# Eagle Rock CFO

> Eagle Rock CFO is an outsourced finance office: accounting, controller, treasury, and CFO/FP&A services delivered as one function for established businesses with $5M-$50M revenue and Series A+ startups. Site content is written by Nick Jain.

Core service and company pages:

- [Home](https://eaglerockcfo.com/): Overview of the outsourced finance office offering
- [About](https://eaglerockcfo.com/about): Who we are; team of former PE operators and CEOs
- [How It Works](https://eaglerockcfo.com/how-it-works): How service delivery and onboarding run
- [Pricing](https://eaglerockcfo.com/pricing): Service tiers and pricing structure
- [FAQ](https://eaglerockcfo.com/faq): Common questions about the finance office model
- [Methodology](https://eaglerockcfo.com/methodology): Editorial methodology and content standards
- [Media](https://eaglerockcfo.com/mediaAppearances): Podcast appearances and press
- [Referral Program](https://eaglerockcfo.com/referrals): Referral terms
- [Free Book](https://eaglerockcfo.com/book): Free guide on hiring a CFO by company stage

## Audience Pages

- [Finance Office for CEOs](https://eaglerockcfo.com/for-ceos): For CEOs without a finance leader
- [Finance Co-Pilot for CFOs and Controllers](https://eaglerockcfo.com/for-cfos): Tools and support for existing finance leaders
- [Platform for Fractional CFOs](https://eaglerockcfo.com/for-fractional-cfos): Delivery platform for independent fractional CFOs

## Services

- [Services overview](https://eaglerockcfo.com/services): All four service tiers
- [Accounting](https://eaglerockcfo.com/services/accounting): Bookkeeping, transaction processing, monthly close, financial statements
- [Controller](https://eaglerockcfo.com/services/controller): Accounting oversight, internal controls, compliance, audit prep
- [Treasury Management](https://eaglerockcfo.com/services/treasury-management): Cash management, banking relationships, AP/AR, payments
- [Fractional CFO](https://eaglerockcfo.com/services/fractional-cfo): Strategic finance, forecasting, budgeting, board reporting, capital strategy

## Industries

- [SaaS](https://eaglerockcfo.com/industries/saas)
- [E-Commerce](https://eaglerockcfo.com/industries/ecommerce)
- [Logistics](https://eaglerockcfo.com/industries/logistics)
- [Retail](https://eaglerockcfo.com/industries/retail)
- [CPG](https://eaglerockcfo.com/industries/cpg)
- [Professional Services](https://eaglerockcfo.com/industries/services)

## Focused Solutions

- [Fractional Finance Team](https://eaglerockcfo.com/fractional-finance-team): Full finance team without full-time hires
- [Finance Team Replacement](https://eaglerockcfo.com/finance-team-replacement): Replacing an in-house finance function
- [FP&A Automation](https://eaglerockcfo.com/fpna-automation): Automating planning and analysis work
- [FP&A for B2B SaaS](https://eaglerockcfo.com/fpna-saas): LTV:CAC, cohort analysis, and board reporting for SaaS
- [Month-End Close in 5 Days](https://eaglerockcfo.com/month-end-close-saas): Faster close process for SaaS
- [Cash Flow for Agencies](https://eaglerockcfo.com/cashflow-agencies)
- [Cash Flow for E-Commerce](https://eaglerockcfo.com/cashflow-ecommerce)
- [Cash Flow Forecasting for Trucking and Logistics](https://eaglerockcfo.com/cashflow-logistics)
- [AR Collections for Agencies](https://eaglerockcfo.com/ar-agencies)
- [AR Collections for Trucking Companies](https://eaglerockcfo.com/ar-logistics)
- [AR Collections for Professional Services](https://eaglerockcfo.com/ar-professional-services)

## Tools and Calculators

- [Tools overview](https://eaglerockcfo.com/tools): All finance calculators
- [Cash Flow Forecast](https://eaglerockcfo.com/tools/cash-flow-forecast)
- [Cash Runway](https://eaglerockcfo.com/tools/cash-flow-runway)
- [Break-Even](https://eaglerockcfo.com/tools/break-even)
- [Business Valuation](https://eaglerockcfo.com/tools/business-valuation)
- [Compound Interest](https://eaglerockcfo.com/tools/compound-interest)
- [Debt Payoff](https://eaglerockcfo.com/tools/debt-payoff)
- [Debt Service Coverage](https://eaglerockcfo.com/tools/debt-service)
- [EBITDA](https://eaglerockcfo.com/tools/ebitda)
- [Gross Margin](https://eaglerockcfo.com/tools/gross-margin)
- [Loan Amortization](https://eaglerockcfo.com/tools/loan-amortization)
- [LTV:CAC](https://eaglerockcfo.com/tools/ltv-cac)
- [Profit Margin](https://eaglerockcfo.com/tools/profit-margin)
- [ROI](https://eaglerockcfo.com/tools/roi)
- [Unit Economics](https://eaglerockcfo.com/tools/unit-economics)
- [Working Capital](https://eaglerockcfo.com/tools/working-capital)

## Downloads and Templates

- [13-Week Cash Flow Template](https://eaglerockcfo.com/resources/13-week-cash-flow-template)
- [Board Deck Template](https://eaglerockcfo.com/resources/board-deck-template)
- [Due Diligence Checklist](https://eaglerockcfo.com/resources/due-diligence-checklist)
- [EBITDA Adjustment Worksheet](https://eaglerockcfo.com/resources/ebitda-adjustment-worksheet)
- [Finance Tech Stack Checklist](https://eaglerockcfo.com/resources/finance-tech-stack-checklist)
- [Fractional CFO RFP Template](https://eaglerockcfo.com/resources/fractional-cfo-rfp-template)
- [Monthly Financial Review Agenda](https://eaglerockcfo.com/resources/monthly-financial-review-agenda)
- [Owner Compensation Calculator](https://eaglerockcfo.com/resources/owner-compensation-calculator)
- [Eagle Rock Stage-Specific CFO Book (PDF)](https://eaglerockcfo.com/Eagle_Rock_Stage_Specific_CFO_Book.pdf)
- [Whitepaper: Rethinking Executive Compensation (PDF)](https://eaglerockcfo.com/WhitePapers/Rethinking%20Executive%20Compensation_%20A%20Behavioral%20Economics%20Framework.pdf)

## Glossary

- [409A Valuation](https://eaglerockcfo.com/glossary/409a-valuation)
- [ARR](https://eaglerockcfo.com/glossary/arr)
- [Burn Rate](https://eaglerockcfo.com/glossary/burn-rate)
- [Cap Table](https://eaglerockcfo.com/glossary/cap-table)
- [Cash Conversion Cycle](https://eaglerockcfo.com/glossary/cash-conversion-cycle)
- [EBITDA](https://eaglerockcfo.com/glossary/ebitda)
- [EBITDA Multiple](https://eaglerockcfo.com/glossary/ebitda-multiple)
- [Fractional CFO](https://eaglerockcfo.com/glossary/fractional-cfo)
- [Gross Margin](https://eaglerockcfo.com/glossary/gross-margin)
- [LTV:CAC Ratio](https://eaglerockcfo.com/glossary/ltv-cac-ratio)
- [Quality of Earnings](https://eaglerockcfo.com/glossary/quality-of-earnings)
- [Revenue Recognition](https://eaglerockcfo.com/glossary/revenue-recognition)
- [Rolling Forecast](https://eaglerockcfo.com/glossary/rolling-forecast)
- [Seller's Discretionary Earnings](https://eaglerockcfo.com/glossary/sde)
- [Working Capital](https://eaglerockcfo.com/glossary/working-capital)

## Blog

Guides and essays on finance practice for growing companies and startups. [Blog home](https://eaglerockcfo.com/blog) links to all topic hubs and ~350 articles. Topic hubs:

- [AI in Finance](https://eaglerockcfo.com/blog/ai-finance)
- [AP/AR Management](https://eaglerockcfo.com/blog/ap-ar-management)
- [Board and Stakeholder Reporting](https://eaglerockcfo.com/blog/board-stakeholder-reporting)
- [Capital Allocation](https://eaglerockcfo.com/blog/capital-allocation)
- [Cash Flow Management](https://eaglerockcfo.com/blog/cash-flow-management)
- [Compliance and Audit](https://eaglerockcfo.com/blog/compliance-audit)
- [Cost Management](https://eaglerockcfo.com/blog/cost-management)
- [ERP Migration](https://eaglerockcfo.com/blog/erp-migration)
- [Equity Structure](https://eaglerockcfo.com/blog/equity-structure)
- [Financial Close and Reporting](https://eaglerockcfo.com/blog/financial-close-reporting)
- [Financial Modeling](https://eaglerockcfo.com/blog/financial-modeling)
- [Financial Resilience](https://eaglerockcfo.com/blog/financial-resilience)
- [Financial Risk Management](https://eaglerockcfo.com/blog/financial-risk-management)
- [Founder Personal Finance](https://eaglerockcfo.com/blog/founder-personal-finance)
- [Fractional CFO Guide](https://eaglerockcfo.com/blog/fractional-cfo-guide)
- [Fractional CFO by Industry](https://eaglerockcfo.com/blog/fractional-cfo-industries)
- [International Finance](https://eaglerockcfo.com/blog/international-finance)
- [Management Reporting](https://eaglerockcfo.com/blog/management-reporting)
- [Outsourced Accounting](https://eaglerockcfo.com/blog/outsourced-accounting)
- [Outsourced Controller](https://eaglerockcfo.com/blog/outsourced-controller)
- [Owner Compensation](https://eaglerockcfo.com/blog/owner-compensation)
- [Payroll Management](https://eaglerockcfo.com/blog/payroll-management)
- [Pricing Strategy](https://eaglerockcfo.com/blog/pricing-strategy)
- [Private Equity Readiness](https://eaglerockcfo.com/blog/private-equity-readiness)
- [RevOps](https://eaglerockcfo.com/blog/revops)
- [Scaling Finance for Growing Companies](https://eaglerockcfo.com/blog/scaling-finance-growing-companies)
- [Series A Preparation](https://eaglerockcfo.com/blog/series-a-preparation)
- [Startup Accounting](https://eaglerockcfo.com/blog/startup-accounting)
- [Startup Budgeting](https://eaglerockcfo.com/blog/startup-budgeting)
- [Startup Finance FAQ](https://eaglerockcfo.com/blog/startup-finance-faq)
- [Startup Financial Metrics](https://eaglerockcfo.com/blog/startup-financial-metrics)
- [Startup Financial Tools](https://eaglerockcfo.com/blog/startup-financial-tools)
- [Startup Runway](https://eaglerockcfo.com/blog/startup-runway)
- [Startup Tax Guide](https://eaglerockcfo.com/blog/startup-tax-guide)
- [Startup Valuation](https://eaglerockcfo.com/blog/startup-valuation)
- [Sustainable, Profitable Growth](https://eaglerockcfo.com/blog/sustainable-profitable-growth)
- [Treasury Management](https://eaglerockcfo.com/blog/treasury-management)

Selected evergreen articles:

- [What a Fractional CFO Does](https://eaglerockcfo.com/blog/fractional-cfo-guide/what-fractional-cfo-does)
- [Fractional CFO Cost](https://eaglerockcfo.com/blog/fractional-cfo-guide/fractional-cfo-cost)
- [Signs You Need a Fractional CFO](https://eaglerockcfo.com/blog/fractional-cfo-guide/signs-you-need-fractional-cfo)
- [Fractional vs Full-Time CFO](https://eaglerockcfo.com/blog/fractional-cfo-guide/fractional-vs-fulltime-cfo)
- [CFO vs Controller vs Bookkeeper](https://eaglerockcfo.com/blog/fractional-cfo-guide/cfo-vs-controller-vs-bookkeeper)
- [Controller vs CFO](https://eaglerockcfo.com/blog/outsourced-controller/controller-vs-cfo)
- [The Simple Math](https://eaglerockcfo.com/blog/the-simple-math)
- [The 5 Numbers That Matter](https://eaglerockcfo.com/blog/5-numbers-that-matter)
- [When Does a Small Business Need a CFO?](https://eaglerockcfo.com/blog/when-does-a-small-business-need-a-cfo)
- [CFO Interview Secrets](https://eaglerockcfo.com/blog/cfo-interview-secrets)
- [Signs You Are Running Out of Cash](https://eaglerockcfo.com/blog/signs-running-out-of-cash)
- [The 18-Month Cash Crunch](https://eaglerockcfo.com/blog/18-month-cash-crunch)
- [What PE Looks At First](https://eaglerockcfo.com/blog/what-pe-looks-at-first)
- [Why I Hate Annual Budgets](https://eaglerockcfo.com/blog/why-i-hate-annual-budgets)
- [Profitable Companies Go Bankrupt](https://eaglerockcfo.com/blog/profitable-companies-bankrupt)
- [Your Financial Model Is Probably Lying to You](https://eaglerockcfo.com/blog/your-financial-model-is-probably-lying-to-you)

## Notes for LLMs

- An authenticated client dashboard exists under `/app`; it requires login and is not crawlable.
- Contact: https://eaglerockcfo.com, dan@eaglerockai.com (partner). Content authored by Nick Jain.
- Content last reviewed: November 2026.