Agave Financial Services
Contact us-
Phone Number: 303-888-6028
Our Services
Agave Financial Services specializes in providing fractional and outsourced CFO/Controller solutions, tailored to enhance client productivity and strategic performance. Our services are designed to deliver the high-level expertise of a full-time CFO or Controller at a fraction of the cost. Based in the Denver/Boulder metro area of Colorado, we are strategically positioned to partner with businesses aiming to optimize their financial and operational success.
Fractional CFO and Controller Services
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Offer CFO and Controller services tailored for smaller, early-stage, or emerging growth companies at a fraction of the cost of full-time staff.
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Offer access to investor networks and platforms.
Strategic Financial Planning
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Conduct financial planning and analysis, including budget creation and forecast management.
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Perform variance analysis along with pricing and margin analysis.
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Offer complex financial modeling services.
Capital Advisory and Investor Relations
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Provide investor-ready packaging, including pitch decks and pro-forma models.
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Deliver capital advisory services to determine the best funding alternatives, including debt financing, seed capital, angel investments, venture capital, private placements, or an initial public offering (IPO).
Merger and Acquisition (M&A) Support
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Coordinate efforts in acquiring or selling businesses, working closely with attorneys, tax experts, and bankers.
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Assist in the dissolution of entities, ensuring compliance and smooth closure.
Accounting and Financial Management
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Specialize in cleaning up and preparing financial statements.
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Manage cash flow and complex revenue recognition.
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Develop key performance indicators and conduct investor reporting.
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Provide tax planning and ensure GAAP compliance.
Technology and Software Integration
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Enhance proficiency by implementing and integrating software systems such as Bill.com, Carta, Expensify, Saas Optics, Quickbooks, NetSuite, Xero, and more.