SF
Strategic Finance LLCFractional CFO for SaaS and tech-enabled services
Clean books, clear cash, tighter pricing, and metrics that actually drive decisions. Practical analytics when it helps, not when it’s trendy.
Charleston, SC • Remote-friendly • Hands-on from day one
Monthly close
Day 5 or better
Cash runway
> 12 weeks
ARR clarity
True net growth
Pricing
Margin-first
Outcomes I target in the first 60-90 days.
Enterprise + Startup
Led finance across pre-revenue startups and a $1B region at BT Americas.
SOC 2 Type 2
Hands-on leader for a successful Type 2 audit period; build controls that scale.
Analytics
Power BI and Python for forecasting, pricing, retention, and unit economics—used when it pays off.
Services
Pick a lane or mix and match. Engagements flex with stage and urgency.
Fractional CFO
Own the close, cash, budget, and board package. Build visibility and cadence that sticks.
FP&A + Unit Economics
Driver-based model, ARR/MRR clarity, cohort retention, CAC payback, LTV/CAC, Rule of 40.
Cash Conversion
Collections, billing flow, rev rec sanity, and vendor discipline to extend runway without drama.
Pricing & Packaging
Cost-to-serve, margin by client/queue, and willingness-to-pay insights to price with spine.
Dashboards (Power BI)
Simple, truthful visuals: revenue, margin, churn, funnel, and operating rhythm.
SOC 2 Readiness
Practical controls, policy set, audit readiness, and cross-functional coordination.
Accounting Cleanup
Chart of accounts that scales, error purge, and a close checklist your team can run.
Fundraising Support
Data room, KPI narrative, and investor-grade forecasts without fantasy math.
Project Sprints
2-4 week deep dives on a single leverage point: pricing, collections, or spend.
A calm, aggressive 30-60-90
Day 30
Stabilize
- Close by day 5
- 13-week cash
- COA cleanup
- Core KPI baseline
Day 60
Instrument
- Driver model
- Power BI dashboard
- Pricing lens
- Collections cadence
Day 90
Compound
- Board-ready package
- Cost-to-serve clarity
- Hiring plan + runway
- Working capital wins
About Tom Schipper
Finance leader for SaaS and tech-enabled services. Two decades across FP&A, controllership, and operations. Co-founded a startup, led a SOC 2 Type 2 audit period, and previously helped run finance for a $1B region at BT Americas. I care about clean systems, honest numbers, and decisions you can defend.
- Strengths: cash control, pricing and margin, unit economics, and making the business visible.
- Tools: Excel, Power BI, Python. SQL when useful, not for sport.
- Location: Mt. Pleasant, SC. Flexible for remote and on-site.
Quick facts
- → Hands-on: I’ll fix COA, not just talk about it.
- → Audit-friendly without slowing the business.
- → Calm in chaos; skeptical of theatrics.
FAQ
Stand up a clean monthly close, 13-week cash view, and a simple KPI dashboard (ARR/MRR, churn, CAC, LTV, gross margin, Rule of 40). Then we pick one leverage point—pricing, collections, or spend—and move it.
Let’s make the numbers usable
Short, no-nonsense intro call. If it’s not a fit, I’ll say so and suggest next steps anyway.