Senior finance leadership, scaled to fit your business.
A CFO, an FP&A lead and a financial analyst dedicated to your company, with a monthly cadence, KPIs and forecasts so you can make informed decisions based on reliable financial information.
Your company has grown. Has your finance function kept up?
Most companies outgrow their finance function long before they can justify a full-time CFO. In that gap, big decisions get made on incomplete information.
- You set prices, hire and invest without knowing the true margin on each product, customer or contract.
- Cash comes up short at month-end, even as sales grow.
- Your bank, an investor or a co-owner asks for projections, and no one in-house knows how to build them.
- Your accounting keeps the past up to date, but no one turns those numbers into next steps.
If two or more of these sound familiar, it's time for real finance leadership.
Your accounting tells you what happened. A CFO helps you decide what to do next.
The two roles complement each other. Plenty of companies have a good accountant and still no one looking ahead.
What accounting delivers
- Balance sheet and financial statements on statutory deadlines
- Taxes calculated and filings up to date
- Payroll and payroll taxes processed
- An accurate record of what already happened
What CFO as a Service delivers
- Management P&L by product, customer or business unit
- Cash flow forecast and scenarios
- Budget, targets and variance tracking
- Recommendations for your next decision
Already have an accountant or a controller? We work alongside your team and your current accounting firm, without replacing what already works. If you'd like to switch accounting firms, talk to one of our experts.
Three levels of seniority, one engagement.
In-house, that would be three hires. Here, it's a team that already works together and knows how companies like yours operate.
CFO
Leads financial planning, takes part in decisions with the owners and represents the company with banks, investors and the board.
FP&A
Builds the budget and forecast, analyzes results, margins and variances, and models the scenarios behind each decision.
Financial Analyst
Handles reconciliations and daily cash management, and serves as the link to your accounting and your ERP.
Every deliverable has a name, a deadline and an owner.
No vague "periodic reports." You know what arrives, when it arrives and who is accountable for each deliverable.
Management P&L
Results by product, customer or business unit, with the true margin on each.
Cash flow forecast
A view of the weeks ahead, so you see cash crunches coming and decide with room to spare.
Results review meeting
With the owners: what happened, why, and what to do next.
Budget and targets
An annual plan with targets by department and a quarterly reforecast.
KPI dashboard
Your company's KPIs in a BI dashboard integrated with your ERP.
And when you need it, support on the big decisions: fundraising, credit, investments, pricing, expansion, and conversations with banks and investors.
Up-to-date KPIs to track the business throughout the month.
We work with cloud systems, assess integrations with your company's ERP and implement our own BI and AI solutions. Your CFO decides with current data, and you follow everything on a single dashboard.
BI and KPI dashboards
Cloud system integrated with your ERP
Automation and artificial intelligence
You only pay for what you don't have yet.
The model depends on who is already on your team today, not on a one-size-fits-all package.
CFO + FP&A + Financial Analyst
For companies without an in-house finance team yet.
- The full finance and management reporting cycle
- Every deliverable on this page
- Point of contact with your accountants and banks
CFO + FP&A
For companies that already have an analyst or in-house finance staff and want the strategic layer.
- Planning, budgeting and KPIs
- Monthly results review
- Coaching and development for your team
From month one to business as usual, in four steps.
Assessment
We get to know the business, the numbers and the team. The assessment is yours to keep, even if you don't move forward with us.
Structure
Management chart of accounts, KPIs, cash flow and integration with your ERP.
Cadence
Management close, results review and budget tracking.
Evolution
Targets and forecast revisited, with new initiatives as the company grows.
Executive-level experience, right beside the decision-makers.
Solidy's partners lead the CFO team: they set the strategy for each client, review the deliverables and take part in the most important decisions.
Rocélio Tenório
Over 25 years in finance, accounting and controllership. A former C-level executive at Brazilian and multinational companies, he has led finance function build-outs, restructurings, M&A and digital transformation.
What is CFO as a Service?
CFO as a Service is fractional finance leadership: an outside CFO who works with your company on an ongoing basis, taking part in decisions, organizing financial information for management and leading planning, just as an in-house CFO would.
CFO as a Service can work alongside your company's controllership function, whether in-house or outsourced. While controllership organizes and analyzes management information, the CFO leads financial planning and supports strategic decisions, within the agreed scope.
What sets it apart from a one-off consulting project is continuity: instead of a report and a recommendation, the company gets a monthly management cadence, with clear owners and defined deliverables.
The model is the best fit for companies that have outgrown what accounting and day-to-day finance can answer, but can't yet justify a full-time CFO.
What companies ask before getting started.
Are you a finance executive who wants to work as a CFO on client engagements? Explore the CFO Partner program →
How does CFO as a Service work?
We assign an outside team (a CFO, an FP&A lead and a financial analyst) that takes over your company's financial management with the same presence as an in-house finance leader: attending meetings, tracking the numbers and owning the deliverables.
How is this different from hiring a full-time CFO?
You get three levels of seniority under one contract, with no recruiting, payroll tax or retention costs, and a team that brings proven methods and tools. The model also adjusts to where your company is today.
I already have an accountant and in-house finance staff. Do you replace them?
We don't need to replace anyone. We work alongside your accountants and your team, and the Strategic model is designed precisely for companies that already have day-to-day operations covered.
What kind of company is it right for?
Growing companies that already feel the lack of planning and KPIs but can't yet justify their own finance leadership, from small and midsize businesses to multinational subsidiaries.
Is there a minimum contract term?
The engagement is ongoing and starts with the assessment. We agree on an initial period to set up the cadence; after that, you can continue, expand or end it with advance notice.
Do you work with the ERP I already use?
Yes. We integrate with your company's system and, when it makes sense, build BI dashboards and automations on top of it.