At Tee Up Next Gen, we provide professional fractional CFO services to businesses in and close to Roseville, CA, helping you achieve financial clarity and long-term success. Whether you're a growing business needing strategic guidance or an established company looking to streamline your financial operations, our experienced team is here to support you.
Why Choose Fractional CFO Services?
Our fractional CFO solutions give you access to the expertise of a Chief Financial Officer without the cost of a full-time hire. We bring financial leadership to your business, helping you make informed decisions, improve cash flow, and drive profitability.
With our tailored approach, you can focus on your core business while we manage your financial strategy.
Bookkeeping and Accounting Services
In addition to our fractional CFO services, we offer bookkeeping services to keep your finances organized and accurate. Our experienced accountants and bookkeepers provide detailed financial reporting and data management, ensuring your records are always current. From day-to-day bookkeeping to complex financial analysis, we handle it all.
Tax Accounting and Financial Expertise
Tax season can be stressful, but our tax accounting services ensure compliance and optimize financial outcomes. We also provide the insights of a skilled financial accountant to help you navigate complex financial landscapes. Our team ensures you have the tools to succeed with tax planning and cash flow analysis around me in the Roseville region.
Supporting Roseville’s Business Community
As a trusted financial partner serving Roseville, CA, and nearby areas, our fractional CFO solutions help address local businesses' unique challenges and opportunities. By providing personalized service and actionable advice, we help you achieve sustainable growth.
Contact Tee Up Next Gen Today
If you’re searching for a fractional CFO near me in Roseville, CA, contact the experts at Tee Up Next Gen. Let us provide the financial leadership and expertise you need to grow your business.
Contact us today to learn more about our services. Together, we’ll set your business on the path to financial success.
Call now!
Expert Fractional CFO Services in Roseville, CA
How Our CFOs work with your Roseville Business
Catch up
bookkeeping
Our Roseville CFO and bookkeepers get your bookkeeping caught up to date. Get your books caught up, bookkeeping cleaned up. We're based right in Roseville, so we'd be happy to swing by and meet you and your team in person.
Growth by
M&A
Navigating the intricacies of M&A with a Outsourced CFO in Roseville. Our expertise covers due diligence, business valuation, and strategic integration planning to ensure seamless and profitable deals.
Maximise
Enterprise Value
As a Outsourced CFO in Roseville, CA, we specialize in preparing businesses for a successful exit. From financial assessments to maximizing value, we ensure a smooth and profitable transition, whether selling to private equity or new ownership.
Why Roseville businesses trust
Tee Up CFOs
We're Entrepreneurs too
As a Fractional CFO in Roseville, CA, I bring a unique perspective from my experience at a Big 4 accounting firm, where I left to build my own enduringly profitable business. Instead of the traditional hourly billing model used by accounting firms, I shifted to a monthly service approach, creating predictable, recurring revenue. As a Outsourced CFO in Roseville, this strategy not only stabilized cash flow but also reduced working capital needs by charging up-front. By eliminating the need to re-sell services annually, my business quickly scaled to $2M in annual recurring revenue (ARR) within 3 years before being acquired by Deloitte.
We've sold Businesses
After selling my own business to Deloitte, I took on the role of CFO at a VC-backed SaaS tech company, managing both Finance and HR. As a Fractional CFO in Roseville, I helped the company grow from $3M to $10M in annual recurring revenue (ARR) over 3 years. This growth led to a successful sale to a leading Private Equity firm for a 9-figure deal. My experience scaling businesses and navigating high-stakes exits is what I now bring to Tee Up Advisors to help businesses thrive.
We've bought Businesses
Afterward, I became an Operating Partner at a lower-mid market private equity firm in Charlotte, NC, where we evaluated hundreds of potential deals. As a Fractional CFO in Roseville, I know what investment committees prioritize—companies with predictable revenue, robust management teams, and solid margins. These are the key traits of enduringly profitable businesses, and my experience in identifying them is now focused on helping your business achieve the same success through Tee Up Advisors.
Fractional CFO Services for Roseville, CA
Fractional CFO Services by Tee Up Advisors: Build a Stronger Future
At Tee Up Advisors, we are committed to helping businesses in Roseville, CA, achieve enduring profitability and generational wealth through our fractional CFO services. Our team of experienced professionals partners with you to enhance your business's financial health and resilience, ensuring peace of mind and more quality time with your family.
Fractional CFO services offer businesses expert financial guidance without the need for a full-time commitment. Our fractional CFOs bring the expertise and insight needed to navigate complex financial landscapes without the cost of a full-time CFO. We tailor our approach to meet your specific needs, allowing you to benefit from our experience and knowledge without the full-time commitment.
We focus on building enduringly profitable businesses by mitigating financial risks and increasing your company's resiliency. Our fractional CFOs are dedicated to helping you sleep better at night, knowing your business's financial future is in capable hands.
By partnering with us, you can increase the value of your business through higher profits, recurring revenues, and an upskilled management team. Our part-time CFOs work closely with you to identify opportunities for growth and implement strategies that drive success.
Effective communication with stakeholders is crucial for any business. Our fractional CFOs engage with lenders, investors, and family or board members to build trust and credibility, ensuring that everyone involved in your business feels confident in its financial direction.
Take the first step toward a stronger financial future with Tee Up Advisors. Our fractional CFO services are designed to help you build a more profitable and resilient business. Contact us today to learn how we can support your journey to enduring success and generational wealth.
Our CFOs add value
Building a business in Roseville is challenging, but we’re here to support you. Our Roseville CFOs collaborate with you to focus on the big picture, allowing you to work ON your business rather than getting caught up in working IN it.
Enduring Profitability
Our Roseville CFOs reduce financial risks and strengthen your business's resilience, giving you peace of mind and more quality time to focus on your family.
Increase Company
value:
Our Roseville Fractional CFOs work with you to enhance your business value by boosting profits, establishing recurring revenue streams, and developing the skills of your management team.
Increased Stakeholder Confidence
Our Roseville Fractional CFOs engage with your key stakeholders—lenders, investors, and family or board members—in a manner that fosters trust and establishes credibility.
NEWSLETTER