Meet Your Fractional CFO

Stuart Bernstein.

194 clients realizing funding and growth

10-20% average cash flow increases

27 years of building unbeatable processes

Innovation Hub CFO and Growth Mentor

1502 Products Launched

17 Unicorns In Membership

Top Consultant and CFO On

My Services

Financial Analysis & Growth

Create lead and lag metrics to monitor growth trends

Drive ROI through modeling & testing new initiatives

Annual Planning & Forecasting

Generate and manage department level budgets & spend

Gain organizational alignment around financial goals

Dashboards & Visualizations

Convert complex data into easily digestible insight

See comprehensive overviews of business performance

Data Cleansing & Bookkeeping

Build clean and confident financials you can trust

Create accurate reflections of spend by category

Debt & Equity Capital Raises

Develop financial materials to fund future growth

Manage due diligence and investor communications

Compliance & Risk Mitigation

Build corporate credit regardless of collateral

Oversee tax filing, financial reviews and audits

Save Time, Save Money, and Sleep Better Knowing You’re Financially Sound

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Tradery

“I hired Stuart to build a financial model for our cryptocurrency hedge fund. During the project, I realized how much more we could leverage his and his company’s skillsets. He just gets business.”

- Michaelangelo Anglero CEO of Tradery

Arla

“Working with Stuart was great. He built a dynamic financial model and pitch deck for my SaaS business, and spent additional time helping me prepare for my investor pitches.”

- Joe Shemia, CEO of Arla AI

Koombea

“Had a great experience working with Stuart. 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 of Koombea

JogAlong

“The financial model Stuart built is outstanding. It is easy for a non-finance person to use, and when I had questions, he walked me through step by step until I understood.”

- Mike Dresher, Founder of JogAlong

GoHard

“It was a pleasure to work with Stuart. While his financial background and expertise are the reasons why we came to work together, his experience with a variety of industries are the hallmark of our success together."

- Deji Wesey, CEO of GoHard Energy Drink

With You

“Stuart crafted an exceptional financial model for our platform. His attentive listening, thorough explanations, and seamless adaptation to our evolving needs were appreciated. Stuart's communication skills were top-notch.”

- Ted Brockman, Founder of With You

Nicer Co.

“Stuart’s expertise in building viable business models and pressure-testing financials has consistently steered my businesses toward profitability and growth. His oversight of back-office operations ensures smooth, error-free processes.”

- Joe Reiss, CEO of NicerCo

San Francisco Distilling Co.

“Stuart was amazing to work with. He provided a financial and operational roadmap which improved decision making and uncovered growth opportunities. His plans were extremely detailed and easy to follow.”

- Jeff Jones, San Francisco Distilling Co.

Mysti’s Adult and Family Services

"We hired Stuart as a fractional CFO. He started building more trust in the data. He led the creation of an annual operating plan we now use for budgeting, forecasting, and managing growth."

- Giovanne Schachere, CEO of Mysti’s

Recent Clients and Testimonials

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Tradery

“I hired Stuart to build a financial model for our cryptocurrency hedge fund. During the project, I realized how much more we could leverage his and his company’s skillsets. He just gets business.”

- Michaelangelo Anglero CEO of Tradery

Arla

“Working with Stuart was great. He built a dynamic financial model and pitch deck for my SaaS business, and spent additional time helping me prepare for my investor pitches.”

- Joe Shemia, CEO of Arla AI

Koombea

“Had a great experience working with Stuart. 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 of Koombea

JogAlong

“The financial model Stuart built is outstanding. It is easy for a non-finance person to use, and when I had questions, he walked me through step by step until I understood.”

- Mike Dresher, Founder of JogAlong

GoHard

“It was a pleasure to work with Stuart. While his financial background and expertise are the reasons why we came to work together, his experience with a variety of industries are the hallmark of our success together."

- Deji Wesey, CEO of GoHard Energy Drink

With You

“Stuart crafted an exceptional financial model for our platform. His attentive listening, thorough explanations, and seamless adaptation to our evolving needs were appreciated. Stuart's communication skills were top-notch.”

- Ted Brockman, Founder of With You

Nicer Co.

“Stuart’s expertise in building viable business models and pressure-testing financials has consistently steered my businesses toward profitability and growth. His oversight of back-office operations ensures smooth, error-free processes.”

- Joe Reiss, CEO of NicerCo

San Francisco Distilling Co.

“Stuart was amazing to work with. He provided a financial and operational roadmap which improved decision making and uncovered growth opportunities. His plans were extremely detailed and easy to follow.”

- Jeff Jones, San Francisco Distilling Co.

Mysti’s Adult and Family Services

"We hired Stuart as a fractional CFO. He started building more trust in the data. He led the creation of an annual operating plan we now use for budgeting, forecasting, and managing growth."

- Giovanne Schachere, CEO of Mysti’s

Let’s Do This!