Fractional CFO & Operations for growing businesses

ESVP Management builds financial clarity, structure and accountability so founders and creators can scale with confidence.

We free founders from the constant financial guesswork, giving them a clear view of cash flow, profitability and runway - so they can make bold decisions with peace of mind.

What people are saying

How we work with our clients

Financial reporting

Cash flow management

Historical clean up and catch up

Month end close

Complex transactions

Sales tax compliance

Business license filings and renewals

W9 collection and 1099

Audit prep and ongoing support

Streamline internal controls and accounting processes

Accounts receivable

Accounts payable

Bill pay

FP&A

Scenario analysis

Investor ready reporting packages

Budget to actual analysis

Bookkeeping

Cap table maintenance

Strategic financial planning

R&D tax credit

Financial reporting • Cash flow management • Historical clean up and catch up • Month end close • Complex transactions • Sales tax compliance • Business license filings and renewals • W9 collection and 1099 • Audit prep and ongoing support • Streamline internal controls and accounting processes • Accounts receivable • Accounts payable • Bill pay • FP&A • Scenario analysis • Investor ready reporting packages • Budget to actual analysis • Bookkeeping • Cap table maintenance • Strategic financial planning • R&D tax credit •

CORE SERVICES

Our services

  • GAAP financials

    Chart of accounts setup and optimization

    Monthly, quarterly and annual close processes

    Board and investor ready reporting Packages

    Management reporting with department level P&L visibility

    Audit ready financials

    Monthly financial reviews

    Transaction level carve outs

  • Scalable forecasting processes and delivering insights that drive strategic decisions

    Balance strategic thinking with hands on execution, building models and processes that enable scenario planning, managing budgets, headcounts and designing reporting that communicates business performance clearly.

    Develop and manage budgets across multiple portfolio companies in alignment with company goals

    Budget to actual analysis and reporting

    Model growth and runway across different scenarios

    Variance Analysis

    Scenario Modelling

    Cash flow Management

    Headcount planning processes

    Company wide KPI’s

  • Oversee payroll operations

    HR Compliance with Federal, State and International labor and tax regulations

    Manage stock based compensation accounting

    Scalable processes for headcount planning, payroll reporting and compensation expense forecasting for FP&A

  • Build and Maintain Finance Drive

    Audit prep and ongoing support

    Establish scalable processes, systems, controls and automation tools

    Establish GAAP policies for revenue recognition, expense classification and capitalization

  • Shorten Accounts Receivable cycle

    Bill Pay

    Contractor Agreements

  • Proper Account Treatment

    Revenue recognition including contracts, service agreements, renewals, deferred revenue

  • City Business Licenses

    Secretary of State Tax Compliance

    Federal Tax Compliance

    W9 collection

    1099 filings

    Investment Basis Tracking

  • Identify where you have tax liability or establish nexus

    File Sales Tax Returns

    Remit Sales Tax Payments

  • Payroll tax credit for pre-revenue companies

    Qualified research expense analysis

    Multi-state R&D credit support

    Documentation and audit-ready support

    Year-over-year credit planning

  • SAFE Notes

    Side Letters

    Term Sheets

    Investor Data Rooms

    Investor ready reporting

    Cap table Maintenance

    Carta Maintenance

  • High net worth financial organization and planning


    Individual tax strategy and annual tax coordination

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Our company ethos

To provide entrepreneurs, creators, and business leaders with precise, transparent, and strategic financial management that empowers them to focus on what they do best. We combine technical expertise with proactive guidance to protect our clients’ financial health, uncover opportunities, and help them make confident, informed decisions in a changing business landscape.

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Embark on your journey to financial excellence by securing an exclusive appointment with our seasoned financial experts. Experience bespoke strategies tailored to elevate your financial systems.

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