CFO Portal delivers institutional-grade financial leadership to microcap public companies and pre-IPO businesses — without the cost of a full-time executive hire.

We combine decades of public-market senior finance experience with AI-powered workflows to deliver faster, cleaner financial work across every engagement. Our seasoned CFOs use best-in-class AI tools to accelerate SEC reporting, month-end close, forecasting, and audit preparation — so your board always sees current numbers, your filings go out on time, and your auditors find nothing they weren't expecting.

Every deliverable is reviewed and signed off by a seasoned CFO. AI handles the heavy lifting. Our executives handle the judgment, relationships, and accountability.

Who We Work With
Microcap public companies managing ongoing SEC compliance, and private companies preparing for IPOs, Reg A+ offerings, direct listings, or reverse mergers.

What We Do
→ SEC Reporting & Compliance (10-K, 10-Q, 8-K, proxy)
→ IPO & Listing Readiness
→ Audit Management & PCAOB Support
→ Financial Modeling & Forecasting
→ Capital Raise Support
→ Board & Investor Reporting
→ Internal Controls & SOX Readiness
→ Accounting & Controller Services
→ Strategic CFO Advisory

Fixed-fee engagements starting at $5K/month. No equity required. Day 1 ready to deploy.

The CFO Portal

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The CFO Portal

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Teams

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