408.839.1877 sam@sfbaycfo.com

Our Services

Our services accelerate your business.


Our services accelerate your business. 


Members of SF Bay CFO are independent consultants who are committed to maintaining the highest level of service, integrity and ethical standards.

Growing your business requires a thorough understanding of your financial health. It’s more than just looking at the numbers. It’s asking the tough questions and facilitating crucial decisions. And at SF Bay CFO that’s just what we do. We roll up our sleeves and look at all aspects of your business to identify areas for improvement and opportunities for growth.

Our services are tailored to meet the specific needs of your business, and are based on more than 50 collective years of financial, operations and business ownership experience.

Our services include:

Business Analysis

Financial analysis
Operations review
Gross profit optimization
Risk management

Plan Execution

Cash management
Working capital management
Raising capital
Financial reporting and controls
Financial forecasting
Hiring and training finance and accounting staff
Administering stock option issuance and tracking
Managing outside relationships with independent accounting, tax and legal advisors

Business Strategy

Strategic planning
Financial planning
Establishing pricing policies
Developing long term exit strategies and plans