About Greenleaf

A finance team built on statistics, software, and operating experience.

We founded Greenleaf to give startups and growing companies the finance function they deserve: rigorous, hands-on, and genuinely part of the team. We serve companies from pre-launch to $300M in revenue.

Who we are

Founder-led, and hands-on from the first call.

Greenleaf is an integrated finance, accounting, and analytics team. Our background spans quantitative finance, M&A valuation at a bulge-bracket bank, buy-side investing in specialty finance, and academic statistics, including faculty roles and published work behind the methods we use.

That mix is the point. Most fractional-CFO firms are accounting shops with a senior title attached. We pair a clean accounting function with the modeling and analytics horsepower to defend a forecast, pressure-test a scenario, and turn messy data into a decision.

We view ourselves as members of your team. We lead projects, we execute, and we take responsibility for delivering.
  • Grounded in PhD-level statistics and M&A valuation experience.
  • One team records, reports, and models, with no handoff gaps.
  • A proprietary codebase, 20,000+ lines, powering analyses most firms can't touch.
  • Decision-grade, not just compliant: analysis that changes what you do.
How we work

Constant communication. Always on.

Transparent, founder-friendly, and built around the way real businesses move.

Always on

We are available around the clock. When something moves in the business, we are already on it. You will not wait for the next scheduled call to hear about it.

Weekly cadence

Weekly catch-ups are essential, and we send analyses and insights as soon as they are ready. Between calls, a shared task list keeps every open item visible.

Every stakeholder

We facilitate communication across your advisors, investors, lenders, and board, so the model, the books, and the story always agree.

Our model

We grow with you.

We go broad in the early days, covering the finance function end to end when you need a whole team and can't yet hire one. As your revenue scales, we go deep, concentrating on the areas where rigor compounds.

Pricing follows the same principle. We keep it transparent and founder-friendly, and we scale our fee as your business grows rather than front-loading it.

Pre-launch to seedWhole-function coverage: books, model, cash, and first reporting.
Growth stageForecasting, analytics, and investor-ready reporting as you scale.
Scaling to $300MDeep FP&A, decision analytics, and board-grade financial leadership.
What we believe

The principles behind the work.

01

Assumptions in the open

Every forecast encodes a goal. We choose the lens with you, deliberately, and you can interrogate every number behind it.

02

The close is a feedback loop

Budget versus actual is our scientific feedback loop. We quantify the variances, own our misses, and feed them into the next reforecast.

03

Build, don't just advise

We build and own the tools, models, and systems at the center of your decisions, so the work is a lasting asset, not a slide.

Let's talk

Let's build financial momentum together.

Book a free call. We'll talk about where you are, where you want to go, and whether Greenleaf is the right fit. No pitch decks, no pressure, just a real conversation between founders.

Book a free strategy call