CFO Services and Financial Strategy for Growing Companies

At Arbor Lane, we deliver high-impact CFO advisory, financial planning, modeling, and finance system transformation for mid-market companies across the U.S.

Whether you're preparing for a capital raise, scaling from $10M to $200M, or implementing an ERP system, we provide tailored, outcome-driven solutions that bridge strategy and execution — always grounded in integrity, partnership, and legacy.

Our Core Service Offerings

1. Investor-Grade Financial Review™

Monthly CFO Insights for Board and Investor Readiness

• GAAP financial review and variance analysis

• Board-quality reporting packages

• Quality of earnings red flags and working capital health

• Strategic insights to support lender, investor, and board expectations

2. HyperScale Financial Model™

3-Statement Forecasting Built for Growth and M&A

• Dynamic financial model with scenario planning

• Driver-based assumptions, valuation modeling

• Built-in Base, Upside, Downside scenarios

• Supporting templates for revenue & cost-of-goods

3. Institutional-Grade Finance Stack™

From QuickBooks to ERP: Full-Scale Finance Transformation

• Accrual conversion and ERP readiness

• QuickBooks to NetSuite, Dynamics, or Sage Intacct transitions

• Close process acceleration and SOP development

• KPI dashboards and finance systems integration roadmap

4. Founder's Finance Stack™

Startup Accounting & CFO Oversight for Angel to Series A Founders

• QuickBooks-based monthly close and reconciliations

• Light-touch CFO review and founder check-ins

• Burn rate, runway, and KPI tracking

• Optional add-ons: 1099s, payroll, data room prep

5. Strategic CFO Impact Suite™

Executive-Tailored Finance Leadership for Scaling & Exit-Track Companies

• M&A execution, capital strategy, and investor readiness

• GTM finance alignment, pricing strategy, and margin improvement

• ERP/FP&A system optimization and close acceleration

• Board presentation support, executive team structuring, and performance coaching

• Designed for companies $10M–$200M+ at inflection points

• Delivered by seasoned CFOs with 75+ years of combined experience

6. Bespoke Strategic Engagements™

Custom-Crafted, Skills-Based CFO & Finance Leadership Solutions

• Bespoke Strategic Engagements™ is Arbor Lane’s most customizable offering — a flexible, precision-built engagement tailored to your company’s unique strategic and operational finance needs. This service is ideal for companies navigating high-impact inflection points: scale, systems change, transaction readiness, or leadership transition.

• Delivered by senior-level advisors, each engagement is scoped based on your goals and resourced with the specific capabilities required — from finance transformation to M&A support and everything in between.