Let's Tee Up
The Next Generation.
We are Outsourced CFOs that partner with you to build
Enduringly Profitable Businesses and
create Generational Wealth
Fractional CFO Solutions for Businesses
Customized Fractional CFO Services
Our fractional CFO services provide you with expert financial leadership on a part-time basis.
From strategic planning to performance analysis, we bring the insights of a CFO to businesses of all sizes in California, Washington, Ontario, or British Columbia.
Reliable Accounting and Bookkeeping Services
At Tee Up Next Gen, we offer a full range of accounting and bookkeeping services to keep your finances organized. As experienced accountants and business bookkeepers, we ensure your financial records are accurate and up to date.
Comprehensive Financial Guidance
Our financial accountants go beyond the numbers to provide actionable insights that drive results. We specialize in cash flow forecasting, giving you a clear view of your financial future and helping you plan effectively.
Services
FP&A
Providing comprehensive financial planning and analysis to guide your business decisions. Our FP&A services include budgeting, forecasting, and performance tracking to keep your business financially healthy and on course.
Cashflow forecasting
Optimizing cash flow to ensure your business remains liquid and solvent. We implement strategies to manage inflows and outflows, maximizing your financial stability and operational efficiency.
Financing
Securing the funding your business needs to grow and thrive. We assist in identifying and obtaining the best financing options, whether it's through loans, investments, or other financial instruments.
Mergers & Acquisition
Navigating the complexities of mergers and acquisitions with expert guidance. Our services include due diligence, valuation, and integration planning to ensure successful and profitable transactions.
Accounting & bookkeeping
Maintaining accurate and up-to-date financial records. Our accounting and bookkeeping services cover everything from daily transactions to financial statements, ensuring compliance and clarity
Business Valuation
Providing accurate and insightful business valuations. We assess your company's worth using industry-standard methodologies, helping you make informed decisions for mergers, acquisitions, sales, and strategic planning.
What We Do As Your Outsourced CFO
We partner with you as a financial thought-partner who understands both the numbers and the entrepreneurial journey. Our work is always custom because every business has different levers for growth, profit, and stability. Here is how we typically support our clients.
Forecasting, budgeting, and cash flow modeling
Clear reporting and visibility into performance
KPI development and financial accountability systems
Financial Foundations
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Banking relationships and debt strategy
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Capital raising support and investor communication
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Preparation for acquisitions or potential future sale
Capital And Transactions
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Succession and exit readiness
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Long-term financial planning for the family
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Generational wealth strategies that align with your
business goals
Owner and Family Outcomes
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Pricing analysis and margin improvement
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Product, service, and segment profitability
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Strategic planning that aligns growth with healthy profit
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Support using tools like the Rule of 30 to balance growth and cash generation
Growth and Profitability
Who We Help
We work with founders and business owners who are building something meant to last. Most of our clients are established small and mid-sized companies with real teams, real revenue, and real goals. They want a financial partner who can help them grow in a healthy, sustainable way.
Here is where we do our best work:
Founder-led businesses that want to
scale responsibly
Service, trades, healthcare, education, technology, and specialty businesses
Family-owned businesses planning for succession and generational transition
Companies across the USA and Canada, with deep experience in California, Washington, Ontario, and British Columbia
If you are looking to build an enduringly profitable business that supports your family for years to come, we can help.
How We Work Together
Partnering with us is simple. No complicated onboarding. Here is what the journey looks like.
Discovery Call
We learn about your business, your challenges, and your long-term goals. You get a clear sense of how we think and how we can help.
CFO Diagnostic
We review your financials, reporting, systems, and goals. You receive a clear picture of what is working, what is missing, and what levers will create the biggest improvement.
90 Day Plan
We build a focused roadmap that improves visibility, strengthens financial discipline, and sets you up for healthy growth and profitability.
Ongoing Support
We join leadership meetings, work with your accountants and bookkeepers, develop forecasts, monitor performance, and help you make data-driven decisions as you scale.
Our goal is to become the financial partner you rely on, not just another advisor on the outside.
Why Tee Up Advisors ?
Strong ROI
We believe your partnership and investment with Tee Up Advisors, and its Outsourced CFOs, can increase the value of your business by 2-4x in 3-5 years.
Why Tee Up Advisors ?
Our intention is to become part of your team, working with your accountants, bookkeepers, and your executive team. Ideally, we’d like to attend strategy meetings so we’re consistently on the same page.
We have a legacy-view.
We make sure the business serves you and your family, and not the other way around. We look at the business from the context of the whole family and its goals. We understand that life is more than just money and quality of life is just as important
We’re entrepreneurs too!
We started several, and sold, several businesses! Some were immensely successful; others failed. We can relate to your ups and downs.
Hi, I’m Bob -
Husband, father of three(+ a dog).
I’m also an entrepreneur, just like you.
After working at a Big 4 accounting firm, I left to start my own business. I intended to create an enduringly profitable business with a recurring revenue model. Traditionally, accounting firms charge hourly. Though work is annually, it’s not recurring. I flipped the script. Instead of annual service, I performed monthly services that allowed me to have predictable revenues. It also allowed me to charge up-front, significantly lowering working capital requirements. Because I didn’t have to re-earn the business every year, our business grew very quickly. We grew from zero to $2M in annual recurring revenue (ARR) in 3 years, and it was eventually acquired by Deloitte.
I’ve sold businesses
After selling my own business to Deloitte, I joined a SaaS technology company as its CFO, in charge of Finance and HR. This VC-backed tech company grew from $3M ARR to $10M ARR in 3 years, and we sold it to a top-tier Private Equity firm for 9-figures.
I’ve bought businesses
Subsequently, I served as an Operating Partner at a lower-mid market private equity firm in Charlotte, NC. We reviewed hundreds of deals. Consistently, our Investment Committee loved companies that demonstrated characteristics of enduringly profitable companies, such as predictable revenues, strong management teams, and healthy margins.
WE...
Never Settle
We don’t believe in good enough. We challenge the status quo, push beyond comfort zones, and always strive for excellence in everything we do.
Unleash your untapped potential
We see the greatness in our clients and team members. We’re here to unlock that potential, driving growth and success beyond what you thought was possible.
Communicate fearlessly
We speak openly and honestly, because clear communication is the foundation of trust and the key to solving complex problems together.
Fall down seven, stand up eight
We embrace setbacks as part of the journey. Resilience is in our DNA, and we bounce back stronger every time, learning from every fall.
Want clients to succeed more than they do
We’re not just advisors; we’re your biggest champions. Your goals become our goals, and we’re driven by a genuine desire to see you thrive, often more than you realize yourself.
Build trust daily
We have integrity. We know trust takes years to earn and a moment to lose, so we protect it fiercely by acting with integrity in every decision we make.
How much does an Outsourced CFO cost
Pricing depends on the level of involvement you need. Most clients fall into one of our standard monthly packages. You can review our pricing page for full details.
Do you replace my accountant or bookkeeper
No. We partner with them. Your bookkeeper and accountant keep the records straight. We help you use the numbers to make better decisions.
How often will we meet
Most clients meet with us weekly or biweekly. We also join leadership or strategy meetings as needed.
Can you work with my existing finance tools
Yes. We adapt to your systems and help you improve them when needed.
Do you work remote or onsite
We work both ways depending on your needs. Most work is remote, but in-person meetings can be arranged.
What is the minimum engagement length
There is no long-term contract. Most clients work with us month to month after the initial 90 day plan.
Newsletter
At Tee Up Advisors, we believe in keeping our valued clients informed about the latest news and trends in the financial world.