Our Services/For CEOs & Founders

You Run the Company. We’ll Run the Numbers.

You didn’t take the top job to reconcile credit cards at midnight. Level10 CFO gives you a dedicated fractional CFO and an AI-enabled accounting team, so the numbers run on a system and you get your evenings back.

Whether you founded it, inherited it, or were hired to scale it: one team, from the ledger to the boardroom. Pre-seed to $30M+.

The symptoms

Sound Familiar?

Most CEOs don’t decide they need a CFO. They notice the finance setup that got them here has quietly stopped working.

You’re the CFO by default.

Nobody else owns the numbers, so you do. At night. After the real work.

Your numbers show up three weeks late.

By the time you see last month, it’s almost the next month.

Cash surprises you.

Revenue is up, but the bank balance doesn’t seem to have heard.

You can’t answer the board’s questions yet.

Burn, runway, margin by service line, why cash is down when revenue is up. You know roughly. “Roughly” doesn’t hold up in a board meeting.

Your bookkeeper is great at bookkeeping.

That’s the problem. Nobody is turning the books into decisions.

You inherited the books. And the surprises.

The finance setup came with the job. You’re not sure what’s in it, and you’re accountable for it anyway.

None of these mean you did anything wrong. They mean the company grew faster than its finance function. (Congratulations. Now let’s fix it.)

The Level10 CFO Framework

What Changes When Level10 Runs Your Finance

The Framework has three layers, with a human CFO leading on top. Here’s what each one means for you.

Accounting Layer

01/ The books stop being your job.

Bookkeeping, AP/AR, payroll, and tax compliance run as one AI-enabled system. You get accrual-based, investor-ready financials every month, and nobody asks you to categorize transactions.

Financial Planning Layer

02/ You see what’s coming, not just what happened.

Budgets, rolling forecasts, a cash runway you can trust, and a dashboard with the handful of KPIs that actually run your business. This month’s decisions, made on this month’s numbers.

Value Layer · Your CFO

03/ A strategic partner who actually speaks human.

Your fractional CFO sits beside you on pricing, hiring plans, margin, cash, and fundraising, and translates the numbers into a story your board, your bank, and your team can act on.

AI does the grunt work in the books. The judgment stays human. That’s the whole idea: Human Leadership, AI-Multiplied.

The result: optimized revenue, maximized margin, improved cash flow, and peace of mind.

Already comfortable in the CFO seat? The Accounting Layer works on its own. (See Accounting Only, below.)

Which path fits

Pick the Path That Fits Your Stage

Most companies we work with need the whole finance function. Some just need the leadership. Some just need the books. The free Data Readiness Evaluation tells us which.

P1/ Full-Service

We run the whole stack, accounting through financial planning, with a dedicated CFO leading on top. One team, nothing to coordinate.

For when finance is still you plus a bookkeeper.

MOST COMMON FOR GROWING COMPANIES

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P2/ CFO Advisory Only

Keep what’s working. We add the strategic layer: forecasting, board-ready reporting, and a CFO in the room for the big calls.

For when you have a solid accountant or controller in-house.

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P3/ Accounting Only

You make the strategic calls. We run the accounting layer: full monthly close, reconciliations, and GAAP-compliant, audit-ready statements, so the books are never the reason a raise stalls.

For when you’re happy in the CFO seat yourself.For when a capable CEO or operating partner already holds the CFO seat.

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Pre-revenue and pre-seed?

The Startup Package · $750/month, one flat rate

Investor-ready books from day one, a monthly close with a partner, and an hour of one-on-one CFO mentorship every month. A good fit for early VC portfolio companies.

Across your portfolio

Working across more than one company?

Let’s talk. If several of your companies need finance help, we’ll work out a reporting rhythm and engagement approach that makes sense across them. Same format, same cadence, one point of contact.

Industries

We Know Your Business Model

Same system, tuned to how your company actually makes money.

 

Agencies & B2B Services

Utilization, project margin, and client profitability, so you know which work actually pays for the office.

 
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SaaS & Technology

ARR, churn, CAC payback, and burn multiple, reported the way investors read them.

 
 
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Healthcare Technology

Revenue recognition, payer mix, and the compliance rigor a regulated market demands.

 
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Proof

CEOs Who Got Their Time Back

Case Study

Game Over for Chaos: Atari’s Financial Reboot

An ambitious new CEO, a finance function running on manual spreadsheets, and a major strategic acquisition on the horizon. We built the automated financial engine that cleared the way.

“I never thought I could have this level of confidence in business. Bringing on Level10 has done wonders for my stress levels and has also lead to substantial growth for our agency in a very short period of time.”

Michael Williams

Founder & CEO, Williams Media

“Once we engaged Level10 CFO, they immediately put our accounting house in order… Best of all, Level10 CFO’s advisory approach has given our leadership team a strong ‘been there, done that’ voice in many key matters Buderflys has faced.”

Shea Gerhardt

CEO & Founder, Buderflys

“Level10 has been instrumental at overhauling our finances with tech-forward automated systems… Level10 is a trusted partner in the growth of our business.”

Sei-Wook Kim

Co-Founder, COO & President, Barrel

“Their fractional CFO and financial support services have empowered us to scale confidently through multiple phases.”

Ryan Tacke

CEO, ThrivePass

The Level10 Engagement Framework

How It Starts
(Hint: Not With a Contract)

01

A conversation

Tell us what’s keeping you up at night: cash, the close, a raise, pricing.

02

Data Readiness Evaluation

FREE

We look at your books, systems, KPIs, budgets, and forecasts. No obligation, no pitch.

03

A clear scope and price

Built from what we find, not a rate card.

04

The foundation

Cleanup, systems, cash forecast, and unit economics, done properly before we optimize anything.

05

Value, every quarter

Revenue, margin, cash flow, and peace of mind, tracked quarter over quarter.

FAQ

Questions CEOs & Founders Ask Us

When should a CEO hire a fractional CFO?

Usually when you’re making decisions the books can’t answer: raising capital, hiring ahead of revenue, changing pricing, or running out of hours to manage finance yourself. If your numbers arrive weeks late or cash keeps surprising you, you’re already there.

A bookkeeper records what happened. A CFO uses those records to decide what happens next: forecasts, pricing, margin, cash strategy, and board reporting. Level10 gives you both, working as one team.

It depends on who’s making the financial calls. If you’re comfortable owning strategy, forecasting, and investor conversations yourself, Accounting Only gives you GAAP-compliant, audit-ready books to make those calls on. If you’d rather hand those off, Full-Service or CFO Advisory adds a dedicated CFO. And if that changes as you grow, you can add CFO leadership without switching teams.

Pre-revenue and pre-seed companies can start with the Startup Package at $750/month. For Full-Service and CFO Advisory, price depends on scope, which the free Data Readiness Evaluation sets. It’s typically a fraction of a full-time CFO’s salary.

Yes. If your books are clean and on time, CFO Advisory Only plugs into your existing accounting. If they’re not, the books are the place to start. The free Data Readiness Evaluation will tell you which.

Yes. We build the model, the forecast, and the investor-ready financials, and help you tell the story behind them. Clean books are why a raise doesn’t stall in diligence.

Mostly in the books. AI-enabled systems speed up the close, catch errors and anomalies early, and keep your numbers current without anyone rebuilding a spreadsheet every month. Our team reviews everything, and your CFO still makes the calls on pricing, cash, and growth. Human leadership, AI-multiplied.

Get Out of the Spreadsheets.

Start with a free Data Readiness Evaluation. We’ll look at your books, systems, and forecasts, then tell you what you actually need and what it should cost. No obligation, no pitch.