NYC CFO Services
High-Level Financial Strategy & CFO
Services for NYC Businesses
New York City is the financial capital of the world, home to Fortune 500 corporations, fast-growing startups, private equity firms, and professional service providers. In an ultra-competitive, fast-moving business landscape, having clear financial leadership and a scalable growth strategy is essential to staying ahead.
At K-38 Consulting, we provide NYC CFO services, financial strategy, and executive-level advisory to businesses across New York City and the Tri-State area. Whether you’re a venture-backed startup in SoHo, a hedge fund in Midtown, a law firm on Wall Street, or a growing enterprise in Brooklyn, our seasoned CFO consultants help optimize cash flow, secure funding, improve financial reporting, and drive long-term profitability—without the overhead of a full-time CFO.
Technology Partners
New York City - All you need to know
Why NYC Businesses Choose K-38
Consulting for CFO Services
New York’s business environment is fast-paced and highly competitive. Companies that want to scale must navigate capital markets, investor expectations, regulatory compliance, and financial risk—all while making strategic financial decisions that position them for sustained success.
Many companies recognize the need for CFO-level leadership, but hiring a full-time CFO is often cost-prohibitive or premature for businesses still scaling. That’s where our fractional CFO services come in.
How We Help NYC Businesses Succeed:
- Developing scalable financial strategies tailored to business objectives.
- Managing cash flow and working capital to sustain growth and operations.
- Improving financial forecasting and budgeting to support long-term planning.
- Advising on venture capital, private equity, and debt financing.
- Guiding companies through mergers, acquisitions, and exit strategies.
- Enhancing financial reporting, compliance, and internal controls.
With K-38 Consulting, you gain CFO-level strategic guidance—customized to your business, on a flexible, cost-effective basis.
New York
New York, USA
CONSULTING K-38
CFOS & CPAS
High-Impact CFO & Financial Advisory
Services in New York City
We provide a full suite of CFO consulting and financial advisory services, tailored to meet the demands of NYC-based businesses.
Fractional CFO Services
Many companies need strategic financial leadership but aren’t ready for a full-time CFO. Our fractional CFO services offer executive-level oversight, financial strategy, and business planning on a flexible basis.
Financial Planning & Forecasting
Successful businesses in NYC plan for the long term. We provide data-driven budgeting, forecasting, and scenario modeling to help companies prepare for growth, expansion, and market shifts.
Cash Flow & Working Capital Management
Liquidity is critical in a high-cost market like New York. We help businesses streamline accounts payable/receivable, optimize working capital, and manage liquidity risks to maintain financial stability.
Venture Capital & Private Equity Support
Raising capital in NYC requires sophisticated financial strategy and investor relations management. We help startups and growth-stage companies prepare investor presentations, negotiate funding rounds, and structure financial models that attract venture capital and private equity investment.
Mergers, Acquisitions & Exit Planning
Whether you’re considering an acquisition, IPO, or business sale, our team provides valuation analysis, financial due diligence, and deal structuring to maximize returns and minimize risks.
Financial Risk Management & Internal Controls
NYC businesses face increasing regulatory scrutiny and financial risks. We implement internal controls, risk mitigation frameworks, and financial compliance strategies to protect company assets and ensure long-term security.
Industries We Serve in New York City
New York City’s diverse business ecosystem presents unique financial challenges, requiring tailored CFO expertise. At K-38 Consulting, we provide strategic financial leadership to companies in:
- Technology & SaaS Companies – Supporting NYC’s growing tech sector with financial modeling, investor relations, and capital strategy.
- Financial Services & Hedge Funds – Assisting hedge funds, private equity firms, and asset managers with risk management, regulatory compliance, and financial planning.
- Healthcare & Life Sciences – Helping medical practices, biotech firms, and healthcare providers with revenue cycle management and financial oversight.
- Media, Entertainment & Creative Firms – Providing financial strategy for digital media, film, music, and marketing agencies in NYC’s creative economy.
- Professional Service Firms – Supporting law firms, consulting firms, engineering firms, and staffing agencies with profitability analysis and financial strategy.
From tech startups in Silicon Alley to finance firms in Midtown and professional services in Downtown Manhattan, K-38 Consulting helps NYC businesses maximize financial performance and scalability.
Why Work with K-38 Consulting?
At K-38 Consulting, we provide more than just financial oversight—we serve as trusted CFO partners, working alongside CEOs, investors, and executive teams to drive sustainable growth and financial success.
What Sets Us Apart?
Most fractional Startup CFOs work with three to four clients at a time and typically charge in one of two ways:
CFO-Led Expertise
Our consultants are former CFOs and finance executives with deep experience in corporate finance, venture capital, and M&A.
Custom-Tailored Financial Strategies
No cookie-cutter approaches. We develop bespoke financial strategies based on your industry and growth goals.
New York Market Knowledge
We understand local regulations, capital markets, and business incentives that impact NYC-based companies.
Scalable CFO Services
Whether you’re preparing for rapid expansion, securing funding, or restructuring, we provide flexible CFO solutions tailored to your needs.
Serving Businesses Across New York City & Beyond
We provide CFO consulting and financial strategy services to businesses across all five boroughs and the greater NYC metro area, including:
- Manhattan – The center of finance, technology, and professional services.
- Brooklyn – Supporting startups, creative firms, and growth-stage businesses.
- Queens & Long Island City – Assisting manufacturing, logistics, and emerging tech firms.
- The Bronx – Helping healthcare and industrial businesses optimize financial operations.
- New Jersey & Tri-State Area – Partnering with companies in Newark, Hoboken, and beyond.
Wherever your business is located, K-38 Consulting is here to provide high-level financial expertise to help you scale and succeed.
Take Control of Your Financial Future
If your company is looking for CFO-level financial strategy, cash flow management, or capital planning, K-38 Consulting is ready to help.
Schedule a free consultation and discover how K-38 Consulting can drive financial success for your NYC-based business!
Client Testimonials
We treat our client's business as if it were our own
"K-38 Consulting has been an invaluable partner in our growth, providing exceptional outsourced CFO services that have transformed our financial strategy. Their expertise has helped us increase profitability, optimize cash flow, and enhance our revenue cycle, positioning our practice for long-term success. We highly recommend their services to any business looking for top-tier financial leadership."
"As a construction business owner juggling many responsibilities, partnering with K-38 Consulting has been a game-changer. Their outsourced CFO services have helped us streamline our finances, improve cash flow, and boost profitability, allowing us to focus on delivering top-quality projects. Thanks to their expertise, our revenue cycle is stronger, and our financial strategy is more efficient than ever. We highly recommend K-38 Consulting to any business looking for expert financial guidance."
"K-38 Consulting has given our law firm greater financial control and clarity, providing us with accurate, reliable financial reporting each month. Their web-based forecasting tools, combined with their expert outsourced CFO services, have been instrumental in improving cash flow, increasing profitability, and strengthening our revenue cycle. With their guidance, we can make informed financial decisions that support our firm’s growth and long-term success. We highly recommend their services."
"As a biotech startup, navigating financial strategy and cash flow management is critical to our success. K-38 Consulting has been an invaluable partner, providing expert outsourced CFO services that have helped us optimize our financial operations, improve cash flow, and enhance our business processes. Their strategic insights and forecasting tools have given us the clarity and confidence to make informed decisions, secure funding, and drive sustainable growth. We highly recommend K-38 Consulting to any startup looking for top-tier financial leadership."
"As a fast-growing SaaS startup, having a strong financial strategy is essential—and K-38 Consulting has been a game-changer for us. Their outsourced CFO services have helped us improve cash flow, optimize our revenue cycle, and scale profitably. With their expert financial guidance and forecasting tools, we’ve been able to make data-driven decisions, attract investors, and position our company for long-term success. We highly recommend K-38 Consulting to any tech startup looking for top-tier financial leadership."
"As an eCommerce business, managing cash flow, profitability, and financial strategy is critical to our success. K-38 Consulting has been an invaluable partner, providing expert outsourced CFO services that have helped us streamline our finances, optimize our revenue cycle, and increase profitability. Their strategic insights and forecasting tools have given us the clarity to make smarter financial decisions, scale efficiently, and sustain long-term growth. We highly recommend K-38 Consulting to any eCommerce company looking for top-tier financial expertise."
Explore Our How-To Guides for Startups
Looking for more insights into startup finance? Check out our latest blog posts on startup CFOs and financial strategy.
How to Create a Healthcare Startup Budget: An Expert’s Step-by-Step Guide
How to Create a Healthcare Startup Budget: An Expert’s Step-by-Step Guide Healthcare startups raised only $10.7 billion in 2023, hitting their lowest funding level since ...
Read More →
How to Create a Law Firm Budget That Actually Drives Growth [Step-by-Step Guide]
How to Create a Law Firm Budget That Actually Drives Growth [Step-by-Step Guide] Law firms lose up to 69% of their working hours on non-billable ...
Read More →
How to Build Financial Forecasts for Startups: A Founder’s Step-by-Step Guide
How to Build Financial Forecasts for Startups: A Founder’s Step-by-Step Guide 9 out of 10 startups fail, and poor financial projections rank among the top ...
Read More →
How to Track Ecommerce Performance Metrics: A Step-by-Step Guide for 2025
How to Track Ecommerce Performance Metrics: A Step-by-Step Guide for 2025 Did you know that 68% of online shopping carts are abandoned before purchase? Your ...
Read More →
How to Raise Startup Funding: A Founder’s Step-by-Step Playbook
How to Raise Startup Funding: A Founder’s Step-by-Step Playbook The median Series A startup funding round reaches $11 million – four times more than a ...
Read More →
How a Growing Law Firm Doubled Profits with K-38 Consulting’s Outsourced CFO Services [Case Study]
How a Growing Law Firm Doubled Profits with K-38 Consulting’s Outsourced CFO [Case Study] Legal practices now recognize the significant role of law firm CFO ...
Read More →
Ready To Connect For A Free Consultation?
We are the experts at helping startups and mid-size businesses with their accounting and finance.
Talk To A CFO
Get a Free 30-Minute Strategy Call with Dallas Alford IV, CPA, Founder of K-38 Consulting
READY TO CONNECT FOR A FREE CONSULTATION?
We are the experts at helping startups and mid-size businesses with their accounting and finance.
