Your Business Caddie
We offer fractional CFO services to help guide and support you through the ups and downs of business ownership at rates that suit your needs.
What We Do
Think of us as your business caddie. We're here to provide clarity on the financial health of your business so you can focus on what you do best. We offer strategic and tactical support to help you make informed decisions, improve your bottom line and achieve your business goals.
Whether you're a startup, a growing business or an established company, our flexible and scalable services are designed to meet your specific needs.
We provide personalized and comprehensive financial services including:
✔︎ Financial Modeling
✔︎ Cash Flow Projections & Management
✔︎ Budgeting & Forecasting
✔︎ Expense Optimization
✔︎ Finance Infrastructure Auditing
✔︎ Accounting Team Oversight
Don't Hack It Alone.
Get a Caddie.
Ready to partner with a finance professional who can help guide you to business success? If so, we'd love to hear from you.
At Caddie CFO, we're passionate about helping entrepreneurs succeed. Whether you're interested in learning more about our services or you have a specific question, we're here to help.
Lucas Miller, Founder
Lucas is a seasoned finance professional with extensive experience in financial modeling, startup finance, budgeting, forecasting and cash flow management. He possesses a deep understanding of financial systems and processes and has a proven track record of success.
Before founding Caddie CFO, Lucas was a member of the Strategic Finance team at Homebound, a Series C homebuilding startup. He began his career in the Mergers & Acquisitions group at Jefferies in New York, where he honed his financial modeling skills working on a variety of complex transactions across industries, including successful deals for Amplify Snack Brands, Kendra Scott, FXI, Quickplay Media and Jostens among others. Lucas is a proud graduate of Indiana University's Kelley School of Business and currently resides in Austin, TX.
Select Clients
Testimonials
"Caddie CFO transformed how we manage cash flow in our growing business. We really struggled to forecast our financial future on our own. Having a solid financial model was a game-changer and helped us strategically plan large capital purchases, confidently make hiring decisions and go after larger opportunities in our business. I have less financial stress now and feel equipped with the insights to grow with confidence. It used to just be about managing our cash, now it's about unlocking our full potential."
Kory Ewell, KCM Cable and Manufacturing
"Caddie CFO was absolutely instrumental in securing our Series A at Passionfruit. Their strategic financial guidance and deep understanding of the VC data room process were game-changing. For any founder looking to navigate the complexities of raising capital, Caddie CFO is an indispensable partner. Their expertise not only streamlined our fundraising process but also positioned us for long-term success. I can't overstate how crucial they were in helping us achieve our funding goals. If you're aiming to secure your next VC round, Lucas at Caddie CFO should be your first call."
Raffi Salama, Passionfruit
Testimonials
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Jane Doe
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