# Eagle Rock CFO - AI-Friendly Documentation

## Site Overview

**Eagle Rock CFO** is a fractional CFO services company providing outsourced finance functions for growing businesses with $5M-$50M revenue. Services include accounting, controller services, treasury management, and CFO/FP&A strategic finance.

Website: https://eaglerockcfo.com

## Target Audience

- Established businesses, PE-backed companies, founder-led and family-owned businesses
- Series A startups ($3M+ raised, post-PMF)
- Companies that have outgrown their bookkeeper and need accounting + strategic finance

## Main Navigation

### Pages
- `/` - Home
- `/about` - About Eagle Rock CFO
- `/how-it-works` - Service delivery process
- `/pricing` - Service pricing tiers
- `/faq` - Frequently asked questions
- `/referrals` - Referral program
- `/the-simple-math` - Value proposition
- `/book` - Free book download
- `/podcast` - Podcast appearances

### Tools & Calculators
- `/tools` - All available tools
- `/tools/cash-flow-forecast` - Cash flow forecasting calculator
- `/tools/cash-flow-runway` - Cash runway calculator

### Resources (Lead Magnets)
- `/resources/13-week-cash-flow-template` - 13-week cash flow template
- `/resources/board-deck-template` - Board deck template
- `/resources/due-diligence-checklist` - Due diligence checklist
- `/resources/ebitda-adjustment-worksheet` - EBITDA adjustment worksheet
- `/resources/finance-tech-stack-checklist` - Finance tech stack checklist
- `/resources/fractional-cfo-rfp-template` - RFP template for hiring fractional CFO
- `/resources/monthly-financial-review-agenda` - Monthly review agenda template
- `/resources/owner-compensation-calculator` - Owner compensation calculator

### Glossary Terms
Financial glossary pages explaining key business metrics:
- `/glossary/409a-valuation` - 409A valuation
- `/glossary/arr` - Annual Recurring Revenue
- `/glossary/burn-rate` - Burn rate
- `/glossary/cap-table` - Cap table management
- `/glossary/cash-conversion-cycle` - Cash conversion cycle
- `/glossary/ebitda` - EBITDA
- `/glossary/ebitda-multiple` - EBITDA multiple
- `/glossary/fractional-cfo` - Fractional CFO
- `/glossary/gross-margin` - Gross margin
- `/glossary/ltv-cac-ratio` - LTV:CAC ratio
- `/glossary/quality-of-earnings` - Quality of earnings
- `/glossary/revenue-recognition` - Revenue recognition
- `/glossary/rolling-forecast` - Rolling forecast
- `/glossary/sde` - Seller's Discretionary Earnings
- `/glossary/working-capital` - Working capital

## Blog Content Categories

### Acquisition Strategy
- `/blog/acquisition-strategy/acquisition-financing` - Financing acquisitions
- `/blog/acquisition-strategy/buy-side-due-diligence` - Buy-side due diligence
- `/blog/acquisition-strategy/developing-strategy` - Building acquisition strategy
- `/blog/acquisition-strategy/post-acquisition-integration` - Post-acquisition integration
- `/blog/acquisition-strategy/valuation-buyer` - Buyer valuation methods

### AI Finance
- `/blog/ai-finance/ai-board-deck-preparation` - AI for board presentations
- `/blog/ai-finance/ai-finance-tools` - AI finance tools
- `/blog/ai-finance/ai-financial-forecasting` - AI-powered forecasting
- `/blog/ai-finance/ai-fractional-cfo` - AI fractional CFO services
- `/blog/ai-finance/automated-financial-reporting` - Automated reporting

### AP/AR Management
- `/blog/ap-ar-management/accounts-payable-process` - AP process optimization
- `/blog/ap-ar-management/accounts-receivable-process` - AR process optimization
- `/blog/ap-ar-management/ap-automation` - AP automation
- `/blog/ap-ar-management/ar-automation` - AR automation

### Board & Stakeholder Reporting
- `/blog/board-stakeholder-reporting/board-kpis` - Board-level KPIs
- `/blog/board-stakeholder-reporting/board-meeting-prep` - Board meeting preparation
- `/blog/board-stakeholder-reporting/board-package` - Board package templates
- `/blog/board-stakeholder-reporting/pe-sponsor-reporting` - PE sponsor reporting

### Business Turnaround Strategies
- `/blog/business-turnaround-strategies/cost-cutting-strategy` - Cost reduction
- `/blog/business-turnaround-strategies/difficult-investor-conversations` - Investor communication
- `/blog/business-turnaround-strategies/down-round-secondary-sales` - Down rounds
- `/blog/business-turnaround-strategies/exit-strategy-options` - Exit planning
- `/blog/business-turnaround-strategies/unit-economics-turnaround` - Unit economics

### Capital Allocation
- `/blog/capital-allocation/capital-reserves` - Capital reserves strategy
- `/blog/capital-allocation/founder-distributions` - Founder distributions
- `/blog/capital-allocation/growth-vs-product-spend` - Growth vs product investment
- `/blog/capital-allocation/operations-budget` - Operations budgeting
- `/blog/capital-allocation/technical-debt-investment` - Technical debt decisions

### Cash Flow Management
- `/blog/cash-flow-management/accounts-payable` - AP management
- `/blog/cash-flow-management/accounts-receivable` - AR management
- `/blog/cash-flow-management/credit-facilities` - Credit facilities
- `/blog/cash-flow-management/inventory-cash-flow` - Inventory optimization

### Compensation Strategy
- `/blog/compensation-strategy/benefits-strategy` - Benefits planning
- `/blog/compensation-strategy/bonus-plans` - Bonus structure design
- `/blog/compensation-strategy/equity-compensation` - Equity compensation
- `/blog/compensation-strategy/executive-compensation` - Executive pay
- `/blog/compensation-strategy/salary-bands` - Salary band structure
- `/blog/compensation-strategy/sales-compensation` - Sales compensation

### Compliance & Audit
- `/blog/compliance-audit/compliant-finance-processes` - Compliant processes
- `/blog/compliance-audit/enterprise-compliance` - Enterprise compliance
- `/blog/compliance-audit/financial-statement-audit` - Financial audits
- `/blog/compliance-audit/gdpr-ccpa-finance` - Privacy compliance
- `/blog/compliance-audit/soc-2-guide` - SOC 2 compliance

### Cost Management
- `/blog/cost-management/activity-based-costing` - Activity-based costing
- `/blog/cost-management/headcount-efficiency` - Headcount planning
- `/blog/cost-management/margin-improvement` - Margin optimization
- `/blog/cost-management/technology-spend` - Tech spend management

### Debt Financing
- `/blog/debt-financing/asset-based-lending` - Asset-based lending
- `/blog/debt-financing/bank-vs-alternative-lenders` - Lender comparison
- `/blog/debt-financing/debt-refinancing` - Refinancing options
- `/blog/debt-financing/equipment-financing` - Equipment loans
- `/blog/debt-financing/loan-covenants` - Loan covenant management
- `/blog/debt-financing/sba-loans` - SBA lending

### Fractional CFO
- `/blog/do-you-need-fractional-cfo` - When to hire
- `/blog/do-you-need-fractional-cfo/hire-when-bigger` - Scaling triggers
- `/blog/cfo-interview-secrets` - Hiring fractional CFO

### Additional Blog Categories
- Alternatives and comparisons
- Financial planning and analysis
- Financial technology
- Fractional CFO services
- Fundraising
- Growth
- KPI and metrics
- Mergers and acquisitions
- Profitability
- SaaS metrics
- Tax planning
- And more (100+ articles total)

## Services

| Tier | Description |
|------|-------------|
| Accounting | Bookkeeping, transaction processing, monthly close, financial statements |
| Controller | Accounting oversight, internal controls, compliance, audit prep |
| Treasury | Cash management, banking relationships, AP/AR optimization, payments |
| CFO/FP&A | Strategic finance, forecasting, budgeting, board reporting, capital strategy |

## Contact

- Website: https://eaglerockcfo.com
- Dan Settel (Partner): dan@eaglerockai.com
- Location: Based in Seattle, serving clients nationwide

## Lead Magnet Downloads

- `/Eagle_Rock_Stage_Specific_CFO_Book.pdf` - Free book on hiring CFOs by stage
- `/WhitePapers/Rethinking Executive Compensation_ A Behavioral Economics Framework.pdf` - Executive compensation whitepaper

## Authentication (App Dashboard)

Separate authenticated dashboard at `/app` for existing clients:
- Revenue analysis
- Profitability tracking
- Cash flow monitoring
- Working capital management
- Expense analysis

Note: The `/app` routes require authentication and are not included in LLM crawling.

## Content last updated

February 2026