Beltline Capital Advisors

Finance You Can Build On

Services

Full-spectrum finance leadership—from boardroom strategy to daily execution.
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Fractional CFO & Controller Support

Finance Leadership – Build and lead finance functions for growth.

Close & Reporting – Accurate, timely close with management and investor reporting.

Board & Investor Support – Strategic insights and presentations that drive decisions.

Audit Coordination – Smooth, efficient internal and external audit preparation and execution.

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Transaction & Valuation Support

Fundraising Support - Due diligence managment and oversight

Valuation Support - Coordination and review of ASC 820/409A valuations and exit modeling

Scenario Analysis – Model performance and growth outcomes.

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Operational Finance & Accounting

End-to-end management of finance processes — capital planning to KPI tracking and dashboards with strategic planning so numbers drive decisions.

General accounting  - Accounts payable/receivable, cash and general ledger management including reconciliations.

Reporting structure - Chart of accounts  design and dimensional reporting structure to support growth and acquisitions

Compliance and regulation concept. Enforcement of laws, regulations, and standards, requirements, internal policies and procedures. Minimize legal and financial risks, protect corporate reputation.

Regulatory & External Reporting

Regulatory Filings – SEC, global, and industry-specific compliance.

Financial Disclosures – Accurate, timely investor and public reporting.

Techical Accounting – GAAP/IFRS accounting policy implementation and subject matter documentation.

SOX Readiness – Document and test controls for compliance.

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Operational Systems, AI & Automation

ERP Optimization – Streamline and integrate core finance systems.

Process Automation – Reduce manual work utilizing RPA and automated workflows, prioritizing the use of emerging AI tools and technology.

Cross-Functional Integration – Connect FP&A, treasury, and reporting.

Tech Advisory – Select and implement scalable finance technologies.

High Risk and High Return of Business decision making and risk analysis. Risky business risk management control and strategy.

Risk Management Advisory

Regulatory & Compliance – Readiness for SEC, SOX, GAAP/IFRS, and industry rules.

Risk Assessment & Monitoring – Identify, track, and detect key risks.

Internal Controls & Governance – Strong controls to protect assets and ensure audit readiness.

Transaction & Strategic Risk – Indentify potential risks in M&A, capital markets, and vendor deals.

Crisis & Remediation – Rapid response to regulatory issues and process gaps.

Why We're Different:

Big Company Rigor, Small Company Agility

Scaleable systems and controls that match your growth stage.

Deep Private Market Insight

Decades of experience guiding Venture Capital and Private Equity backed businesses through inflection points.

End-to-End Partnership

We don’t just advise—we roll up our sleeves and build with you.

Flexible Engagement Models

Retainer, project-based, or ad hoc—tailored to your stage and priorities.

Tech-Forward Approach

Leveraging AI, automation, and advanced analytics to future-proof finance functions.