Series B Stage
Fractional CFO & Accounting for Series B Startups
Board packs every month, budgets the board can hold you to, audit-ready books and a clear path to Series C. A full fractional CFO on Growth, with the team that got you here.
Series B is where finance stops being a monthly report and becomes how the company is run. The board expects a budget it can hold you to, reforecasts when the plan changes, every variance explained, and a first or second audit. Hiring plans now move runway by months. StartupCFO gives you a fractional CFO working on the same numbers as your bookkeeper and CPA, with ClariFi, our AI CFO, doing the assembly work, so CFO time goes on the decisions.
What You Get on Growth
Everything a Series B board and the next round ask for, from one team and one set of numbers.
- Monthly close in 7-10 business days with audit-ready GAAP financials
- Board packs built from actuals and plan, with material variances flagged
- Budgets with locked versions and reforecasts, and variance notes signed by their authors
- Headcount Plan, Hiring Impact, Runway Modeler and Dilution Model on the same numbers
- ASC 606 revenue recognition, ASC 718 stock-based comp and multi-state nexus tracking
- Data room, fundraising readiness score and Series C preparation
See a sample board pack.
After the Series B close
The approved budget locked as your original version, department budgets set, and a reforecast cadence agreed with your board.
Every month
Close in 7-10 business days, then a board pack with budget against actual, the variances that matter explained, and runway updated.
Audit years
Audit-ready books every month; audit support scoped as a project: the audit package, auditor requests and technical accounting memos.
Series C prep
Model built to your Series C narrative, data room assembled, readiness scored, and historical trends ready so diligence is fast.
Series B Finance Without the Series B Hire
A full fractional CFO and the accounting team behind it, until the day a full-time CFO makes sense.
Full-time CFO at Series B
Total compensation, before equity and a team
$300K-$500K+/yr
StartupCFO Growth
Full fractional CFO, bookkeeper and CPA, direct ClariFi access
From $799/mo
Starting price. Final pricing depends on volume and complexity; audit support is scoped as a project.
Frequently Asked Questions
Does a Series B startup need a full-time CFO?
Many hire one in late Series B or at Series C. Until then, a fractional CFO working with a strong accounting team covers most of what a Series B board expects, at a fraction of the $300K-$500K+ a year a full-time CFO costs at this stage. When you do hire, they inherit audit-ready books, a working model, locked budget history and a data room, instead of a cleanup project.
What does a Series B board expect every month?
A board pack with an executive narrative, key metrics, budget against actual with the variances explained, cash position and runway, and the risks to watch. In ClariFi the narrative comes from your reviewed CFO memo, the variances that matter are flagged by one materiality threshold set for your business, and each variance note shows who wrote it.
How do you handle budgets and reforecasts?
Your budget is locked as an original version once it is approved, and each reforecast becomes a new locked version, so the board can always see what was planned and when it changed. Headcount plans, hiring impact and the Runway Modeler run on the same numbers, so a change in hiring shows up in runway straight away.
Do you support audits?
Your books are kept audit-ready every month, with ASC 606 revenue recognition and ASC 718 stock-based compensation maintained. Audit support itself (the audit package, auditor requests and the technical accounting memos) is scoped as a project, so you pay for it in the years you are audited.
Is a fractional CFO enough for Series B work?
For most Series B companies, yes. The Growth plan covers board packs, planning and modeling, cap table and fundraising support inside a fair-use allowance of about 3 hours of CFO time a month, because bookkeeping, tax and ClariFi take the assembly work off the CFO's plate. If your needs settle above that, we agree a scoped project, a plan change or hourly work from $300/hour with you first.
Series B Finance, Live in 2 Business Days
Book a free consultation and we'll walk through how we'd run your board packs, budgets and audit readiness at Series B.
45-day free trial · No credit card needed · No long-term commitment
