue the story behind the numbers.”
Tim HortonCFO
“There is no task that is too big for Eric. He welcomes all challenges with confidence and a detailed plan of action. He follows up with flawless deliverables where no detail overlooked. It was a pleasure working for Eric and I would welcome an opportunity to work with him in the future.”
Zack EllerFinancial Analyst
“Working with AdaptCFO, we’ve seen revenue improve by almost 7000% and working capital by over 900% in less than two years. Even during the peak of the pandemic when our main source of revenue [sports] was shut down, Eric and his team helped our business survive, allowing us to stay in business, keep our vendors happy, and rehire our employees.”
Adam WexlerCEO & Founder at PrizePicks
“Since we started working with AdaptCFO, I have been able to focus on the bigger picture and growing my business. It’s fantastic to get a highly qualified part-time CFO for my company’s needs, but not overspend on a full-time executive. I would highly recommend Eric to help any fast-paced company plan for their financial stability and future growth.”
Annie EatonFounder & CEO at Futurus
“Working with Adapt CFO has allowed me to build a team of experts that I can trust to deliver powerful advice that helps me to accomplish important objectives like fundraising, revenue growth, and reducing cost. I would highly recommend their service to anyone looking to take their business to the next level!”
Rennie CurranSpeaker, Author, CEO of Game Changer Coaching, ex NFL & UGA player
“Enjoyed working with Eric at Insightpool. Really helped us pull together our financial processes and deliverables in a fast-paced environment. His capability in SaaS-based accounting areas (ex. deferred revenue scheduling) was particularly important for maintaining the integrity of our books as we progressed.”
Chris HackneyPresident & COO, Insightpool (acquired by TrendKite)
“It’s important to have the right team in place to manage your finances. If you are looking to start a new business or need to make a bookkeeper change, consider our partner AdaptCFO. Aside from prompt support, their fees are reasonable and they are always willing to go the extra mile to ensure our business is running smoothly and efficiently!”
Cactus WillVarnish and Vine
“Eric has a great grasp of windows applications and analytical tools, and a strong commitment to company needs. He has strong accountability, ethical values and a desire to pursue the story behind the numbers.”
Tim HortonCFO
“There is no task that is too big for Eric. He welcomes all challenges with confidence and a detailed plan of action. He follows up with flawless deliverables where no detail overlooked. It was a pleasure working for Eric and I would welcome an opportunity to work with him in the future.”
Zack EllerFinancial Analyst
“Working with AdaptCFO, we’ve seen revenue improve by almost 7000% and working capital by over 900% in less than two years. Even during the peak of the pandemic when our main source of revenue [sports] was shut down, Eric and his team helped our business survive, allowing us to stay in business, keep our vendors happy, and rehire our employees.”
Adam WexlerCEO & Founder at PrizePicks
“Since we started working with AdaptCFO, I have been able to focus on the bigger picture and growing my business. It’s fantastic to get a highly qualified part-time CFO for my company’s needs, but not overspend on a full-time executive. I would highly recommend Eric to help any fast-paced company plan for their financial stability and future growth.”
Annie EatonFounder & CEO at Futurus
“Working with Adapt CFO has allowed me to build a team of experts that I can trust to deliver powerful advice that helps me to accomplish important objectives like fundraising, revenue growth, and reducing cost. I would highly recommend their service to anyone looking to take their business to the next level!”
Rennie CurranSpeaker, Author, CEO of Game Changer Coaching, ex NFL & UGA player
“Enjoyed working with Eric at Insightpool. Really helped us pull together our financial processes and deliverables in a fast-paced environment. His capability in SaaS-based accounting areas (ex. deferred revenue scheduling) was particularly important for maintaining the integrity of our books as we progressed.”
Chris HackneyPresident & COO, Insightpool (acquired by TrendKite)
“It’s important to have the right team in place to manage your finances. If you are looking to start a new business or need to make a bookkeeper change, consider our partner AdaptCFO. Aside from prompt support, their fees are reasonable and they are always willing to go the extra mile to ensure our business is running smoothly and efficiently!”
Cactus WillVarnish and Vine
“Eric has a great grasp of windows applications and analytical tools, and a strong commitment to company needs. He has strong accountability, ethical values and a desire to pursue the story behind the numbers.”
Tim HortonCFO
“There is no task that is too big for Eric. He welcomes all challenges with confidence and a detailed plan of action. He follows up with flawless deliverables where no detail overlooked. It was a pleasure working for Eric and I would welcome an opportunity to work with him in the future.”
Zack EllerFinancial Analyst
“Working with AdaptCFO, we’ve seen revenue improve by almost 7000% and working capital by over 900% in less than two years. Even during the peak of the pandemic when our main source of revenue [sports] was shut down, Eric and his team helped our business survive, allowing us to stay in business, keep our vendors happy, and rehire our employees.”
Adam WexlerCEO & Founder at PrizePicks
“Since we started working with AdaptCFO, I have been able to focus on the bigger picture and growing my business. It’s fantastic to get a highly qualified part-time CFO for my company’s needs, but not overspend on a full-time executive. I would highly recommend Eric to help any fast-paced company plan for their financial stability and future growth.”
Annie EatonFounder & CEO at Futurus
“Working with Adapt CFO has allowed me to build a team of experts that I can trust to deliver powerful advice that helps me to accomplish important objectives like fundraising, revenue growth, and reducing cost. I would highly recommend their service to anyone looking to take their business to the next level!”
Rennie CurranSpeaker, Author, CEO of Game Changer Coaching, ex NFL & UGA player
“Enjoyed working with Eric at Insightpool. Really helped us pull together our financial processes and deliverables in a fast-paced environment. His capability in SaaS-based accounting areas (ex. deferred revenue scheduling) was particularly important for maintaining the integrity of our books as we progressed.”
Chris HackneyPresident & COO, Insightpool (acquired by TrendKite)
“It’s important to have the right team in place to manage your finances. If you are looking to start a new business or need to make a bookkeeper change, consider our partner AdaptCFO. Aside from prompt support, their fees are reasonable and they are always willing to go the extra mile to ensure our business is running smoothly and efficiently!”
Cactus WillVarnish and Vine
“Eric has a great grasp of windows applications and analytical tools, and a strong commitment to company needs. He has strong accountability, ethical values and a desire to pursue the story behind the numbers.”
Tim HortonCFO
“There is no task that is too big for Eric. He welcomes all challenges with confidence and a detailed plan of action. He follows up with flawless deliverables where no detail overlooked. It was a pleasure working for Eric and I would welcome an opportunity to work with him in the future.”
Zack EllerFinancial Analyst
“Working with AdaptCFO, we’ve seen revenue improve by almost 7000% and working capital by over 900% in less than two years. Even during the peak of the pandemic when our main source of revenue [sports] was shut down, Eric and his team helped our business survive, allowing us to stay in business, keep our vendors happy, and rehire our employees.”
Adam WexlerCEO & Founder at PrizePicks
“Since we started working with AdaptCFO, I have been able to focus on the bigger picture and growing my business. It’s fantastic to get a highly qualified part-time CFO for my company’s needs, but not overspend on a full-time executive. I would highly recommend Eric to help any fast-paced company plan for their financial stability and future growth.”
Annie EatonFounder & CEO at Futurus
“Working with Adapt CFO has allowed me to build a team of experts that I can trust to deliver powerful advice that helps me to accomplish important objectives like fundraising, revenue growth, and reducing cost. I would highly recommend their service to anyone looking to take their business to the next level!”
Rennie CurranSpeaker, Author, CEO of Game Changer Coaching, ex NFL & UGA player
“Enjoyed working with Eric at Insightpool. Really helped us pull together our financial processes and deliverables in a fast-paced environment. His capability in SaaS-based accounting areas (ex. deferred revenue scheduling) was particularly important for maintaining the integrity of our books as we progressed.”
Chris HackneyPresident & COO, Insightpool (acquired by TrendKite)
“It’s important to have the right team in place to manage your finances. If you are looking to start a new business or need to make a bookkeeper change, consider our partner AdaptCFO. Aside from prompt support, their fees are reasonable and they are always willing to go the extra mile to ensure our business is running smoothly and efficiently!”
Cactus WillVarnish and Vine
“Eric has a great grasp of windows applications and analytical tools, and a strong commitment to company needs. He has strong accountability, ethical values and a desire to pursue the story behind the numbers.”
Tim HortonCFO
“There is no task that is too big for Eric. He welcomes all challenges with confidence and a detailed plan of action. He follows up with flawless deliverables where no detail overlooked. It was a pleasure working for Eric and I would welcome an opportunity to work with him in the future.”
Zack EllerFinancial Analyst
“Working with AdaptCFO, we’ve seen revenue improve by almost 7000% and working capital by over 900% in less than two years. Even during the peak of the pandemic when our main source of revenue [sports] was shut down, Eric and his team helped our business survive, allowing us to stay in business, keep our vendors happy, and rehire our employees.”
Adam WexlerCEO & Founder at PrizePicks
“Since we started working with AdaptCFO, I have been able to focus on the bigger picture and growing my business. It’s fantastic to get a highly qualified part-time CFO for my company’s needs, but not overspend on a full-time executive. I would highly recommend Eric to help any fast-paced company plan for their financial stability and future growth.”
Annie EatonFounder & CEO at Futurus
“Working with Adapt CFO has allowed me to build a team of experts that I can trust to deliver powerful advice that helps me to accomplish important objectives like fundraising, revenue growth, and reducing cost. I would highly recommend their service to anyone looking to take their business to the next level!”
Rennie CurranSpeaker, Author, CEO of Game Changer Coaching, ex NFL & UGA player
“Enjoyed working with Eric at Insightpool. Really helped us pull together our financial processes and deliverables in a fast-paced environment. His capability in SaaS-based accounting areas (ex. deferred revenue scheduling) was particularly important for maintaining the integrity of our books as we progressed.”
Chris HackneyPresident & COO, Insightpool (acquired by TrendKite)
“It’s important to have the right team in place to manage your finances. If you are looking to start a new business or need to make a bookkeeper change, consider our partner AdaptCFO. Aside from prompt support, their fees are reasonable and they are always willing to go the extra mile to ensure our business is running smoothly and efficiently!”
Cactus WillVarnish and Vine
“Eric has a great grasp of windows applications and analytical tools, and a strong commitment to company needs. He has strong accountability, ethical values and a desire to pursue the story behind the numbers.”
Tim HortonCFO
“There is no task that is too big for Eric. He welcomes all challenges with confidence and a detailed plan of action. He follows up with flawless deliverables where no detail overlooked. It was a pleasure working for Eric and I would welcome an opportunity to work with him in the future.”
Zack EllerFinancial Analyst