Outsourced CFO Services

Outsourced CFO Services

Outsourced CFO Services

Businesses are frequently in need of outsourced CFO services prior to bringing on a full-time CFO. Many companies struggle with the timing of this hire, and determining what stage of the business life-cycle they are materially needed. In addition, for those considering outsourced CFO services, it is very hard to find specialized services, particularly those with capabilities that are particularly relevant to your business.

How can Cordes Consulting help you with Outsourced CFO Services?

SaaS and software businesses face a unique set of challenges. These challenges typically require the skill-set of someone with significant industry experience, which is often quite difficult to find. Cordes Consulting focuses exclusively on SaaS and software businesses for exactly that reason. We speak the language and can get up-to-speed on almost any project with little to no down-time. Our professionals have served in various outsourced CFO roles in the past and come battle-tested within all SaaS environments.

Highlights of Outsourced CFO Services we have provided.
Financial Model & Funding Strategy - Smart Alto Case Study

SmartAlto needed to augment their management team with financial knowledge and expertise that could quickly develop a fully integrated financial model of their business opportunity. They needed expertise to develop and help evaluate fundraising strategies, as well as leverage the fundraising opportunities that Y-Combinator affords its participants. SmartAlto successfully completing the Y-Combinator program.


Monthly Close and FP&A Reporting - eSub Case Study

eSub turned to Cordes Consulting for fractional CFO expertise and leadership to help prepare and position the company for a critical $5 MM Series A fundraising effort. Cordes Consulting developed a robust SaaS financial model to more accurately monitor cash flow, capture Key Performance Indicator (KPI) data, and build out a financial structure to support fundraising efforts. Cordes Consulting led the internal due diligence effort for eSub's successful $5 MM Series A fundraise.


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FP&A and Financial Analysis - Geofeedia Case Study

Geofeedia needed to augment internal resources to support their growing business and build out FP&A reporting. Cordes Consulting provided a variety of financial models for the business and continued to actively support the business on other financial and operational initiatives. The SaaS financial model provided Geofeedia with visibility into their current financial performance and provided valuable insight into sales and marketing performance.


What sets us apart?

Cordes Consulting - Outsourced CFO ServicesFor your outsourced CFO services, you need someone you can trust to handle any situation. Our clients have been doing so for years and continue to utilize our services, even after hiring a full-time CFO. We have helped our clients across almost all facets that a typically CFO or COO would face, including: sales model planning, headcount and human resources planning, cash burn management, marketing lead and lead funnel analysis, debt and equity capital raising and board-level planning.

For any software company seeking financial or any kind of outsourced CFO services, look no further. We specialize in working with SaaS and software customers to provide relevant and time-saving services. Why work with a generalist when you can work with an industry expert who has supported capital raises in excess of $60 million (from Seed to Series C). We know the DNA of a successful SaaS business (and have ample bench-marking data to prove it). Contact us now for a free consultation to learn more.

Our Customer Testimonials Highlight the Skills, Knowledge, and Accomplishments
Cordes Consulting Brings to Every Engagement.
See what customers say about Cordes Consulting ...

Extremely thankful to have expert help …

Cordes Consulting provides expert help to Geekatoo

Will has helped us in a variety of ways, from defining alternate business strategies and modeling their business impact, to providing needed information to support additional capital funding. We knew from the beginning that we were in good company with the questions he asked us about our business. Since he’s invested, he’s offered to help us many times, including how to think about future valuation and the components that make this up. As we move into our Series A territory, I’m extremely thankful we have Will’s expert help with us to navigate the process and ensure we’re on the right track.

Kevin Davis, CEO

Extraordinarily responsive and repeatedly took the initiative …

I worked with Will on a complex transaction with evolving regulatory requirements, higher than normal leverage and a tight timeline.  Will worked extraordinarily hard to get up to speed with the industry and the multiple anomalies in the deal.  He was extraordinarily responsive and repeatedly took the initiative to prepare client documents before I asked for them.  I would hire Will again in a heartbeat.

Tom Fencl, Managing Partner
Wisper Ventures

Very knowledgeable and responsive …

I would highly recommend Will for your financial modeling and consulting needs.  While participating in Y Combinator, we needed help building a financial model and we came across Will’s website.  Will is very knowledgeable and super responsive.  We look forward to partnering with Will on future projects.


Wayne Anderson, Founder & CPO

Experts in transitioning to a subscription sales model …

We brought in Cordes Consulting to help us transition from a legacy perpetual license sales model to a subscription sales model given their expertise within SaaS. Will and the Cordes Consulting team proved to be very knowledgeable of the space and worked hand-in-hand with our team every step of the way. Cordes Consulting would be an asset to any software business in need of financial and business modeling services.

Karsten Newbury, SVP and GM
Gerber Technology

Immediately impressed with their experience and knowledge …

We were in the market for a fractional CFO to help us build a financial model and prepare us for a potential fundraise, but had difficulty locating someone with a strong SaaS background. Eventually, we teamed with Cordes Consulting and were immediately impressed with their experience and knowledge. Cordes Consulting quickly generated a complete financial model and acted as the internal finance lead on our $5 million Series A fundraise.

Benny Baltrotsky, CSO
eSUB Construction

Efficiently created presentation and deal materials for fundraise …

Cordes Consulting provided strategic consulting services and immediately fit in like an active team member. They worked quickly and efficiently and tackled every obstacle in what ultimately became a complex project. We would highly recommend their services to anyone considering the use of a consultant for any sort of financial engagement.

Paul Mulvaney, Principal
SE Capital


Questions? Feel free to reach out about any potential opportunity, project, or investment opportunity. We are always willing to help.

If you are a SaaS or software focused business looking for fractional, outsourced CFO services, look no further. We are experts in SaaS financial consulting and focus exclusively on this area. We are responsive to your project timeline and can provide consulting services that produce results.

Improve your business performance -- contact Cordes Consulting today.

Cordes Consulting is a Chicago based consulting firm specializing in financial services for Software-as-a-Service (SaaS) and emerging technology businesses. We offer free initial consultations to evaluate how we can help you. If you would like to discuss a potential consulting assignment, or just have a question about our business we are always available to help you.

Cordes Consulting, LLC
710 N. Orleans, Unit A
Chicago IL 60654

Telephone: +1 513-312-8476
E-mail: Will@SaaSFinancialConsulting.com

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