The business of technology is bigger and more challenging than ever. From fundraising, to cash flow planning, to pricing it has never been more critical to get it right. The Technology practice at CFOs2GO joins forces with your team to get the resolution you need to your financial management challenges.

We have a multi-disciplinary team of seasoned CFOs, Controllers, Accountants, Tax, M&A, Reporting, 409A and Stock Compensation, and other experts to help meet your needs on an “as-needed” basis.



Early Stage Technology Companies


Every early stage company starts with an idea: a vision for creating something new, cool, and big. Enormous work is put into the product design, beta code, and building the team. It is often hard to tackle some of the nitty gritty questions you know are important while you do not have the bandwidth or expertise to tackle them. This is where CFOs2GO supports you. We help you understand issues about much capital you need to raise and when, what your cash position will look like months out and what levers you have to manage it, whether your pricing covers all your costs, and what your finance and accounting team need to look like.

Rapid Growth Technology Companies


When a tech company doubles in size every six months, it is intense. If the product/market fit is right and the timing is right, this is exactly what can happen. The challenge is keeping the business operating rationally while you feel you are being shot out of a cannon. You do not have to be alone. CFOs2GO has support for your finance and accounting management as you grow. It’s very common to need to replace existing finance team members with more experienced staff to deal with the pace of a growth company, to change to heavier weight accounting systems, to install rich reporting software, and to make sure you have enough capital to ride the opportunity. CFOs2GO has a full spectrum of financial talent available on an “as-needed” basis to help you navigate this very exciting time.

Pre-IPO and Post-IPO Technology Companies


Approval for IPO requires special changes in systems, procedures and professionals in key roles. We assist companies to ensure they are IPO ready. Changing and adding procedures and working with exchange evaluators to pass muster for IPO approval is far less daunting when our professionals are there to support you. Post-IPO means yet another set of procedures and reporting requirements. We work with financial and executive teams to smoothly transition to quality reporting and financial conformance.


CFOs2GO is designed to meet the needs of technology clients across a variety of areas:

  • Function as the interim CFO and recruit the full time CFO;
  • Staff the accounting and finance department by recruiting part time or full-time qualified professionals and subordinates to fill those positions;
  • Recommend and implement accounting and related systems;
  • Review and recommend revenue recognition policies;
  • Develop a stock option plan and advice on the pricing of options and the need for 409A valuations;
  • Facilitating business strategic planning sessions;
  • Work with team to raise capital including preparation of forecast and pitch;
  • Financial forecast with “what if” capability;
  • Review current accounting processes and procedures for both efficiency and adherence to GAAP, SOX and SEC requirements;
  • Provide corporate governance leadership as a consulting Corporate Governance Officer;
  • Serve on the Board of Directors as the Audit Committee technical expert;
  • Advise a company on its selection of legal, tax, commercial banking, investment banking and insurance services;
  • Participate in or lead the S-1 preparation team, and drive all regulatory filings; and
  • Develop sound cash management tools.


  • Provided leadership in the implementation of NetSuite ERP to a $90 million platform and service business to serve over 11,000 customers, successfully onboarding the system within the proposed timeframe.
  • As Consulting CFO developed an outstanding, SQL-based system for tracking inventory and costing restaurant food products, which when used with client’s POS system allowed them to determine their daily profitability, an essential goal in the nimble restaurant industry.
  • As Consulting CFO worked to reconfigure SAP ERP system to match Revenues and COGs on a project-by-project basis to allow client to instantly assess their project profitability on a real-time basis.
  • In two different platforms, INFOR Visual and ECI solutions Job Boss, configured both company’s ERP systems to produce departmental costing which was essential to developing overhead burden standards necessary for companies to assess their profitability by product in a contract manufacturing environment.