Tee Up Services
Let's Tee Up the next generation
We help business owners, buyers, and entrepreneurs build healthy, stable, and profitable companies, without the overhead or uncertainty of a full-time CFO.
Whether you need to catch up on messy books, plan growth, acquire a business, or just steady the financial ship, we’ve got you covered.
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What We Do
Financial Planning and Analysis (FP&A)
Providing comprehensive financial planning and analysis to guide your business decisions. Our FP&A services include budgeting, forecasting, and performance tracking to keep your business financially healthy and on course.
Cash Flow Management
Optimizing cash flow to ensure your business remains liquid and solvent. We implement strategies to manage inflows and outflows, maximizing your financial stability and operational efficiency.
Financing
Securing the funding your business needs to grow and thrive. We assist in identifying and obtaining the best financing options, whether it's through loans, investments, or other financial instruments.
Mergers & Acquisitions
Navigating the complexities of mergers and acquisitions with expert guidance. Our services include due diligence, valuation, and integration planning to ensure successful and profitable transactions.
Accounting and Bookkeeping
Maintaining accurate and up-to-date financial records. Our accounting and bookkeeping services cover everything from daily transactions to financial statements, ensuring compliance and clarity.
Leadership Development
Building strong financial leadership within your organization. We provide training and development programs to enhance the skills of your financial team, fostering a culture of excellence and strategic thinking.
Family Wealth Planning
Creating comprehensive wealth management strategies tailored to your family's needs. Our family wealth planning services encompass estate planning, investment management, and tax strategies to secure and grow your family's financial future.
Business Valuation
Providing accurate and insightful business valuations. We assess your company's worth using industry-standard methodologies, helping you make informed decisions for mergers, acquisitions, sales, and strategic planning.
Specialized Services
Here are our specialized services and offers. Click to learn more about each one:
Clean-Up & Catch-Up Accounting
Ideal For
Businesses behind on bookkeeping, with messy ledgers, inconsistent records, or financial backlog.
Fractional CFO Education Providers
Ideal For
Schools, tutoring centers, daycare businesses, and education businesses needing better cash flow, compliance, and growth planning.
Fractional CFO ETA / Business Acquisition
Ideal For
Entrepreneurs buying an existing company (search funds, owner-operators, small-business buyers) who need diligence, valuation, financing and post-acquisition CFO support.
Fractional CFO SaaS & Recurring Revenue Firms
Ideal For
Tech & SaaS startups, subscription businesses needing forecasting, burn-rate control, revenue recognition, and scalable financial operations.
Fractional CFO Business Startups & Early Growth
Ideal For
Founders building early-stage companies needing financial systems, budgeting, forecasting, and strategic guidance.
Interim CFO Services
Ideal For
Companies undergoing leadership changes, needing temporary CFO-level support during transitions or special projects (funding, M&A, restructuring).
Virtual CFO Services
Ideal For
Small & mid-sized businesses wanting ongoing strategic financial guidance forecasts, cash flow, KPIs via remote/virtual CFO support.
Why Business Owners Choose Tee Up Next Gen
No judgment, we’ve seen it all.
Even messy books, confusing cash flow, or rough audits are not a problem. We help you get clean, organized, and back on track.
Custom approach.
Every business is different. We tailor our services based on what you need, cleanup, growth strategy, acquisition due diligence, or long-term CFO support.
Real-world founder experience.
We’ve built, run, and sold real businesses. We speak your language, not accounting jargon.
Flexible and cost-effective
Get CFO-level expertise without the full-time cost.
What Happens After You Reach Out
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Discovery Call
We get to know your business, your challenges, and where you want to go.
Service Match & Proposal
Based on your needs, we propose the right service, Clean-Up, CFO advisory, startup support, acquisition help, etc.
Engagement Kickoff
We begin work: cleanup, assessment, financial modeling, systems setup, or ongoing advisory, whatever you need.
Ongoing Partnership
Monthly or quarterly check-ins, updated forecasts, financial dashboards, and strategic conversations as your business grows.
What Fixes for Good: From Chaos to Confidence
Clean, up-to-date books and records
Better cash flow visibility and fewer surprises
Accurate financial forecasts / budgets for 6–18 months ahead
Margin and profitability analysis across products or services
Confidence to raise capital, refinance, buy another business, or plan an exit
A financial partner — not just a bookkeeper — guiding strategic decisions
Our Approach
Spend every day growing your business, not wrestling the chaos.We are experienced growth CFOs who’ve weathered a climate of austerity. You get insights from running and scaling a real tutoring company with more than 90 tutors. You'll also get practical private-equity experience advising and evaluating other companies as an investment.
Our job is to help business owners build an enduringly profitable company. With real-world experience at scale, you'll finally have a thought partner.
Newsletter
At Tee Up Advisors, we believe in keeping our valued clients informed about the latest news and trends in the financial world.