Know your burn rate, runway, and margins at a glance
Whether you’re getting organized or gearing up to scale. We simplify your finances so you can move forward with clarity.
Find The Right Solution For You
Strategic Planning & Forecasting
Once you’ve got the basics down, it’s time to plan ahead. The Growth tier gives you the tools to forecast cash, track your budget, and understand how each part of your business is performing. You’ll stop guessing and start making decisions with confidence, whether it’s hiring, launching, or taking your next big step.
Forecasting Made Easy
See how much cash you’ll have in 1, 3, or 6 months up to 5 years out, so you can plan hires, launches, or runway with real numbers.
Budget vs. Actuals
Compare your actual spend to your budget each month, so you can spot overspending early and adjust before it becomes a problem.
Finance Manager Support
Know exactly what’s making you money and what’s costing you, so you can double down on what works and cut what doesn’t. Slack and video calls are included in this tier.
Custom Dashboards
Track cash, burn, runway, and revenue in one clear dashboard—consolidated with data from your marketing tools and CRMs.
We bring clarity to your finances.
Accurate forecasts. Predictable growth. Peace of mind for every decision.
Know exactly where your money’s going
No more stress trying to figure out your finances. You’ll get clean, simple reports that show you exactly what you’re earning and spending—so you can stop wasting time in spreadsheets and focus on running the business.
Predict cash flow and stay ahead
You’ll know how much money you’ll have next month and where it’s going, so you can make smart choices about hiring, investing, or pulling back before there’s a problem.
Showcase your numbers with confidence
Clear, up-to-date financials help you communicate better, make faster decisions, and earn trust across your team, no scrambling, no second-guessing
Gain instant access to your finance manager
No more digging through spreadsheets or decoding jargon. Your finance partner is one Slack message away ready to cut through the noise.
Real growth stories from teams like yours
David’s financial expertise and genuine belief in our vision have made him an invaluable, committed partner as our fractional CFO.
Moe Bajbaa
Founder of Proud Angeles
We helped Proud Angeles improve cost forecasts by 25%, cut month-end close time in half, and extend runway by four months through a custom three-statement model, automated reporting, and polished partnership decks.
Second time using David for some tasks that I just did not have any time to complete myself - HIGHLY recommend and I will be using him again in the future.
Kurtis Cummings
Owner of Switchyard Brewing
We helped Switchyard Brewing Company refine cost forecasting, streamline monthly reporting, and uncover hidden savings by deploying a brewery-specific forecasting tool and intuitive dashboards.
David added immediate value, quickly grasped the industry, and collaborated seamlessly. His Excel expertise and responsiveness have made him a go-to resource across multiple projects.
Tim Tichenor
CFO of Mainstream Fiber Networks
We helped Mainstream Fiber Networks streamline budgeting and forecasting for their fiber network projects by building a custom Excel model tailored to their services and iterating rapidly on team feedback.
David was an excellent resource. He is very knowledgeable and is a rare find. Was able to work through this project and met all deadlines. I plan on using him much more in the future.
Vadim Leybel
Founder of Cast Capital
We helped Cast Capital Funding improve its financial planning by implementing a tailored forecasting model and automating cash-flow analysis.
Working with David and his team was a great experience fractional CFO advice, financial modeling, and timely reports were invaluable for my startup.
Denise Fesdjian
Founder at Seeds & Shell
We helped a lean team scale their finances without adding headcount. From forecasting to cash flow tracking, we set up a lightweight financial system that matched their pace.
David at WiseFi was the perfect fit fair pricing, highly responsive, and genuinely supportive. I’d highly recommend him for financial modeling or pitch deck support.
David Pearl
Founder at Catch a Captain
We equipped Catch A Captain with a stellar business plan and financial model to position them for future funding.
Incredible finance professionals. Very thorough and sophisticated. Wisefi not only creates financial depth, but they also provide incredible feedback and advice on important business and finance decisions. We will continue to work with Wisefi as we launch and begin operations. Highly recommended! Five stars.
Nicole Kasten
Founder at Sur le Parcours
We provided Sur le Parcours with a comprehensive business plan and financial model designed to strengthen their position for upcoming funding opportunities.
Wisefi helped us stabilize and restructure our financial operations, putting disciplined controls and reliable reporting in place. We gained clear visibility into job costing, overhead, margins, cash flow, and the balance sheet—turning complex data into actionable strategy and better decisions. An exceptional partner.
Tyler Cottrell
Founder at Green Mountain
We partnered with Green Mountain to stabilize their finances—implementing tighter controls, cleaning up reporting, and improving job costing and margin visibility. The result: better profitability, stronger pricing discipline, and a scalable foundation for long-term growth.
David has been instrumental from our inception to success—handling everything from financial planning to advanced modeling with flexibility and efficiency. He’s positive, friendly, and highly recommended.
Matt Oden
Execify
We helped Execify grow from inception to a successful global software business by providing end-to-end financial support—including financial planning, book closing, system configuration, workflow setup, and advanced financial modeling.
David is a true professional, exceeded all my expectations and brought more value than I was even asking for. I will use him for all of my future needs!
Robert Beck
COO at Kabert Industries
We integrated Kabert Industries’ trip platform with Google Sheets to auto-generate charter and signature sheets, eliminating manual data entry and saving the team 16+ hours a week to focus on higher-value work.
David exceeded expectations with a detailed, professional financial model delivered early. His responsiveness and quality make him highly recommended.
Tamika Gaten
Founder of GlamRUs
We helped GlamRUs secure $1M in funding by streamlining forecasting, accelerating reporting, and optimizing cash flow with a custom three-statement model delivered ahead of schedule
David provided exceptional financial analysis and strategic insight for my e-commerce business. His thorough approach and attention to detail were invaluable. Highly recommend!
Adiam Eyasu
CEO of Vitalume
We helped Vitalume enhance financial visibility, streamline budget planning, and optimize cash flow by crafting a bespoke financial framework and interactive dashboards.
The best, smartest, most insightful financial modeler I have ever worked with. Highly recommend.
Joe Culotta
CEO of Inside Sales Staff
We helped Inside Sales Staff sharpen revenue forecasts, automate commission reporting, and align hiring plans with growth targets by developing a custom financial model and real-time dashboards.
Wisefi built detailed financial projections and added real value with industry-specific insights. His independence, precision, and positivity made the project seamless.
Yosef Milstein
Schoolset
We built a detailed financial model and designed a five-year projection to support the expansion of an already successful software business. Using this framework, we executed a multimillion-dollar raise.
Wisefi worked swiftly and got us to the finish line before our deadline. Definitely will be using them in the future!
Amber Washington
WeFoods Inc
We developed a comprehensive financial model and created a five-year projection to guide the company’s long-term strategy. Despite being a pre-revenue business, we successfully executed a multimillion-dollar raise, securing the capital needed to drive growth and scale operations.
Your Partner in Finance
From your first sale to your first raise, we meet you where you are. Whether you need clean books, cash flow forecasts, strategic models, or investor-ready reports, we’ll help you move with clarity, confidence, and control.
Book a Free Discovery Call