Aardvark

Small Business Cash Flow Experts / designed to amplify financial performance in 90 days

Accounting firm in Boulder, CO (show on map)

5.0

★★★★★

10 reviews

Fractional CFO services for small businesses ($1M-$25M revenue) offering cash flow forecasting, financial strategy, and virtual CFO services.

Call (970) 238-6096

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About

Aardvark was born out of a passion for helping small business owners navigate the complexities of financial management. After years of leading a portfolio company for a private equity firm, their founder saw firsthand how strategic financial insights could fuel growth and drive smarter decisions.

Aardvark bridges the gap between small businesses and the powerful financial tools used by larger organizations through fractional CFO services, cash flow forecasting, and virtual CFO engagements.

90-day performance guarantee - refund if no measurable value created

Works specifically with $1M-$25M revenue businesses

Virtual/remote CFO model for flexibility

Built by former private equity portfolio company leader

Cash flow forecasting as core service (13-week rolling forecast)

Connects operational activities to financial outcomes

Services

Fractional CFO Services

Senior financial leadership for businesses at $1M-$25M revenue without the full-time cost. Includes 3-month sprint addressing biggest financial challenge, followed by ongoing strategic guidance.

90-day performance sprint Monthly financial reporting Balance sheet maintenance Growth trajectory monitoring

Cash Flow Forecasting

13-week rolling cash flow forecast connected to real business operations, receivables, payables, and seasonal patterns. Includes scenario planning models and cash gap identification.

13-week cash flow forecast Scenario planning models Cash gap identification Monthly variance analysis Seasonal cash planning

Virtual CFO Services

CFO-level financial strategy delivered remotely using cloud-based accounting platforms, real-time dashboards, and video collaboration.

Remote financial leadership Cloud accounting integration Real-time dashboards Video collaboration

Financial Planning for Growth

Strategic planning for businesses preparing to scale, including modeling revenue/cost scenarios, assessing team capacity, planning hiring and capital needs.

Revenue modeling Cost structure analysis Capacity assessment Hiring planning Investment strategy

Reviews

Rating

★★★★★

Reviews

"Jamie and team have been tremendous in all aspects of assisting my business."

Frequently Asked Questions

What is Aardvark's guarantee? +

Aardvark guarantees total alignment with the businesses they serve. If they can't find enough measurable value through cost efficiencies or growth opportunities to cover the cost of their engagement in the first 90 days, they'll refund the difference.

What revenue range does Aardvark work with? +

Aardvark works with businesses generating between $1M and $25M in annual revenue.

How does Aardvark's engagement model work? +

Aardvark starts with a 3-month sprint addressing the biggest financial problem. By the end of month one, they have a complete understanding of the business's current state. Months 2-3 are execution time. This is followed by ongoing strategic guidance including monthly financial reporting analysis, operational KPI performance, balance sheet maintenance, and growth trajectory monitoring.

What problems does Aardvark solve? +

Aardvark addresses: Planning for Growth, Cash Crunch, Unclear Financial Visibility, Profitability Problems Despite Revenue Growth, Fragmented Financial Team/No Strategic Finance Role, Tax Surprise/Audit Wake-Up Call, and Tariffs.