Financial operations built for growth-stage companies
Folio embeds senior finance professionals into your team to close your books faster, tighten your controls, and give your board the reporting it expects.
The finance function your stage requires
We work with Series A to pre-IPO companies navigating the same three inflection points: first audit, first CFO hire, and first institutional board.
Fractional CFO & Controller
Senior finance leadership on a retainer that scales with your needs. From monthly close preparation to board deck review, we act as a full internal function without the full-time headcount.
Audit readiness
We've taken 40+ companies through their first Big Four audit. We prepare your workpapers, coordinate with auditors directly, and make sure nothing slows down your close.
Financial systems & process design
NetSuite, Sage Intacct, or QuickBooks Online — we configure your system of record to match how your business actually operates, then document the process so your future team can own it.
Trusted by finance teams at growth-stage companies
"Folio had us board-ready within 60 days of our Series B close. They knew exactly what our new investors would ask for before we did."
Daniel Osei
CEO, Harrow Digital
"We'd been carrying technical accounting debt for two years. Folio cleaned it up in one quarter, handled our first audit, and left us with a team that could maintain it. Exactly what we needed."
Claire Ashworth
COO, Verdant Infrastructure
Ready to close the gap between where your finance function is and where it needs to be?
Most engagements start with a two-hour assessment. We scope the work, set expectations, and tell you honestly if we're the right fit.
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