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
✔︎ Fundraising Prep & Diligence Support
✔︎ M&A Support
✔︎ 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
Hey! I’m Lucas, your new business caddie. I started Caddie CFO to help ambitious CEOs and founders like you level up financially.
With a blend of Wall Street polish and startup grit, I bring strategic insight to your business. I began my career at Jefferies in New York, spending 5 years in mergers & acquisitions where I learned how to build financial models while working on deals for brands like Amplify Snack Brands, Kendra Scott and Jostens. I later transitioned to the startup world joining the Strategic Finance team at Homebound before founding Caddie CFO.
As your CFO partner, I focus on what drives your success. I can build your business a strategic financial roadmap, optimize your cash flow to extend your runway, or help you navigate your next fundraise with ease. My goal is to put you in the best position to succeed, just like a golf caddie.
I’m an Indiana University grad based in Austin, TX. When I’m not crunching numbers, I’m probably working on my golf game or enjoying some ice cream in the Texas sun.
I look forward to working with you!
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
People Love Us
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Jane Doe
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John Doe
