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Our 30 Second Elevator Pitch

You are a CEO of a business between 5-200 employees and spending over 50 hours a week working in your business. You get financial statements from your bookkeeping firm but spend less than a few minutes before filing it away.

You know you need a financially savvy partner who understands your business; someone who can show you the ROI of a potential investment, or financially plan for projects you want to pursue. 

We are the forward looking financial partner who can help you plan and monitor the goal that matters the most, so that you can plan ahead with confidence.

Our Team

Our team consists of experienced finance and accounting executives,  ex-founders of high growth companies. The team has credentials including CPAs, CFAs, former investment bankers and CFOs.

Our Approach

We start with getting an understanding of your business goals and customize a scalable solution to set your business up for success with an action plan. In the entire process, you, the CEO, are in the driver's seat, making decisions while we equip you with the financial insights needed for you to take the business to the next level.

Who we are

A word from the President of Trusted CFO Partner

My name is Donald Chu, and I am the Founder & President of Trusted CFO Partner. With over 20 years of experience in senior financial management, I have led startups and small businesses navigate financial decisions to position them to grow.

Our team's expertise lies in helping startups and SMEs (Small and Medium-sized Enterprises) align their strategic focus and help them plan financially. We help handle your finances, so you can focus on growing your business.

Feel free to explore some of the services below , or reach out to me and my team. We would love to hear from you.

Donald Chu - Founder & President of Trusted CFO Partner

TRUSTED FRACTIONAL CFO SERVICES

CFO / Controller

Customized Analytics

Customized Analytics

  • Cashflow forecasting and ongoing monitoring
  • Monthly reporting 
  • Financials review
  • Revenue projection
  • KPI Dashboard review 
  • Financial growth strategy

Customized Analytics

Customized Analytics

Customized Analytics

  • Identify and track your "North Star" metric customized to your business
  • Identify metrics that supports the "North Star" metric
  • Track team activities that work towards the "North Star" metric
  • Work with sales leaders on pipeline review and revenue projections

Risk Management

Customized Analytics

Startup Fundraising Preparation

  • Identify and mitigate potential business risks 
  • General Risk assessment and analysis
  • Ongoing risk monitoring 
  • Insurance cost assessments 

Startup Fundraising Preparation

Startup Fundraising Preparation

Startup Fundraising Preparation

  • Fundraise Strategy
  • Financial Modelling and Pro-Forma
  • Prepare Data Room for investors
  • Setup KPI tracking dashboard
  • Pitch Deck Review and Consultation

Pre-IPO Support

Startup Fundraising Preparation

Business Process Digitization

  • IPO readiness services 
  • Corporate secretary services 
  • Attend board meetings as acting CFO 
  • Prepare board financial materials and presentation
  • Assist in preparation of Management Information Circular and Annual Information Form

Business Process Digitization

Startup Fundraising Preparation

Business Process Digitization

  • Evaluation of current business processes
  • Find opportunities to improve business process efficiency
  • Digitize back office operations with cloud financial softwares
  • Vendor vouching process and evaluation

Reviews

Contact Us

Drop us a line!

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Email us your questions

Whatever stage your company is in, we would love to hear how we can help. We are based in Orange County, California and can take on clients in any US state and Canada.

Trusted CFO Partner

Based in Orange County, California info@trustedcfopartner.com

Hours

Open today

09:00 am – 05:00 pm

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