EMPOWER
YOUR GROWTH

Scaling Smarter, Growing Faster

CFO Services Designed for Startups

PRACTICE AREAS

PRACTICE
AREAS

ACCOUNTING & PAYROLL

Transactional Accounting (AP/AR)
General Ledger
Billing and Collection
Process Optimization
Sales Tax Management
1099s
Payroll Processing (state compliance)
Payroll Benefits
Revenue Recognition and Reconciliations

Cash and Credit Card Reconciliations
Balance Sheet Reconciliations
Audit Readiness (US GAAP)
Due Diligence Readiness
Implementation of 3rd Party Tools (ERP, Tax Compliance, Rev Rec)
SBC
D&O, Business Insurance Support

FINANCE

CFO Services
Controller Services
FP&A, Financial Planning
SaaS KPIs, Dashboards
Investoments and Capital Management
RSU Options Management

Budget Preparation and Analysis
Financial Statements Analysis
Cash Flow Planning
Management Reports
Revenue Modeling

STRATEGIC

Pricing Strategy
Unit Economics
Multi-year Financial Plans
Business Metrics
Board Meetings and Reporting
Investor Reports

Fundraising and Investor Decks
Mergers & Acquisitions
Product Market Fit
Go-To-Market Strategy
Transfer Pricing

OUR VISION

At CFGOAL, we believe that the key to success lies in strong partnerships. That's why we're dedicated to cultivating enduring relationships with our clients, acting as a true business partner every step of the way.

Our objective is to become a reliable and trusted advisor, providing the guidance and support our clients need to navigate the intricate realm of finance and accounting. Whether you're a small business owner or a large corporation, we're here to act as an extension of your finance, accounting, and management teams, delivering the expertise and insight you need to achieve your goals.

CLIENTS

ATTORNEYS

MANAGEMENT TEAM

GUY LEVY

“I founded CFGoal because I'm Passionate about leveraging skills and experience to drive financial excellence, working in emerging technology environments foster growth, and create value for organizations”

CFGoal is led by Guy Levy, a seasoned financial executive and founder.

With over 25 years of experience in financial leadership roles in both publicly listed and privately held companies, Guy is a dedicated financial professional with a strong background in finance and accounting. He brings a wealth of knowledge and expertise to help startups navigate complexities in financial management and drive sustainable growth.

Since founding CFGoal, Guy has successfully led financial turnarounds, secured funding for startups, and provided strategic financial guidance to drive growth. Guy is focused is on delivering exceptional financial leadership and being a key contributor in achieving the company’s financial goals in their growth journey.

At CFGoal, Guy has built a team of experienced financial professionals specialize in providing comprehensive accounting services that address the unique needs of startups and optimize operational efficiency to secure a strong foundation for long-term success.

Before founding CFGoal Inc., Guy was an SVP at Reviver, a company that pioneered the world's first digital car license plate, where he led execution of all facets of corporate finance within a startup environment. He also served as a controller of Mellanox a publicly traded company (NASDAQ: MLNX, acquired by Nvidia) where he led the accounting team and played a key role in ensuring smooth financial control execution. Throughout his career, Guy also held key financial leadership roles as CFO and VP of Finance across various industries, including Software/SaaS, HaaS, B2B and B2C, semiconductor, Green Tech, IoT, Automotive, Security, and Industrial sectors.

Guy is a Certified Public Accountant (CPA) and holds an MBA in Financial Management.

CAITLIN RACHAC

Caitlin is a dedicated and adaptable accounting professional with over 20 years of experience working with a diverse range of companies across various industries. As the Managing Partner at CFGoal, she leads a team of experienced financial professionals specializing in providing comprehensive accounting services tailored to the unique needs of startups, optimizing operational efficiency to establish a strong foundation for long-term success.

With a robust background in finance management and accounting, Caitlin brings a wealth of knowledge and expertise to help startups navigate financial complexities and achieve sustainable growth. She has successfully overseen ERP implementations (NetSuite and Microsoft Dynamics), managed internal and external audits with big 4 firms, conducted detailed analyses to unravel complex revenue structures, sales tax compliance, and demonstrated proficiency in the financial and operational aspects of inventory management.

Caitlin's career began by providing bookkeeping services to local small firms, driven by a desire to balance her career with her role as a parent. Her adeptness at navigating ambiguity and completing complex tasks has earned her the trust of her clients. Her diverse experience and dedication to the success of her customers have positioned her as a highly sought-after accounting professional, enabling her to expand her range of work from a local service provider to serving clients globally. She held accounting roles with multiple companies across various industries, including Automotive, SaaS, HaaS, B2B, and B2C, which ultimately led her to join CFGoal

Caitlin is a certified accountant and a major contributor to the success of our clients at CFGoal.

CONTACT

CONTACT US

Email: info@cfgoal.com

EMPOWER YOUR GROWTH