The Office of the CFO — as a Function
What we do
Financial Infrastructure & Operations
The systems, close discipline, and controllership a finance function is built on — established once and maintained by our team.
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Planning, Analysis & Scenario Modeling
Forecasting, unit economics, and scenario modeling that examine the plan before the market does.
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Cash & Liquidity
Continuous visibility into cash, runway, and working capital — obligations anticipated, liquidity preserved.
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Capital Strategy & Investor Relations
Board reporting, investor communications, and fundraise preparation, managed end to end.
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Audit Readiness & Support
End-to-end audit preparation — organized documentation, audit-ready workpapers, and auditor coordination.
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Fund Operations & CFO Services
Financial oversight across the full fund lifecycle — from capital calls and distributions to LP reporting.
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Who we are
We’re Amie and Aaron Jatana — siblings and finance leaders who’ve collectively filled every fractional role a growing company needs: CFO, Controller, and FP&A. We take the time to understand your business deeply while we build the reporting, forecasting, and infrastructure that let you make confident decisions.
Amie Jatana
Co-Founder and Partner
Aaron Jatana
Co-Founder and Partner
A note from the founders
We are fractional, but not at a distance. We’re in the day-to-day: the monthly close, the forecast, the follow-ups, the board conversation, and the thing that has to get fixed before Friday. We’ve done this for years, across a lot of businesses.
Amie & Aaron
The experience behind every engagement
Proven track record supporting growth-stage, PE-backed companies, and fund operations
From formation to exit, across consumer, SaaS, services and fintech
KPMG trained, CPA licensed
How an engagement works
01
Understand the business
We start with the operating reality: priorities, pressure points, reporting, people, and the decisions ahead.
02
Build the finance function
We install the cadence, models, controls, and ownership needed for finance to work as one connected system.
03
Lead alongside you
We stay close to the work and the leadership team, turning financial clarity into better operating decisions.
100
+
engagements
$1
B+
revenue and capital supported
7
+
industries served
Every figure reconciled twice — occupational habit.
Get In Touch
Tell us where things stand today.
Share a little about your finance function and a principal will reply personally with exactly where we’d start.
01
A principal reviews your note — personally.
02
We reply with where we’d start — usually within one business day.
03
A 30-minute working session. No pitch deck.