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Driving your business
fearlessly forward.

Solve For (X) helps founders, operators, and investors navigate growth with clarity and confidence. We bring strategic financial leadership to moments that matter most, turning complexity into clear, actionable direction.

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310+

Clients Served

59

Industries

18

Countries

5

Rated on Clutch & Google

10-20%

Avg Cash Flow Increase

33%

Faster Month-End Close

30+

Years Experience

We Support You at Every Stage

Startups
For startups

Strategic financial guidance for founders navigating growth, uncertainty, and critical early decisions without the overhead of a full-time CFO.

  • Investor-ready financials

  • Runway & burn management

  • Board deck preparation

  • Fundraising strategy support

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Established Businesses
For established businesses

Hands-on CFO support for established businesses seeking sharper insight, stronger controls, and more confident decision-making as complexity increases.

  • Cash flow optimization

  • Month-end close acceleration

  • Financial controls & systems

  • Growth planning & forecasting

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Investors
For investors

Financial analysis and operational perspective to help investors evaluate opportunities, understand risk, and support portfolio companies more effectively.

  • Due diligence support

  • Portfolio company oversight

  • Risk assessment & analysis

  • Operational improvement plans

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Foundation for excellence

We don't just advise—we deliver measurable results backed by decades of hands-on experience across industries and markets worldwide.

Battle-Tested Expertise

Battle-Tested Expertise

30+ years and 310+ clients across 59 industries. We've seen every challenge and know what works.

Proven Cash Flow Results

Proven Cash Flow Results

Our clients see 10-20% average cash flow improvement. Real numbers, not projections.

Faster Financial Operations

Faster Financial Operations

33% reduction in month-end close time. Streamlined processes that free you to focus on growth.

Global Perspective

Global Perspective

Experience across 18 countries means we understand complex markets and can navigate international growth.

★★★★★

"Had a great experience working with Solve For (X). We set a timeframe for a two week turn around and he was able to get it done way sooner. Very satisfied with the work and communication.

Jonathan Tarud

CEO, Koombea, Inc.

App Development Partner

What Clients Say

★★★★★

5-star rated on Clutch & Google

★★★★★

Solve For (X) was committed to my business from day one. They did a ton of research, taking the effort to fully UNDERSTAND my business. At this point, they might even know it better than me!

Michael Horn

Founder & CEO

Pop Culture Products & Licensing

★★★★★

Solve For (X) is professional, articulate, and extremely knowledgeable. They quickly grasp what is needed and give clear direction on the best way to accomplish your goals. 

Kate Smith

President

Sensational Color

CFO Assessment

Take the CFO Assessment

Not sure if you need a CFO? Get a quick, founder‑friendly snapshot of your finance needs and the right level of support for your business.

Start Assessment

Ready to drive your business forward?

Join over 300 innovative startup and small business clients around the world who have transformed their businesses. Let's start with a conversation.

Book a Consult

Frequently Asked Questions

  • You’re ready when financial decisions feel heavier than they should. If you’re guessing instead of forecasting, reacting instead of planning, or carrying the entire financial model in your head, it’s time. Our CFO Assessment helps you see exactly where you stand and whether a Fractional CFO will move the needle.

  • We give founders and operators visibility, insight, and control. That means improving reporting, demystifying financial statements, building tools that guide decisions, and translating numbers into narratives that help you move with confidence. When you understand what’s true and what’s possible, growth becomes intentional.

  • Think of it like a multilap track race.

    • Lap 1 (6-8 weeks): Clean reporting, reliable numbers, trust in the back office.

    • Lap 2 (8-12 weeks): Tools that drive insight and help you take calculated risks.

    • Lap 3 (90–180 days): Fundraising, growth initiatives, and strategic clarity.

    • Lap 4 (12–24 months): A meaningful lift in cash flow and operational efficiency.

  • Stuart Bernstein was an operator before a finance professional. He’s sat in startup, SMB, and enterprise seats before transitioning into finance, which means he understands how decisions ripple across the business. By bringing a mix of data
    science, storytelling, and real world judgment, he helps founders and teams move faster with more clarity.

  • Helpful, but not decisive. Most businesses fall into a handful of underlying models: SaaS, services, marketplaces, product companies. Solve For (X) studied the models, then the industries. That’s how we’ve been able to help clients across 55 industries without needing a six-month onboarding period.

  • Absolutely. Solve For (X) has helped nearly 300 startups and small businesses refine pitch decks, build investorgrade financial models, craft business plans, and prepare for diligence. We can also help shape the narrative, anticipate investor questions, and role-play pitches so you present with confidence and secure more capital.

  • Platforms are great until you need continuity, judgment, or someone who deeply understands your business. Stuart Bernstein works directly with founders and operators, rolling up his sleeves, and staying engaged. You’re not getting a rotating cast; you’re getting a partner.

  • Yes! I can prove it in 20 minutes. The difference becomes obvious fast.

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