Strategic Financial Advisory
From startup fundraising to mid-market transformation — we embed as your finance and accounting function so you can focus on building your business.
What We Do
Whether you're a startup needing your first CFO or a growing business ready for a finance transformation — we plug in as your on-demand finance and accounting team.
We build and run your entire FP&A function — budgets, forecasts, and financial models — so your leadership team has real-time visibility to make confident decisions.
From seed to Series B and beyond — we prepare your pitch decks, financial models, and data rooms, then guide you through investor conversations and deal structuring.
Get a senior finance leader embedded in your team without the full-time cost. We drive strategy, board reporting, and financial governance from day one.
Outsource your day-to-day accounting, month-end close, and financial reporting to our team. We plug in seamlessly so your books are always investor-ready.
Buying, selling, or merging? We handle end-to-end financial due diligence, quality of earnings analysis, and transaction support to protect your interests.
We manage your cash flow forecasting, runway analysis, and working capital optimization — keeping your startup funded and your growth company liquid.
Client Success Rate
Year-over-year growth
Who We Are
We're the finance team that startups and SMBs hire before they're ready for a full-time one. Our Big 4-trained advisors plug into your business and run your entire finance function — from bookkeeping to board decks.
Whether you're raising your first round, scaling past $10M in revenue, or preparing for an exit — we've built the playbooks and bring the hands-on execution to get you there.
Think of us as your outsourced finance department: flexible, senior-level, and built to scale with you.
Case Studies
Real business challenges solved with our financial expertise. These case studies demonstrate our approach to transforming financial operations.
Consolidating disjointed systems and creating a single source of truth
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Transformation initiative that streamlined processes and reduced costs
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Built financial planning function for insurance company with no prior finance support
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Comprehensive accounting and finance setup including valuation and cash flow modeling
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Strategic financial leadership focused on increasing profitability and streamlining processes
Read full case studyExplore our latest articles, research, and thought leadership on finance, management, and business growth.
Discover the key financial strategies that will help your business thrive in the coming year.
How strategic infrastructure planning and advisory services are shaping the future of scalable business operations.
Essential operational strategies for new businesses looking to establish efficient processes.
Discover how integrating fractional CFO expertise with full-service accounting creates a comprehensive finance engine that scales with your startup.
Get Started
Ready to take the next step? Reach out to discuss how we can help your business achieve its financial goals.
Email Us
meghasingh@excelluscg.com
support@excelluscg.com
Call Us
+1 (858) 880-8802
+1 (480) 240-0246
Visit Us
Headquartered in San Diego, CA
United States
Business Hours
Monday - Friday: 9:00 AM - 6:00 PM
Saturday - Sunday: Closed
Schedule a 30-minute call to discuss your financial needs with one of our senior advisors.
Built for Founders & Operators
Trusted by Startups & Growing Businesses
Founders, CEOs, and finance leaders trust Excellus as their plug-and-play finance partner.
Industries We Serve