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Corviniti/Services/CFO Advisory Services

Services / CFO Advisory

CFO Advisory Services

Strategic financial leadership on a fractional, interim, or project basis. Senior finance experience for companies that need CFO-level judgment without the full-time cost.

Or email info@corviniti.com · book a 30-minute call

Fractional CFO

Ongoing senior finance leadership scaled to your stage and budget.

Transaction CFO

Deal-ready finance leadership through fundraises, M&A, and public offerings.

Interim CFO

Immediate coverage through transitions, searches, and critical periods.

100+
Successful transactions completed
20+
Years of experience
$5–50m
Average size of transaction
$20–200m
Average market cap of clients across tech, manufacturing & services
Why Corviniti for CFO Advisory

Finance leadership that has done this before

Growth companies hit a stage where bookkeeping and controllership are not enough: investors want forecasts they can trust, boards want reporting they can act on, and transactions demand a finance leader who has been through them before.

Corviniti provides CFO-level leadership backed by two decades of capital markets and public accounting experience. We build the reporting, forecasting, and financial infrastructure that carries a company from early growth through institutional fundraising and public-company readiness.

Engagements flex from a few days a month of strategic oversight to full interim coverage, always senior-led.

What our CFO advisory covers

Financial strategy & planningBudgets, forecasts, and scenario models that boards and investors rely on.
Fundraising supportData rooms, financial models, and diligence management for equity and debt raises.
Board & investor reportingReporting packages that answer the questions before they are asked.
Cash flow managementRunway visibility, working capital discipline, and 13-week cash forecasting.
KPI & metrics designThe operating metrics your model, your board, and your next round depend on.
Finance team buildoutHiring plans, role design, and mentoring for the team under the CFO seat.
Systems & process upgradesERP selection, close acceleration, and reporting automation.
Transaction leadershipFinance workstream leadership through M&A, audits, and public offerings.

Scope Your Project

Why Choose Us?

Big 4 expertise,
boutique agility

Corviniti provides accounting and advisory services with the technical depth of a Big 4 practice and the responsiveness of a dedicated boutique. We bring senior-level attention to every engagement and stay involved until the work is complete.

Get In Touch

Startups and US capital markets are our focus

From growth-stage companies preparing for their first capital raise to established companies navigating complex public market transactions, Corviniti provides the accounting and advisory support that capital markets activity requires.

  • Startup and Fundraising Focused (including Venture Capital)
  • Built for Capital Markets (including IPO and SPAC transactions)
  • Boutique Attention
  • Big Four Experience
  • Transaction Deadline Oriented
Contact Us

Contact Us to Learn More

Call: (347) 472-1115
Email: info@corviniti.com

The best way to get started is to complete the form below. Tell us a bit about your business and we will advise on how best to get started.

We will get back to you within 24 hours.

Ro Sokhi, CPA
Ro Sokhi, CPA
Founder · Big Four trained · 20+ years

We will get back to you within 24 hours.

Frequently Asked Questions

What is the difference between a fractional and an interim CFO?

A fractional CFO provides ongoing leadership on a part-time cadence, typically a few days a month. An interim CFO provides full-time coverage for a defined period, usually through a transition, a search, or a transaction.

How many hours or days do we get?

Engagements are scoped to your needs, from a few days a month of strategic oversight to several days a week through a fundraise or transaction. Scope flexes as your needs change.

Can you work with our existing accounting team or bookkeeper?

Yes. CFO advisory usually sits on top of an existing team. We set direction, review output, and raise the bar on reporting while your team runs the day-to-day.

Do you help raise capital?

We prepare companies to raise: models, data rooms, diligence responses, and investor reporting. We are not a broker-dealer and do not sell securities, but we make the finance side of your raise run cleanly.

What does CFO advisory cost?

A fraction of a full-time hire. Fractional engagements are typically a fixed monthly retainer scoped to cadence and deliverables; interim and transaction engagements are scoped to the period and workload.