No Roof Consulting

What No Roof Consulting does

No Roof Consulting is a Santa Monica-based private financial services and consulting firm founded in 2010 with 51-100 employees. The firm provides three integrated service lines — Fractional CFO services, Bookkeeping & Accounting, and Financial Systems consulting — primarily to early-stage startups, high-growth companies, and operators across the Fintech, B2B SaaS, Consumer Brands, and Service Business verticals, as well as investment portfolios. Revenue is generated through recurring professional service retainers for ongoing CFO and bookkeeping engagements, project-based consulting fees for financial systems implementation, and equity returns from a strategic venture investment arm that takes positions in early-stage companies within the firm's core verticals.

The firm operates a consultative, partnership-first go-to-market motion, reaching clients through its website via direct calls-to-action and leveraging an investor and operator network for referrals. Pricing is custom and quote-based rather than publicly disclosed. Service delivery relies on established third-party financial software, accounting tools, and ERP systems rather than any proprietary technology platform; the firm has no API, no proprietary AI capabilities, and no disclosed patents or certifications. No Roof also operates a venture investment program that aligns capital with service engagements, positioning the firm as an "operator-investor" in portfolio companies and generating equity-appreciation returns alongside professional service fees.

The company is privately held with no disclosed parent company, institutional investors, funding rounds, management team, or named customers in the available data. It has operated continuously since 2010 with no documented M&A activity, leadership changes, regulatory actions, or public positioning shifts, indicating a stable, founder-led boutique advisory model rather than a venture-backed growth operation.

Name

No Roof Consulting

Legal name

No Roof

Website

https://noroof.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

51–100 employees

Short description

No Roof Consulting is a Santa Monica-based financial services firm providing fractional CFO, bookkeeping, and financial systems consulting to early-stage startups and high-growth companies in Fintech, B2B SaaS, Consumer Brands, and Service Business verticals, plus strategic venture investments.

Ownership category

akta.pro rank

Product category

Financial Advisory & Outsourced CFO Services

NAICS

Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Financial Management & Performance Improvement Consulting (BPAHACAF), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Fractional CFO services
• Bookkeeping and accounting
• Financial systems consulting
• Outsourced finance department
• Venture investment partnership

Headquarters

HQ city

Santa Monica

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Fractional CFO Services: Recurring professional services providing embedded C-suite financial leadership to clients on a fractional/part-time basis. Revenue is generated through retainer arrangements for ongoing strategic finance support including financial modeling, forecasting, fundraising support, cash flow management, and board reporting.
2. Bookkeeping & Accounting Services: Ongoing accounting and bookkeeping services including monthly close, accounts payable/receivable, payroll processing, and tax preparation. Revenue generated through recurring service retainers.
3. Financial Systems Consulting: One-time and project-based consulting engagements for implementing financial infrastructure including ERP setup, reporting automation, internal controls, and process documentation. May also include team training and handoff services.
4. Venture Investment Returns: Strategic equity investments in early-stage companies where No Roof can provide financial expertise and operational value. Returns generated through equity appreciation and potential exit events rather than recurring fees.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

No Roof Consulting provides outsourced financial leadership and operations services to growing companies. Its core offerings are Fractional CFO services (embedded C-suite financial leadership including modeling, forecasting, fundraising support, cash flow management, and board reporting), Bookkeeping & Accounting (monthly close, AP/AR, payroll, tax preparation), and Financial Systems consulting (ERP setup, reporting automation, internal controls, process documentation). The firm also makes strategic venture investments in early-stage companies where it can add financial and operational value.

Product overview

No Roof Consulting offers a three-service financial partnership model: Fractional CFO (strategic C-suite leadership), Bookkeeping & Accounting (operational precision), and Financial Systems (infrastructure and automation). These offerings are designed to work together as a comprehensive financial partnership, providing companies with strategic financial expertise, day-to-day accounting accuracy, and scalable financial infrastructure from startup through enterprise growth stages.

Differentiator

Problem solved

Functional benefit

Products and services

• Fractional CFO C-suite financial leadership embedded in clients' businesses on a fractional/part-time basis, providing financial modeling and forecasting, fundraising and investor relations support, cash flow management, board reporting and KPI dashboards, and M&A and due diligence support without the cost of a full-time executive. Targeted at growing companies from inception through Series A/B that need institutional-grade financial leadership.
• Bookkeeping & Accounting Day-to-day accounting services including monthly close and reconciliation, accounts payable and receivable management, payroll processing, tax preparation and compliance, and financial systems setup. Targeted at growing companies requiring accurate, timely, and transparent books as the foundation of financial decision-making.
• Financial Systems Financial infrastructure design and implementation services including ERP and accounting software setup, reporting automation, internal controls design, process documentation, and team training and handoffs. Designed to scale financial infrastructure from startup chaos to enterprise clarity.

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Emerging players

• Paro: Paro is a marketplace that connects companies with fractional finance and accounting experts. Partial overlap as an alternative delivery model for the same underlying fractional CFO demand.
• Catch: Catch provides automated bookkeeping, tax, and financial operations tools for freelancers and small businesses. Adjacent competitor in the lower end of the same addressable market.

Direct peers

• Bench: Bench is a tech-enabled bookkeeping and financial reporting platform with optional CFO add-ons. Competitor on the bookkeeping and lighter-tier CFO side of No Roof's stack.
• B2B CFO: B2B CFO is a national partnership of fractional CFOs serving growth-stage and mid-market companies. Closely matches No Roof's fractional CFO model and partnership-style delivery.
• Decimal: Decimal provides fractional CFO and accounting services for tech-forward SMBs. Comparable in service offering and digital-first delivery model.
• Pilot: Pilot is a tech-enabled bookkeeping, CFO, and tax services firm focused on startups and high-growth companies. It is the most direct competitor to No Roof's three-service model, with the added advantage of proprietary software.
• AcuityCFO: AcuityCFO provides fractional CFO and financial leadership services to small and mid-sized businesses. Direct overlap in the fractional CFO service category.
• The CFO Centre: The CFO Centre provides fractional CFO services globally to SMEs and growth-stage businesses. Directly comparable in service model and target customer profile.
• Kruze Consulting: Kruze provides startup-focused accounting, CFO, tax, and HR services backed by venture capital itself. Highly comparable in target market (venture-backed startups) and service offering breadth.

Broad incumbents

• RSM US: RSM is a Top-5 global accounting and advisory firm offering CFO advisory, transaction advisory, and outsourced finance services. Comparable in fractional CFO and outsourced finance capabilities, but at a larger scale and broader portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/noroofconsulting
• LinkedInlinkedin.com/company/no-roof-restaurant-group

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about No Roof Consulting