At Lucro Finanças, we know that every startup’s financial needs are different. Some companies require only light oversight to stay compliant and organized, while others need hands-on strategic guidance as they scale or prepare for fundraising. That’s why we offer a flexible range of services — from Financial Oversight Advisory to Essential and Strategic CFO advisory, Lucro Vista to bring harmony and structure to your financial and operational data, and Project-Based Engagements. Whether you’re looking to establish solid financial infrastructure, gain clarity on your cash flow, or secure the expertise of seasoned Finance Leadership without the cost of a full-time hire, our offerings are designed to meet you where you are and grow with your business.
CFO Advisory: Essentials + Growth + Strategic
Essentials: Part-time CFO/COO services focused on building financial structure, quarterly reporting, and operations leadership. Designed for small businesses that need more than bookkeeping but aren’t yet ready for full-scale finance leadership.
Strategic: Comprehensive fractional CFO support — from strategic planning and fundraising to international expansion and financial infrastructure. Suited for scaling startups that require ongoing senior finance leadership.
Lucro Vista – Financial Intelligence Data Solutions
Most companies run on five or six systems that have never spoken to each other. Lucro Vista changes that. Our Financial Intelligence Data Solution connects your CRM, ERP, accounting system, AP/AR, payroll, and expense data into a single, automated financial intelligence layer — purpose-built around your business model, your metrics, and the way your company actually operates. Rather than replacing your team’s expertise, Lucro Vista amplifies it: your operating assumptions, your revenue drivers, and your cost structure become the engine of a living financial forecast that updates continuously rather than monthly. The result is a unified view of your financial health, with the KPI reporting, cash visibility, and forward-looking insights your leadership team needs to make decisions with confidence — without the analyst team it would normally take to build it.
Financial Oversight Advisory
Light-touch support to ensure your company’s books, payments, and compliance stay on track. Ideal for early-stage startups that need basic financial oversight without heavy involvement.
Project-Based Engagements
Flexible, one-off support for specific needs such as turnkey financial model builds, financial infrastructure design, or tax incentive support to improve the financial health of your company. A cost-effective way to tap into senior finance expertise on demand.
How our solutions compare:
| Support Activities | Financial Oversight Advisory | Essentials CFO | Strategic CFO | Lucro Vista |
|---|---|---|---|---|
| Monthly bookkeeping oversight | ✓ | ✓ | ✓ | |
| Financial statements (inc cash flows) | Quarterly | Monthly | ||
| Accounts payable monitoring | ✓ | ✓ | ✓ | |
| Accounts receivable monitoring | ✓ | ✓ | ✓ | |
| Cash flow forecasting | ✓ | ✓ | ||
| Budget creation & management | ✓ | ✓ | ✓ | |
| KPI dashboard setup | ✓ | ✓ | ||
| KPI development | ✓ | ✓ | ||
| Scenario planning | ✓ | |||
| Investor reporting | Quarterly | Monthly | ||
| Fundraising support (decks, models, diligence)* | ✓ | |||
| Strategic advisory with founders/leadership | ✓ | |||
| Operations efficiency guidance | ✓ | |||
| Team hiring/finance org design | ✓ | ✓ | ||
| International structuring & compliance | ✓ | |||
| Advanced FP&A modeling & analytics | ✓ | ✓ | ||
| Financial infrastructure (systems, tools, processes) | ✓ | ✓ | ||
| One-off financial model build / project work | ✓ | |||
| Operations support | ✓ | |||
| Fees | Fixed fee | Variable fee | Variable fee | Fixed fee |
* Strategic CFO solution provides continuous, hands-on fundraising strategy and investor engagement.
Custom Solutions
Looking for a different blend of support activities? Drop us a line to discuss how we can best support your company.