Fractional CFO · San Francisco Bay Area
Finance leadership for founders who’ve outgrown the bookkeeper
Northline Advisory gives founders of $2M to $30M companies senior finance leadership on a fractional basis: a monthly close you can rely on, cash forecasting, board-ready reporting, and finance that doesn’t live in one person’s head.
15 years
in practice
CPA, California
Former VP Finance at two venture-backed companies
MBA, UC Davis
15 years in practice
Online appointments
Services
Three ways to work together, each built for founders who have outgrown the bookkeeper and don’t need a full-time CFO yet.
Fractional CFO
Monthly close review, cash forecasting, board-ready reporting and a standing weekly call.
Fundraising prep
Model, data room and narrative for a seed to Series B round, built with you over 6 weeks.
Finance function setup
Tools, process and the first hire, so the numbers stop living in one person’s head.
40+
companies advised
$120M
raised with our models
How we work together
01
Intro call
We talk through your company, your current setup and what you need from finance. You decide whether it’s a fit.
02
Pick the engagement
Choose fractional CFO work, fundraising prep or finance function setup, based on where your company is today.
03
Start the work
We set the cadence, including a standing weekly call for fractional CFO clients, and work online from there.
Hi, I’m Dan.
I’m a CPA with 15 years of experience, including two VP Finance roles at venture-backed companies. I started Northline Advisory to give founders senior finance leadership without a full-time hire. I work online from the San Francisco Bay Area.
Testimonials
What clients say
Words from founders who have worked with Northline Advisory.
Dan turned our monthly close from a two-week scramble into a three-day routine, and the board finally trusts the numbers.
Priya S., CEO, Series A SaaS
The model he built got us through diligence without a single surprise.
Marcus L., Founder
Fees
| Fractional CFO, monthly | from $4,500 |
| Fundraising prep, 6 weeks | $12,000 |
Questions about fees? Ask on the first call.
Recent writing
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Fundraising Prep: What Six Weeks Looks Like
Raising a seed to Series B round takes more than a deck. Here is how model, data room and narrative come together over six…
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When to consider fundraising prep
Signs that fundraising prep might be the right next step.
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How fractional cfo works here
A plain-English look at fractional cfo: who it is for and how it starts.
Ready to talk numbers?
Book an intro call to talk through your company, your finance setup and which service fits. Calls are held online.
