Business Details
15 Years
experience
Trusted Fractional CFO Services for Private Equity & Venture Capital Firms
Stafford Consulting was founded in 2011 to address the specialized financial needs of private equity and venture capital firms, particularly those holding Small Business Investment Company licenses. With over 24 years of experience in accounting, finance, and management, our team delivers expert consulting and support tailored to the unique demands of these industries. Our fractional CFO services provide high-level financial expertise at a fraction of the cost of a full-time executive, ensuring clients receive strategic guidance without the overhead. We specialize in fund accounting, financial statement preparation, capital call and distribution management, and investor relations through our hosted portal. Our oversight CFO package offers comprehensive management of internal accounting teams and coordination with audit and tax professionals.Founded on the principle that small business investors deserve expert advice, we combine deep industry knowledge with personalized service to help firms navigate complex financial landscapes. Our team's extensive experience includes managing funds ranging from $10 million to $100 million, supported by 12 years of adjunct teaching in finance and accounting. We maintain rigorous attention to detail in treasury functions, budgeting, and human resources administration, ensuring compliance and operational efficiency. Located in Danvers, Massachusetts, we serve clients nationwide with a commitment to transparency and client-centric solutions. Our proven track record demonstrates our ability to deliver measurable value through customized financial strategies that align with each client's specific goals.
Services
Fractional CFO Services
Fund Accounting
SBIC Compliance
Financial Statements
Capital Call Management
Investor Relations
Budgeting Services
Treasury Management
Details
- Year established: 2011
Highlights and features
- 24 years of experience in accounting and finance for PE/VC firms
- Specialized in managing funds from $10M to $100M+
- Customized packages for funds of all sizes
- Proven track record with SBIC compliance and investor relations
- Combines executive leadership with cost-effective fractional solutions
Services
Fractional CFO Services
Our fractional CFO services deliver executive-level financial leadership at a fraction of full-time costs. We provide strategic guidance for fund management, capital allocation, and regulatory compliance. Clients benefit from customized financial strategies that enhance decision-making and operational efficiency while maintaining cost control.
Fund Accounting
Specialized fund accounting covers capital calls, distributions, and investor reporting. We ensure accurate financial tracking across multiple entities with tailored solutions for funds ranging from $10M to $100M+. Our systems maintain compliance with industry standards and regulatory requirements.
SBIC Compliance
We provide comprehensive SBIC license compliance services including documentation management and regulatory reporting. Our expertise ensures adherence to Small Business Administration requirements while optimizing operational frameworks for investment firms seeking regulatory compliance.
Financial Statements
Preparation of GAAP-compliant financial statements for funds, management companies, and general partners. Our services include quarterly reporting, audit preparation, and tax documentation to ensure complete financial transparency and regulatory compliance for investment entities.
Investor Relations
We manage investor communications through hosted portals and distribution systems. Our services include K-1 distribution, capital call notifications, and investor reporting tools that enhance transparency and streamline communication between funds and limited partners.
People
Nichole M. Guerrette
Fractional CFO
24-year accounting and finance expert with 12 years teaching experience at Endicott College. Manages funds from $10M to $100M+ while serving as Smith School Parent Advisory Council Treasurer.
Questions
What is fractional CFO service?
Fractional CFO service provides executive financial leadership on a part-time basis, offering strategic guidance without full-time costs for private equity and venture capital firms.
Do you work with small investment funds?
Yes, we specialize in funds with $10M to $100M+ assets, providing scalable solutions that grow with your investment portfolio and operational needs.
How do you handle investor reporting?
We use hosted portals for document sharing, manage K-1 distributions, and provide regular reporting to maintain transparency between funds and limited partners.
What SBIC services do you offer?
We provide complete SBIC compliance support including documentation management, regulatory reporting, and operational framework optimization for Small Business Investment Companies.
How are your pricing packages structured?
Our All-Inclusive package starts at $6,250/month covering core services, with additional funds costing $2,000/month. The Oversight package at $5,000/month manages existing accounting teams.