HelixCFO: Financial Leadership Embedded in your Company’s DNA

CFO advisory and consulting that adapts to your business—scaling from core financial operations to executive partnership as your needs evolve.

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Strategic Financial Leadership

Executive-level financial partnership for founders, CEOs, and boards. Designed to bring clarity, challenge, and strategic insight through periods of growth, change, and complexity.

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Incentive Compensation Strategy

Compensation plans built to drive the right behavior. Aligned with company goals to support performance, accountability, and sustainable growth.

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Financial Planning and insight

Budgets, forecasts, and models built to guide decisions, not just report them. Designed to help plan ahead, manage runway, and align the team around the numbers that matter.

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Revenue Operations & Forecasting

Connecting sales, finance, and operations to drive smarter revenue decisions. Focused on sales forecasting, opportunity-to-quote optimization, and building a scalable, efficient GTM engine.

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Informed, confident Decision-Making

Financial data translated into meaningful insight. Trends surfaced, risks flagged, and key metrics highlighted to help leadership make faster, clearer, more trusted decisions.

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Finance Transformation

Lead with systems that scale. Planning, reporting, and decision-making processes built to grow with the business—not lag behind it. Designed to support structure, visibility, and strategic control at every stage.

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Financial Narrative

Where performance meets strategy. Turning financial results into clear, compelling stories that resonate with investors, boards, and leadership teams. Built to show up prepared, aligned, and in control.

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Custom Engagements

Tailored support for pivotal moments—whether it’s a financing event, strategic shift, or interim leadership need. Built to flex with the business and deliver exactly what’s needed, when it matters most.

Services