Services

Financial Leadership That Meets You Where You Are

Whale Rock Consulting provides fractional CFO and business advisory services — financial leadership paired with the operational guidance growth companies need to scale with intention.

Our core offering is an ongoing fCFO partnership: an embedded relationship where we get to know your business thoroughly, establish the financial infrastructure and reporting you need, and work alongside your leadership team on the decisions that matter. We also work with clients on project-based engagements.

See how an engagement works →

Engagement Models

We offer both retainer and project-based engagements, scaled to where your business is today — including entry-level models for early-stage startups, such as those operating on SBIR/STTR Phase I funding or early private investment, so financial leadership is accessible when your company is ready.

Core fCFO Partnership (ongoing)

Cash Flow, Forecasting & Reporting

Monthly financial and variance analysis, with an executive summary and clear next steps
Weekly rolling 13-week cash flow forecast with a health assessment
Annual budget process leadership and ongoing forecast updates
Financial modeling and scenario planning to support decisions under multiple conditions
KPI identification and dashboard development

Risk & Governance

Risk identification and mitigation planning
Internal controls review — accounting procedures, chart of accounts, close process
Regulatory compliance oversight

Strategic Planning

Multi-year financial planning aligned to your goals
Monthly review meetings and ongoing availability for decision support

Stakeholder Relationships

Board, investor, and lender reporting
Banking relationship support

Optional Add-On Services

Additional support, added as your business needs it.

Special Projects & Strategic Initiatives

Focused support for one-time projects, new initiatives, or periods of elevated complexity outside the scope of ongoing work.

M&A Due Diligence Support

Financial analysis, documentation, and advisory support through acquisitions, mergers, or partnership transactions.

HR Management Support

Review processes, benefits design, compensation benchmarking, retention planning.

Capital Structure & Fundraising Support

Including investor-ready financial packages, projections, and diligence preparation.

Exit Planning

Financial clean-up, EBITDA normalization, valuation analysis, and buyer narrative development; typically initiated 18–24 months ahead of a target transaction.

Tax Strategy Coordination

Modeling tax implications of key decisions in collaboration with your CPA, to reduce surprises and improve year-end readiness.

Financial System Implementation Support

Requirements definition, vendor evaluation, and oversight through accounting or ERP system transitions.

Bookkeeping & Payroll Processing

Accounts payable, accounts receivable, payroll processing, account reconciliation, receipt management, and 1099 filing.

Client Scenarios

A client came to us profitable but without a clear sense of the business behind the numbers. We helped them understand what was working, what wasn’t, and how to grow with intention.

Another client came to us after a wave of employee turnover cut into revenue. We worked through process improvements that eased the administrative burden and freed up cash, so leadership could focus on growing the client base.