Who We Help

The Challenge:
Startups move fast — but finances often lag behind. Founders juggle product development, fundraising, and growth while struggling with cash flow, unclear unit economics, and investor reporting. Many don’t know if they’re burning money too quickly, or if they’re truly on track to scale.

How We Help:
WiseCFO acts as your financial co-pilot. We set up smart systems, track your burn rate, build forecasts, and create investor-ready reports. With real-time financial insights, you can focus on growing your startup while we make sure the numbers work behind the scenes.

The Challenge:
Running a small business means wearing many hats — and finances often get pushed aside. Owners struggle with cash flow, taxes, and knowing if they’re truly making a profit.

How We Help:
We handle bookkeeping, reporting, and forecasting so you always know where you stand and can focus on growing your business.

The Challenge:
Consultants, agencies, and service firms often struggle with irregular billing cycles, unclear project profitability, and uneven cash flow.

How We Can Help:
WiseCFO delivers clear reporting, tracks margins, and builds forecasts so you can focus on clients while staying financially strong.

The Challenge:
Retailers and consumer goods businesses face tight margins, seasonal demand shifts, and complex inventory management. Without real-time insights, it’s easy to lose track of profitability.

How We Can Help:
WiseCFO provides clear financial reporting, tracks sales and margins, and builds cash flow forecasts so you can manage inventory wisely and grow with confidence.