WT CFO Services

Mission

Work Together CFO empowers businesses to thrive through collaborative, AI-powered CFO advisory. With expertise in FP&A system design, predictive analytics, startup innovation, and private equity optimization, we deliver tailored cost-saving solutions and strategic insights to drive sustainable growth.

Our Services

  • AI-Powered FP&A Systems: Design and implement advanced financial planning and analysis systems, using multi-dimensional databases and AI for precise budgeting and forecasting.

    Predictive Financial Planning: Leverage AI-driven analytics to optimize cash flow, reduce DSO/DPO, and plan strategically for startups and established firms.

    Startup CFO Solutions: Build lean, scalable financial systems for early-stage companies, combining cost-saving automation and innovation-stack expertise.

    Private Equity Optimization: Streamline consolidation, reporting, and cost management for PE portfolios, maximizing value with AI-driven insights.

    Risk and Cost Management: Mitigate risks and cut costs with AI-powered analysis, including insurance/reinsurance strategies and expense automation for AP and treasury.

    Collaborative CFO Services: Partner with clients to manage AP, treasury, close/reconciliation, and order-to-cash, delivering customer-focused, cost-efficient outcomes.

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!