Lead with foresight. Plan with precision.
Yield’s CFO Services help founders make confident, data-backed decisions, from hiring to fundraising. Gain the clarity to navigate growth without losing control.

What CFO Support Enables
Financial visibility changes everything. When you can see what’s ahead, you can plan every move, from hiring to fundraising, with confidence.
Know your runway before it runs out
See exactly how long your cash will last and how hiring, pricing, or funding changes affect your timeline.
Turn your numbers into insights you can act on
Translate financial data into smart, timely decisions about growth, hiring, and pricing.
Stay ahead of every decision
Build a financial roadmap that keeps you in control as your business evolves.
What You Get With Yield CFO Services
Budgeting and cash flow clarity
Every founder, entity, and growth stage is different. We build your plan from the ground up.
Forecasts that answer the what-ifs
Understand how hiring, spending, or funding choices shape your runway before you make them.
KPI reporting that tells the story behind your numbers
Live dashboards that highlight the metrics driving your results, and the context to act on them.
Ongoing strategy sessions with your CFO
Meet regularly to translate insights into next steps and keep your plan current as you grow.
Investor-ready reports and financial storytelling
Show up to fundraising and board meetings with clean, defensible numbers and a clear narrative behind them.


Clarity in your numbers. Confidence in your decisions.
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Free yourself from payment chaos and know everything’s handled the right way.
More Ways We Support You
At Yield, every financial building block, from bookkeeping to payroll, supports the strategic work of your CFO team. When everything stays in sync, decisions are clearer and growth is easier to manage.
Bookkeeping
Your financial foundation starts here. Clean, reconciled books that make every other service possible.
Tax Prep & Compliance
On-time, accurate filings for federal, state, and franchise taxes. No last-minute stress.
Tax Planning
Make sure you pay exactly what you owe, no more, no less, and keep your cash flow predictable all year.
Payroll
Reliable payroll processing that keeps your team paid and compliant.
Accounts Receivable / Accounts Payable (AP/AR)
Streamlined invoicing and vendor management that keep your cash flow steady.
FAQs
Yes. CFO Services rely on accurate, up-to-date books so every forecast and decision starts from real numbers.
We meet as often as your business needs, and you’ll always have visibility between sessions through shared dashboards and proactive updates.
Yes. We create and maintain investor-ready reports, forecasts, and financial narratives to help you raise confidently and communicate clearly with your stakeholders.
You get the experience of a full finance team, without the overhead. Because we manage your bookkeeping and systems too, your CFO always works from real, connected data, not spreadsheets or guesswork.
Ready to turn your numbers into strategy?
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Free yourself from payment chaos and know everything’s handled the right way.