Strategic Finance. Smarter Growth. Real Results.
Unlock the power of financial clarity with Otterz CFO Services. We combine AI-powered analytics, data-driven insights, and expert forecasting to help you plan smarter, scale faster, and stay in full control of your growth.
Discover our services
Growth isn’t luck — it’s strategy backed by data.
At Otterz, our Virtual CFO Services give you the financial leadership your business deserves — without the full-time cost. From budgeting, forecasting, and cash flow management to KPI tracking and strategic advisory, we turn your numbers into actionable strategies that accelerate growth. Whether you’re a startup, scaling business, or established company, Otterz becomes your financial command center — helping you gain clarity, control, and confidence at every stage of your journey.
Financial Planning & Forecasting
- Accurate cash flow projections to avoid surprises
- Scenario planning for growth and expansion
- Investor-ready financial dashboards
Budgeting & Performance Tracking
- Department-wise budget creation and monitoring
- Track KPIs and business performance in real time
- Identify cost-saving opportunities quickly
Investor & Board Reporting
- Professional reports for investors and boards
- Consolidated multi-entity financial statements
- Benchmark performance against industry standards
Strategic Advisory
- Guidance on funding, mergers, and acquisitions
- Profitability analysis for products and services
- Pricing strategy and growth recommendations
Audit-Ready by Design
- Maintain a digital audit trail automatically
- Ensure every transaction is documented
- Simplify internal and external audits
R&D & Tax Credit Strategy
- Identify and capture eligible R&D credits
- Maximize tax savings with automated documentation
- Integrate credits into overall financial strategy
Technology & Integration
Where Strategy Meets Smart Automation.
Otterz CFO Services are powered by AI-driven analytics and real-time dashboards that connect directly to your financial stack — including QuickBooks, Xero, Stripe, Gusto, Shopify, and HubSpot. Our platform delivers 24/7 visibility into your cash flow, revenue, KPIs, and forecasts — empowering you to make strategic moves based on facts, not assumptions. No spreadsheets. No lag. Just instant financial clarity and actionable insights.
Why Choose Otterz for CFO Services
Because every great business deserves great financial direction. Here’s why fast-growing companies choose Otterz as their CFO partner:
Strategic, Not Static
We don’t just report your numbers — we help you act on them.
AI + Human Expertise
Smart analytics powered by automation and real CFO experience.
Tailored Growth Plans
Custom financial strategies that align with your business goals.
Full Financial Ecosystem
Bookkeeping, tax, and CFO — connected seamlessly under one roof.
Scalable Solutions
From early-stage startups to enterprises, our CFO support grows with you.
Transparent Pricing
Fractional CFO value at a fraction of the cost.
At Otterz, you don’t just get financial reports — you get strategy, structure, and success.
The Otterz
Onboarding Process
Your journey starts with a short consultation
where we:
- Understand your business model, challenges, and financial workflows
- Review your current bookkeeping, taxes, or systems setup
- Identify key goals — accuracy, compliance, cash flow, growth, automation
- Recommend the best Otterz plan tailored to your industry
Next, we prepare a precise and transparent plan outlining:
- What services you’ll receive (bookkeeping, tax, CFO, controller, etc.)
- The full scope of work and deliverables
- Your dedicated accountant + support team
- Timeline for onboarding and go-live
- Clear, fixed pricing with no surprises
Once you approve, your account is activated immediately, and onboarding begins.
This is where we get everything ready for a smooth start:
- Setting up your secure Otterz account
- Requesting all required documents (financials, statements, prior returns, payroll reports, etc.)
- Getting access to your bank, credit card, POS, payroll, and other financial software
- Ensuring all integrations sync correctly with our platform
- Verifying data accuracy before moving forward
You provide the access — we handle the rest.
We walk you through your new Otterz setup, introduce your dedicated accountant, and get your reports, dashboards, and AI assistant Nyra running.
From here:
- Your books run in real time
- Your taxes stay compliant
- You get ongoing insights for smarter decisions
You’re officially powered by Otterz.
CFO Services FAQs
What does a Virtual CFO from Otterz do?
Our CFOs provide hands-on financial leadership — from cash flow forecasting and KPI analysis to growth strategy, budgeting, and investor reporting.
Who needs CFO services?
Any business seeking deeper financial insights, investor readiness, or strategic decision-making benefits from CFO support.
How is your CFO service different from hiring in-house?
You get a team of experts and AI tools at a fraction of the cost — plus scalable support as your business grows.
Can Otterz help with fundraising or financial modeling?
Absolutely. We create investor-ready forecasts, financial models, and pitch materials that strengthen your funding strategy.
What kind of reports will I receive?
You’ll receive monthly financial reports, KPIs, forecasts, and performance dashboards customized to your business objectives.
Does your CFO service include tax or accounting?
Yes. Our CFOs collaborate closely with bookkeeping and tax teams for an integrated, end-to-end financial strategy.
How soon can I get started?
Once onboarded, your CFO team sets up your systems and reporting dashboards within 7–10 business days.
What our customers
are saying
“Stellar work from the Otterz team 👏 Tapan to support our start-up. They are simply the best accounting support you can ask for whether you are an early stage company or a scaling SMB.”
“Incredible experience working with the Otterz team! They’ve been instrumental in keeping our financials clean and investor-ready. Highly recommend them to any founder looking for reliable accounting support.”
“The Otterz team exceeded our expectations. Tapan and his crew brought clarity and consistency to our books, which gave us confidence as we scaled. Couldn’t ask for better partners.”
