Examples of our work
CFO services and Debt raise support for a construction company
Our client hired Surf to help streamline their financials, drive operational improvements, do
annual forecasting, long term planning and improve liquidity in the business.
Surf developed accurate financials that helped drive operational improvements and provided investors with metrics and projections that allowed them to provide debt to the company. This provided additional working capital to the company and helped fund growth.
Surf helped find additional areas of expansion that included leveraging partnerships, sales and marketing investments and expanding into adjacent geographies. This helped the company develop a robust growth plan and increase cash flow.
Fractional CFO work and Fundraising support for a healthcare company
We provided budgeting, forecasting, accounting and investor relations support to a healthcare startup. The accounting work included manufacturing accounting including inventory and BOM as well as SAAS revenue and cost accounting.
We created the long term strategic financial model including manufacturing and SAAS metrics. This helped the company improve these metrics and also provided an accurate assessment of the health of the business to the investors.
Company has used this work for ongoing fund raising as well for managing the operations of the company
Month end close and Accounting support for a SAAS startup
We provided provided ongoing accounting support to a SAAS startup. We set up the month end close process and created management reporting. We also tracked key SAAS metrics. This helped the investors and management stay on top of their business. We also helped the company through investor due diligence. We created the financials for sharing with the investors and helped leadership address questions.