Expert Financial Guidance
Custom tools and insights to help your business improve profitability, stabilize cash flow, and grow with confidence.
Our Services
Financial Reporting
KPI’s, variance analysis, and dashboards that provide valuable insights to make better decisions and improve profitability.
Valuation
For when you’re ready to exit or raise capital. We’ll estimate business value using financials, industry comparables, and growth projections.
Forecasting
Current and multi-year forecasts of your balance sheet, income statement, and cash flow to pro-actively address potential issues and cash shortages.
Investor Relations
Pitch decks, growth projections, and post funding management. Impress your investors and maximize their peace of mind.
Benchmarking
We utilize leading market intelligence data to understand how you compare to others in your industry, and where you can improve.
Risk Assessment
Risk can present itself in many ways and is inherent to business. The goal is to identify, understand, and take steps to reduce your exposure.
Investment Analysis
Whether it’s people, equipment, or technology, we’ll run the numbers to determine if it makes sense for your business and your goals.
Technology & Automation
Spend less time on manual tasks and more time growing your business and serving your customers. We are solution and implementation experts.
Scenario Planning
Our forecasting models allow for what-if planning. See how decisions and investments today impact your business in the future.
Scedule a free introductory call to learn how we can help your business
Who we serve
Simply put, we won’t accept a client if we don’t believe we can drive a return that far exceeds their investment in our services. We purposefully limit the number of clients we serve at any given time in order to continue the excellent level of service that we have built our reputation on.
Our Approach
As a mostly virtual operation, we serve clients across the country. Our most common clients are small to medium businesses experiencing fast growth, but struggling with cashflow and profitability. We've also consulted established businesses on exit planning, investment analysis, technology implementation, and more.
About
Theo Grine - Founder
Warner CFO services was founded in 2021 with a simple mission. Provide high quality services at a fair cost. Since then, we have helped over 75 small and medium sized entities across the country navigate the financial waters that are essential for sustainable growth and long-term success.
Theo has 12 years of experience working for major corporations in Oil and Gas, E-commerce, and Building Materials. His roles involved FP&A, M&A, and major system implementations working alongside global consulting firms. Through his work founding a K-12 educational supply startup that was sold to PE, he understands the landscape and challenges facing small and medium businesses.
FAQs
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Outsourced CFO services provide high-level financial expertise without the cost of hiring a full-time CFO. We offer strategic guidance, help you make data-driven decisions, and ensure your financial health is optimized for growth.
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We serve businesses across various industries, including technology, construction, healthcare, professional services, and startups. Our team tailors financial strategies to meet the unique needs of each sector.
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While accountants and bookkeepers handle day-to-day financial transactions, Warner CFO focuses on strategic financial management. We help with financial planning, forecasting, and high-level decision-making to drive long-term success.
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We typically work with startups and small to mid-sized businesses with $1m - $50m in annual revenue.