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Transformational Finance Solutions for Founders & CEOs

Your Finance Partner for Clarity and Scale

What We Do

I founded CFO IQ with one mission: to bring enterprise-standard finance to startups, scale-ups, and SMBs — powered by AI.
Over 25+ years, I’ve worked as a Finance Director, FP&A leader, and CFO across technology, gaming, transport, and global industries. I’ve scaled revenues from $200m → $600m, led international expansions, and delivered M&A integrations. Now, having gone through formal training by some of the leading experts in the field of AI I am UNIQUELY placed to support your business through your next phase of growth.
But I saw a gap: smaller, fast-moving companies rarely had access to the same tools, insights, and finance discipline as corporates. That’s what CFO IQ was built to change.

Who I Help

  • Founders & CEOs who need clarity to make faster decisions.
  • Startups raising Seed → Series A that must look investor-ready.
  • Scale-ups that need tighter cash control, sharper forecasting, and margin discipline.
  • Finance teams ready to adopt AI and move from reporting to insight.

What I Deliver

  • Real-time cash & raunway forecasting with scenarios.
  • Exec-ready CFO dashboards live in days, not months.
  • Investor-grade models & decks that withstand diligence.
  • Pricing, spend & margin analytics to protect profitability.
  • AI-enabled automation of close, reporting, and FP&A workflows.
  • Outcome: Decisions in minutes, not days.

What Our
Clients Say

Real stories from founders and CEOs who transformed their finance with our guidance.

4.8

Average Customer Rating

Working with [David] transformed the way we manage finance. Within weeks, we had clear dashboards, faster reporting, and insights that helped us close a critical funding round. It felt like having a full-time CFO — without the full-time cost

SaaS Startup

Controller

The AI-driven finance solutions saved us hours every month. We now have real-time visibility on cash flow and spend analysis, which means I can focus on scaling the business instead of chasing numbers
 

,CEO of a Growth-Stage Company

CFO

Finance should be a growth engine, not a bottleneck.

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