SaaS Fractional CFO | Financial Strategy for Growing Tech Companies
Financial strategy built for growth-stage tech companies.
Scale Smarter. Spend Wiser. Stay Fundable.
SaaS growth moves fast — your finance strategy should too. Birdie Financial provides fractional CFO services for SaaS companies that help you understand your metrics, extend your runway, and plan for funding with confidence.
Our Omaha-based team serves tech founders nationwide, combining data-driven forecasting with clear financial storytelling investors love.
The SaaS CFO Difference
Beyond Bookkeeping — Strategic Finance That Fuels Growth
Traditional accountants look backward.
A SaaS fractional CFO looks forward — modeling scenarios, optimizing cash flow, and aligning your metrics to investor expectations.
We help you:
Build ARR/MRR dashboards that actually drive decisions
Track CAC, LTV, and payback periods for sustainable growth
Model fundraising and burn-rate scenarios
Implement revenue recognition and deferred-revenue tracking
Create board-ready financial decks
How Birdie Financial Supports Tech Founders
Fractional CFO Services for Every Stage
Early-Stage (Pre-Seed to Series A)
Establish metrics, build investor confidence
Cash-flow forecasting
dashboard setup
pitch-deck financials
Growth (Series A – C)
Optimize scaling and resource allocation
Scenario modeling
Budget vs. actual reporting
Hiring plans
Established SaaS
Profitability & expansion
Unit-economics analysis
Multi-entity reporting
Exit prep
What You Get with Birdie Financial
-
Stay investor-ready with dynamic dashboards that visualize ARR, CAC, and LTV in real time.
-
We help you translate metrics into compelling, credible financial narratives for pitches and board updates.
-
We integrate with your existing tools — QuickBooks Online, Ramp, Bill.com, Stripe, and HubSpot — to automate reporting and ensure data integrity.