Address: 140 Broadway, New York, NY 10005, United States

Mail: contact@rocketbookkeeper.com

Phone: (332) 378-6724

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Watch: How We 10x'd a Founder's Fundraise in 90 Days

Your business is ready to scale. Is your financial strategy?

The Rocket CFO embeds senior-level financial leadership directly into your business—no recruiting, no equity, no delays. Just strategic clarity from day one.

 
 

Most CEOs don't know they're leaving millions on the table until it's too late. The Rocket CFO gives you the financial leadership that closes funding rounds, eliminates burn, and builds enterprise value—starting in 10 days.

 
 
 
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No commitment · 60-minute session with a senior CFO · US companies only.

 
 
 

$2B+

Capital Raised for Clients

150+

Engagements Completed

98%

Client Retention Rate

    The Rocket CFO

    Get Your Finances

    Off the Ground

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    The CFO Your Business Deserves — On Your Terms.

    About Us

    Fueling Your Financial Success

    At Rocket CFO, we believe every business deserves access to world-class financial leadership — not just the Fortune 500. We’re a fractional CFO and financial planning & analysis firm built for ambitious companies that are ready to grow smarter, not just faster.

    Operating from 140 Broadway, our certified team works with business owners across all five boroughs to build organized, accurate, and functional financial systems. We focus on the numbers so our clients can focus on running their businesses.

    Good bookkeeping is not a luxury. It is the foundation of every sound business decision.

    Our Services

    Every discipline A CFO Masters.

     

     
     

    Strategic Financial Leadership

    We anchor your executive team with CFO-level strategic guidance—translating business vision into financial frameworks that boards trust and investors fund.

    Fundraising & Capital Strategy

    From Series A to late-stage growth equity—we build your financial story, model your unit economics, and lead investor conversations alongside your team.

    Cash Flow & Treasury Management

    Cash is oxygen. We engineer runway, optimize working capital, and build systems that give you clarity and confidence at every stage of growth.

    Financial Modeling & Forecasting

    We build enterprise-grade financial models that power your decisions—scenario planning, sensitivity analysis, and dynamic forecasting your team can actually use.

    M&A and Exit Advisory

    Whether you're acquiring a competitor or preparing for a strategic exit, we guide you through valuation, due diligence, negotiations, and deal structuring.

    Finance Team Build-Out

    We design and build your internal finance function—hiring, tooling, process design, and mentorship—so that when you're ready for a full-time CFO, everything is in place.
    Who We Serve

    Built for leaders who are Playing To Win.

    From monthly financial reviews to complex M&A support, here's what fractional CFO services with Ryan Hall, CPA look like in practice.

     
     
     
     

    Venture-Backed Startups

    Seed through Series C companies navigating rapid growth, investor relations, and capital deployment decisions.

    Founders Preparing for Exit

    Owners 12–36 months from a sale who need clean books, compelling narratives, and maximized enterprise value.

    PE-Backed Portfolio Companies

    Operating companies requiring board-ready reporting, EBITDA optimization, and performance management under PE ownership.

    Bootstrapped Scaleups ($5M–$50M ARR)

    Founder-led businesses that have outgrown informal finance and need institutional-grade leadership without institutional overhead.

    Engagement Options

    Transparent pricing. Exceptional returns.

    Monthly retainer engagements priced by scope — no surprises. Project-based and hourly options also available.

     
     
     

    Essential

    Financial Foundation

    $ 1800 /Month
    • For companies that need strong CFO oversight but aren't yet at the scale of a full strategic partnership.
    • Dedicated fractional CFO (up to 20 hrs/mo)
    • Monthly financial close & reporting
    • Cash flow forecasting & monitoring
    • Board deck preparation
    • Quarterly strategy sessions

    Growth

    Strategic Partnership

    $ 5400 /Month
    • Full strategic CFO partnership for companies actively scaling, fundraising, or navigating complexity.
    • Dedicated CFO (up to 60 hrs/mo)
    • Full financial planning & analysis
    • Investor relations & fundraising support
    • Board & investor meeting attendance
    • Finance team leadership & mentorship
    • M&A diligence support
    • Weekly leadership team integration

    Enterprise

    Embedded Executive

    Custom Pricing /Month
    • Weekly leadership team integration
    • CFO available on-demand (100+ hrs/mo)
    • Complete finance function ownership
    • Exit or fundraise project leadership
    • PE/VC sponsor direct interface
    • Hire-to-permanent transition planning
    • Team build-out & recruitment
    How It Works

    From first call to Full Engagement in 10 days.

    A streamlined onboarding process designed to get you financial clarity as fast as possible.

     
     
     

    Discovery Call

    We spend 60 minutes understanding your business, financial challenges, and growth objectives. No sales pitch—just listening.

    Financial Diagnostic

    We audit your current financials, processes, and team in 72 hours and surface critical gaps and opportunities.

    Engagement Design

    We propose a tailored scope, team, and timeline built around your specific priorities and budget.

    Execution & Results

    Your dedicated CFO is embedded, reporting to you and your board, with monthly performance reviews and clear KPIs.
    Client Result

    The numbers speak. Our Clients Prove it.

    A streamlined onboarding process designed to get you financial clarity as fast as possible.

     
     
     

    "The Rocket CFO helped us close our Series B in 4 months—a process we'd been fumbling through for 18 months on our own. They rebuilt our financial model, coached us through investor questions, and were on every call. Worth every dollar."

    Michael Tran CEO, Velocity Health — Series B, $22M raised.

    "We were burning cash with no visibility into why. Within 30 days, they identified $1.4M in annual waste and gave us a path to profitability. The diagnostic alone paid for 3 years of their fees."

    Danielle Reyes Founder & CEO, Bloom Commerce — DTC brand, $18M revenue

    "Our PE sponsor required board-level financial reporting we couldn't produce internally. The Rocket CFO had us operating at enterprise standards within 60 days. Our board meetings are now our strongest asset."

    James Whitmore President, Apex Industrial Group — PE-backed, $65M EBITDA
    ❝

    We finally feel like we understand our own business. Rocket CFO showed us where our cash was going, built a model that helped us land our SBA loan, and now we actually look forward to our monthly financial meetings.

    — Sarmad Deewan

     
     
    Ready To Accelerate

    Your next breakthrough starts with one conversation.

    We offer a complimentary 60-minute strategy session with a senior CFO. No pitch. No pressure. Just clarity.

     
     
     
     
     
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    hello@therocketcfo.com

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    Senior CFO Leadership · On Demand · US Market

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