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At Xcelerate, we are not your father’s Accounting & CFO firm.Our founders have been entrepreneurs and understand your daily challenges.
We provide insight and actionable recommendations to Xcelerate your Business!
Startup CFO & Accounting Services
Accounting & FinanceFinancial forecasts & Budgets • Monthly financial reporting with CFO guidance
GAAP-compliant, audit-ready financials • Board reporting & presentations Treasury • Tax planning & preparation • Accounts Payable
Accounts Receivable • Custom Services
Strategy & CFO SupportAdvisor to CEO and senior management team member
Guidance and support in all functional areas of the businessFundraising & Investor relations
Strategy retreat facilitation & progress trackingCost structure benchmark & recommendations
Optimize monetization and revenue streamsPriority planning for resource allocation
Operations & Growth ManagementOperational Key Success metric (KPI) dashboard • Process & Infrastructure
Systems recommendation & Implementation • Internal control programsInsurance coverage evaluation
Business development & customer acquisition recommendations
XCELERATE FINANCIAL LLCin fo@Xceleratef inancia l .comwww.xceleratef inancia l .com
©2015 Xcelerate F inancia l . A l l r ights reserved.
• Metric-driven financial forecasts and budgets
• Operational KPI dashboard
• Optimize monetization
• Priority planning for resource allocation
• Board reporting and presentations
• Investor relations/Fundraising/Financing
• Process, Infrastructure, and systems recommendations and planning
• CFO Monthly review to discuss financials and future planning, with
benchmarks and recommendations
• Monthly financial reporting: GAAP-compliant, audit-ready P&L, balance sheet, and cashflow
• COA structured for optimal reporting based on business needs
• Time tracking for revenue and cost tracking
• Bank account and credit card coding
• Invoice processing and coding
• Revenue & Expense accruals
• Bill payments
• Collections
Accounting Services
Optional CFO Support
XCELERATE FINANCIAL LLCin fo@Xceleratef inancia l .comwww.xceleratef inancia l .com
©2015 Xcelerate F inancia l . A l l r ights reserved.
Investor-Ready Preparation
Pitch Presentation• 10-12 page pitch deck review and/or creation
• Vision, Problem, Solution, Demo, Market, Competition, Traction, Milestones,
Marketing plan, Team, Financials, Use of funds
Investor Relations• Warm introductions to Investors
• Pitch meetings representation
• Due diligence meetings
• Due diligence review & support
XCELERATE FINANCIAL LLCin fo@Xceleratef inancia l .comwww.xceleratef inancia l .com
©2015 Xcelerate F inancia l . A l l r ights reserved.
Fundraising Financial Model• 3-5 year time horizon
• Monthly Financial Statements
• P&L, Cashflow, Balance Sheet
• Assumptions page with live assumptions for real-time, sensitivity analysis
• Use of funds
• User economic calculations including Lifetime Value, Customer Acquisition Cost
• Optimize monetization
• Capital Expenditure plan with depreciation
• Department plans with cost structure recommendations
• Flexible hiring schedule with resource prioritization