Fractional CFO & Managed Finance Services

BlockWise provides fractional CFO (Chief Financial Officer) services and comprehensive managed finance operations, offering senior-level financial leadership and back-office support without the cost of full-time executives or internal teams. This service is designed for growing technology companies that need strategic financial guidance and operational excellence to scale efficiently.

Fractional CFO Services

Financial Planning & Analysis (FP&A): Developing comprehensive financial models, budgets, and forecasts that align with business strategy. This includes revenue projections, expense planning, and scenario analysis.

Cash Flow Management: Monitoring cash positions, managing working capital, and optimizing the cash conversion cycle. The fractional CFO ensures the company has adequate liquidity to meet obligations and fund growth initiatives.

Burn Rate and Runway Analysis: Calculating monthly burn rate and projected runway, critical metrics for venture-backed startups. The CFO provides early warnings when fundraising becomes necessary and helps optimize spending.

Board Reporting: Preparing monthly or quarterly board packages including financial statements, KPI dashboards, variance analysis, and management commentary. The CFO presents financial results and strategic recommendations to the board.

Fundraising Support: Leading financial aspects of fundraising rounds including preparation of financial projections, data room organization, due diligence coordination, and term sheet negotiation support.

Strategic Financial Projects: Leading special projects such as system implementations, financial process improvements, acquisition analysis, or financial due diligence.

Team Development: Building and managing the finance team, including hiring, training, and developing accounting staff and financial analysts.

Banking Relationships: Managing relationships with banks, credit facilities, and other financial institutions. Negotiating terms and ensuring optimal banking arrangements.

Key Metrics Development: Identifying and tracking the most important financial and operational metrics for the business, providing actionable insights to drive performance.

Risk Management: Identifying financial and operational risks, developing mitigation strategies, and implementing controls to protect the business.

Managed Finance Operations

Accurate Record-Keeping: Systematic recording of all financial transactions including revenue, expenses, assets, and liabilities. The team ensures that all entries comply with accounting standards (GAAP/IFRS) and are properly documented.

Financial Statement Preparation: Regular preparation of balance sheets, income statements, cash flow statements, and statements of changes in equity. These reports provide stakeholders with comprehensive insights into the company's financial health.

Reconciliation Services: Bank reconciliation, credit card reconciliation, and account reconciliation to ensure that all financial records match external statements and identify discrepancies early.

Digital Asset Tracking: Specialized tracking for cryptocurrency and digital asset transactions, including proper valuation, gain/loss calculations, and compliance with emerging digital asset accounting standards.

Real-Time Reporting: Leveraging modern accounting software to provide near real-time financial visibility, enabling faster decision-making and better cash flow management.

Ideal for Technology Startups

Many technology startups reach a stage where the founder or controller can no longer handle the strategic financial responsibilities, but hiring a full-time CFO is not yet justified. BlockWise's fractional CFO service provides access to seasoned CFO-level expertise (including professionals who have served as CFO at blockchain networks and crypto exchanges) at a fraction of the cost, with the flexibility to scale engagement as the company grows. For fintech and blockchain companies, accurate bookkeeping is critical for regulatory compliance, investor reporting, and fundraising.