CFO services, Financial Advisory for Startups and Scale-ups

Access comprehensive, easy-to-understand CFO reports with just one click. Streamline your financial analysis, make smarter decisions, and focus on growing your business with actionable insights right at your fingertips.

Transform Results

What if you could make data-driven decisions to achieve results like these?

40%

Increase In Sales

35%

Increase In Cashflow

100%

More Peace Of Mind

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Problems

Is this you?

Imagine this: After tirelessly dedicating countless hours, sleepless nights, and a significant portion of your hard-earned savings into building your business, you’ve finally reached a point where things are looking up.

Your company is gaining traction in the market, your revenue is climbing, and you’re starting to think about scaling up and expanding your horizons. The dream is becoming a reality—until one day, everything seems to come to a screeching halt.

You receive a call from your accountant, and the news isn’t good. There’s a discrepancy in your financial reports, a mistake that could have serious implications. You thought you had everything under control, but now you’re staring down the barrel of missed deadlines, inaccurate data, and a potentially devastating financial setback.

Suddenly, the freedom you felt just a few moments ago seems like a distant memory. You’re overwhelmed with the sheer amount of time and effort it takes to sift through mountains of financial data, trying to make sense of numbers from different sources.  The dream of focusing on strategic planning and visionary growth? It’s buried under a pile of fragmented information and endless spreadsheets.

Your stress levels soar as you scramble to find answers, knowing that any delay in resolving these issues could lead to severe consequences—missed opportunities, financial penalties, and even a loss of credibility with stakeholders and investors.

It feels like you’re stuck in a never-ending cycle of firefighting, with no clear path to navigate through the complexities of financial management. The pressure to make the right decisions is immense, and you’re constantly second-guessing whether you’re truly getting the insights you need to steer your company towards success.

And here you are, wondering if there’s a way out of this tangled web of financial confusion…

Unlock Potential

Isn’t it time for you to have the freedom to be the best leader you can be?

unlock
Obstacle 1

“I don’t need data. I trust my gut. It has served me well”

You should hold on to your gut, it is your superpower, but it shouldn’t prevent you from growing. Let me explain.

Your “gut feeling” is the summary of your past experiences.

It puts you in the 1% of people, and frankly, it’s the #1 reason that got me to build Alex the CFO, in the 1st place: to rub shoulders with and learn from people like you.

All I ask is that you make it your fuel, instead of your curse.

Data-driven insights further empower you, they enable you to achieve greater heights. They are the vitamins of your gut feeling.

Data-driven decisions are the bridge between where you are today, and where you would like to be.

Obstacle 2

“I know my numbers, they’re all in my head”

I understand that you had to develop a keen eye for financial management in the early days to get a grip on things.
“What got you here, will not get you there.”

By keeping the numbers in your head, you do not create the space required to be the true CEO you, your clients, your employees and your family needs you to be.

By keeping numbers in your head, you prevent other key players in your organization to be empowered and become accountable to tracking and managing certain KPI.

By keeping numbers in your head, you are being your number 1 obstacle to becoming the leader you want to be.

It is time to let go, so you can grow.

Obstacle 3

“Financial management is expensive”

I would argue that lack of financial management can be exorbitantly expensive.

What is the cost of important things falling through the cracks?

What is the cost of not getting financing due to poor financial procedures?

The truth is: the right financial management team pays for itself rapidly via rapid increased growth, enhanced cashflow strategies and improved margins.

These are the three stars that guide our work at Alex the CFO starting day 1.

Our internal secret objective is to pay back our investment within the first 3 months of hiring.

Hi!

I’m Samer,

I’m originally from tiny/ mighty Lebanon and now live in Paris, France with a wife and 2 kids.

They say if you can build a business in an environment that is as rough as Lebanon’s, you can make it anywhere.

I don’t know that that’s true, but I know that “resilience” is a theme that underpins my approach to financial management.

It is why I launched Alex the CFO, to enable visionary entrepreneurs to feel empowered to lead. I truly believe that their ability to turn ideas into reality makes our world a better, hopeful place.

And I did so with close to 50 groups (over 105 companies) in 13 countries and 30+ industries. My team and I have seen it all from real estate to tech and hospitality. Tech and tech-enabled businesses remain our most comfortable playground.

By now, you’re thinking that you need to take some action to begin that journey of transformation. I am convinced that you can do it. If I did, anyone can.

I’ve become CFO after my first venture flopped, leaving me stranded with a payroll I couldn’t pay, debt I couldn’t service and shattered dreams that I couldn’t… unshatter.

I felt like a failure and decided that I would never go thorough that again. And that no one else who crossed my path would, either. Now that you are on my path, let’s get your finances on track, shall we?

Let’s get your finances on track.

We can show you everything that is really required to achieve more cashflow, more profits and higher valuations.

The Alex the CFO fractional CFO services

For ambitious business leaders who are ready for the next big thing

A 30-day Cashflow Accelerator Program

A 1-click CFO report with operational KPI

A monthly CFO meeting with actionable insights

Transformative impact

See how our clients have achieved remarkable growth and financial clarity.

Alex the CFO tech stack

Clients case studies

Real-World Success from Ambitious Business Leaders

Case Study 1

$150,000 Saved in Currency Exchange

  • Problem: A client in Healthtech was losing profits due to high foreign exchange fees while converting $6M into EUR using traditional banks.
  • Solution: Switched to Wise.com for currency exchange, significantly reducing fees.
  • CEO’s Goal: Save costs without operational disruptions.
  • Results: Saved $150,000 (2.5% of the total transaction).
  • Important KPIs: 2.5% fee savings, improved cash flow.
Case Study 2

2X EBITDA for an Online Logistics Platform

  • Problem: A B2B2C logistics platform with five legal entities in the US and Canada lacked consolidated financial oversight, leaving shareholders insecure.
  • Solution: Implemented 1-click CFO reports, offering real-time insights and reallocating ad spend.
  • CEO’s Goal: Increase investor confidence and maximize EBITDA.
  • Results: EBITDA doubled within 12 months; board confidence was restored.
  • Important KPIs: EBITDA growth, Return on Ad Spend (ROAS).
Case Study 3

$5M Raised by an International Restaurant Group

  • Problem: : A restaurant group with 24 legal entities across Europe and the Middle East lacked a unified financial view.
  • Solution: Developed consolidated 1-click CFO reports for real-time data access.
  • CEO’s Goal: Provide a clear, bird’s-eye view for executives and investors.
  • Results: Raised $5M in six months, aided by improved financial transparency.
  • Important KPIs: Fundraising, real-time financial insights.
Case Study 4

Streamlining Reporting for a UAE B2B SaaS Company

  • Problem: Disparate financial data from Xero and Google Sheets hindered decision-making.
  • Solution: Centralized financial and non-financial data into one dashboard, delivering daily visualizations.
  • CEO’s Goal: Create a single source of truth for faster decision-making.
  • Results: Improved runway management, investor confidence, and readiness for fundraising.
  • Important KPIs: Data accuracy, decision-making speed, improved investor confidence.
Case Study 5

Real-Time Sales Insights for a European Manufacturing Company

  • Problem: : The company needed real-time insights across 40 countries to track sales by brands, categories, and regions.
  • Solution: Created a PowerBI dashboard aggregating sales data, enabling tactical profit-enhancement strategies.
  • CEO’s Goal: Empower stakeholders with real-time KPIs to drive decisions.
  • Results: Daily-accessed dashboard allowed for proactive, data-driven decisions.
  • Important KPIs: Sales performance, profit-enhancement strategies.
Case Study 6

Boosting Profitability for a Canadian Distribution Company

  • Problem: The company couldn’t identify profit-losing orders in real-time, hindering corrective actions.
  • Solution: Used Procreo to establish real-time notifications and pricing adjustments.
  • CEO’s Goal: Identify and correct negative-profit orders proactively.
  • Results: +2% boost to the bottom line within six weeks.
  • Important KPIs: Profit margin improvement, real-time alerts.
Case Study 7

B2B SaaS Startup Raises $2M and Triples ARR

  • Problem: A B2B SaaS startup lacked comprehensive SaaS KPI tracking and struggled to prepare for a funding round.
  • Solution: Implemented a financial overhaul with four key deliverables: KPI tracking, financial reports, forecasting, and SOPs.
  • CEO’s Goal: Maximize valuation before the next funding round.
  • Results : Raised $2M and tripled ARR within two years.
  • Important KPIs: ARR growth, SaaS-specific KPIs (NDR, CAC, MRR).

How the 3-day cashflow accelerator program works

This time-tested framework is designed to generate tangible results fast. Our team of financiers will dig into your data to uncover hidden trends, understand where you stand and suggest a path forward.

Over the course of 30 days, we will work to build your first 1-click CFO report:

The following months are all about granular & consistent improvements that drive exponential results

We work with you and your team to calibrate the strategy, to review your numbers and to help you make smarter data-driven decisions. This is about committing to your success and implementing monthly actions to see them through.

You are ready to join us if…

Your company is growing and it’s growing fast.

As you scale, ensuring your financial systems are robust and adaptable is crucial to sustaining this momentum. We provide tailored financial strategies that not only support your current growth but also prepare your business for future challenges and opportunities.

You have had bad previous experiences with previous financial services hires.

It can be frustrating to deal with untrustworthy or inefficient financial advisors who don’t meet your business’s needs. At Alex the CFO, we prioritize transparency and reliability, ensuring you have a partner who understands your unique challenges and is committed to your success.

You understand that investing in people will help you achieve better results.

By building a strong, capable team, you’re laying the foundation for sustainable growth and innovation. At Alex the CFO, we help you leverage this investment by providing financial clarity and strategic guidance, ensuring your team has the resources and direction they need to succeed.

You are ready to be the leader you were meant to be.

With the right financial insights and strategic guidance, you can confidently steer your company towards success. At Alex the CFO, we empower leaders like you with the tools and expertise needed to make impactful decisions and inspire your team.

You know that you really cannot and should not do it all.

Trying to manage every aspect of your business alone can lead to burnout and missed opportunities. By partnering with Alex the CFO, you can delegate financial responsibilities to experts, allowing you to focus on what you do best: leading and growing your company.

You secretly worry that what you’ve built may crumble if you don’t plan better.

Without solid financial systems and processes, even the most promising business can face instability. At Alex the CFO, we specialize in fortifying your company with robust financial frameworks, giving you peace of mind and a strong foundation for continued growth.

“CEOs ultimately want to make smarter data-driven decisions and have the confidence to report to their investors and raise their company’s valuation.”

Some excellent questions you may have

Born from a background in entrepreneurship and angel investing, we grasp the core essence of what drives founders and builders. This unique insight enables us to work seamlessly with them, leveraging our proven track record to deliver consistent results. We dive deep into understanding your goals and ambitions, aligning them with key performance indicators to tell the story behind the numbers.

If you don’t have a good bookkeeper, securing one should be your first step. However, our focus extends beyond basic bookkeeping. If our services aren’t within your budget, we recommend you not proceed, as our initial review will clarify this. We partner with you to align today’s decisions with your future goals, transforming your company into a data-driven decision-making powerhouse. Our aim is to deliver a positive ROI on our fees swiftly. Should you find that our partnership isn’t the right fit, you’re free to discontinue our services at any time, with no long-term contracts.

CFO services are crucial for maintaining your business’s financial health at every stage of growth. Even in times of success, staying vigilant about financial stability is key to sustaining your momentum. A customized investment strategy is vital for protecting your finances and driving future growth. It’s always best to have a solid plan in place before you start; correcting mistakes down the line can be significantly more expensive than building a strong foundation from the outset.

Get your 1-click CFO-grade financial planning and reporting service.

Impress your investors, make smarter decisions and 10X your company valuation.

Take Action Now.