Discover why you should hire a CFO, steps to help you find the perfect candidate, and a few challenges you may face. Also, explore the easiest way to hire a CFO.
Josh Yelen, CPA, MBA
Fractional CFO | Fund Manager | Venture Capitalist | Entrepreneur | Certified Exit Planning Advisor (CEPA®) | Start-up Advisor | CPA
With over 20 years of experience in operations, accounting and finance, and sales (and the grey hair to prove it), I founded ClearBooks to help businesses elevate their performance with strategic financial leadership and bookkeeping services. As a CPA and MBA, I have the credentials and the expertise to drive growth, efficiency, and profitability for my clients across various industries, including SaaS, tech (various), healthcare, biotechnology & diagnostics.
I am also a co-founder and managi…
Testimonials
Josh was able to disentangle a complex payroll tax issue involving 15+ states, the IRS, two vendors, and admittedly, some pretty poor record-keeping on our end. He moved swiftly and autonomously while maintaining excellent communication. Beyond that, he's just a fun guy to work with and I'm not sure how one makes taxes "fun." Basically, he did in a week what two major HRIT platforms failed to do over the course of 9 months. I would highly recommend Josh and will be using him again.
John Gwin
CEO, The Auctus GroupOnce we engaged ClearBooks, they immediately put our accounting house in order. All of our transactional accounting and reporting quickly became things we didn’t have to worry about. We appreciated how they integrated technology to help us make our processes simpler and more streamlined. They also quickly evolved our prospective financial modeling so that it provides more valuable information for the business. ClearBooks has set the bar even higher.
Mike Schatzman
Founder and CEO, The Franklin Room
Work
ClearBooks | Fractional CFO and Outsourced Accounting
https://clearbookshq.comWhether you're raising your first round, growing your bootstrapped business, or trying to clean up your books, you can rely on us for your strategic finance and accounting services.
It doesn't matter if you're a small family business or a VC-backed enterprise scaling your business, we can work together to drive your business forward with precise financial operations, informed decision-making, and a partnership built on results.
Experience
ClearBooks
Founder and CEO
Dec 2023 - Present
Whether you're raising your first round, growing your bootstrapped business, or trying to clean up your books, you can rely on us for your strategic finance and accounting services. It doesn't matter if you're a small family business or a VC-backed enterprise scaling your business, we can work together to drive your business forward with precise financial operations, informed decision-making, and a partnership built on results.
- Supporting SMBs & small commercial enterprises through exponential growth to exit
New Leaf Ventures
Founder & Managing Partner
Jul 2021 - Present
We concentrate on early-stage investments, seeking visionary entrepreneurs crafting groundbreaking solutions to meaningful problems, undeterred by the economic tide. Our sector-agnostic approach creates a uniquely diversified venture investment portfolio.
- Founder and Managing Partner of Emerging Venture Capital Fund
Related Blog Posts
Why Hire a CFO + How to Find the Best Candidate 50 CFO Interview Questions (Ideal Answers + Red Flags) Here’s a definitive list of 50 interview questions to ask CFOs to gauge their financial acumen, strategic thinking, leadership qualities, and other essential aspects.
What Is a Fractional CFO? 4 Key Benefits of Hiring One Discover the services a fractional CFO offers, when you should hire one, and the benefits of doing so. Find out how to hire top fractional talent through Go Fractional.
Similar Members
Andrew Selzer-Wong - Finance
- Financial Modeling
- Business strategy
- Term Sheets
- Business Analysis
CFO and generalist startup problem solver focused on financial, business, and fundraising strategy and building fundraising data rooms. Former founder, 2x startup CFO (SaaS, Web3), VC, and advisor to a TechStars startup. MBA, MS Advanced Finance, and Forbes 30 Under 30.
Michael Silverstein - Fundraising
- Strategy
- Strategic Vision & Leadership
- Business Development
- Startups
Supporting Your Capital Raise
Karl Nislow - Startups
- Financial Modeling
- Financial strategy
- Business strategy
- Process Improvement
Startup Finance & Ops Expert - CPG & Tech (Top 3%)
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