The CFO side of Product Advantage, led by co-founder Megan VanWinkle, CPA, MBA. Fractional and interim CFO, controller, financial due diligence, audit readiness, finance integration, and financial systems for startups, growth-stage companies, PE portfolio companies, and established businesses that need senior finance judgment every week but not a full-time executive.
The CFO side of a small, senior practice. Megan runs the close, the forecast, the board reporting, the audit, and the systems that produce the numbers, for companies that need a finance lead every week but not a full-time executive. Technology lives on the CTO side.
Forecasting and cash, the monthly close, board and investor reporting, pricing and unit economics, and the systems behind all of it. The CFO seat or the controller seat, whichever you need most. Half a day to two days a week.
Learn more →The finance seat covered for a fixed term through a leadership transition, a raise, a sale, or a first audit. Three to four days a week, typically three to twelve months, then a handoff to the leader you hire.
Learn more →Buyer-side or sell-side. Quality of revenue, margins, working capital, the forecast, the books and controls, and the systems. A report that holds up in the data room, in two to three weeks.
Learn more →Accounting and ERP, close tools, billing and revenue, planning, reporting, and the integrations between them. Selection, implementation, and guidance. Vendor-neutral, no referral fees.
Learn more →A first audit, a review, or a lender's reporting requirement, handled by the controller who runs the close rather than a consultant with a checklist. The business keeps moving.
Learn more →Post-acquisition. Chart of accounts and consolidation, the close calendar, cash and banking, systems, and sponsor reporting folded in on schedule, with the acquired finance team retained.
Learn more →Law firm? Bookkeeping, trust accounting, and firm operations live at BetterDocket, a DBA of Product Advantage LLC.
Megan VanWinkle, CPA, MBA. An accounting undergraduate, an MBA, and a CPA, with years in finance and accounting at Disney, where she is currently a manager in financial systems. She has lived with the close, the controls, the reporting, and the systems that produce the numbers, inside a finance organization built to withstand an audit every year.
That is the difference between fractional finance help from someone who has advised on finance and from someone who has run it. Megan brings the second kind to companies that need a finance lead every week but not a full-time executive, sized for where they are.
The books are behind. A raise or a sale is coming. The finance stack doesn't fit anymore. A first finance hire needs defining. Or the founder is the CFO and would like to stop being the CFO.
Every engagement opens with a two-week finance assessment and a written plan you keep, whether or not the engagement continues.
How a fractional CFO engagement works →For PE portfolio companies, venture-backed teams, and the operating partners who support them. Before the deal, during a transition, and after the close. We sit on the investor side too, through our family office.
The finance seat covered for a fixed term through a transition, a raise, a sale, or an audit. Three to four days a week.
Learn more →Buyer-side or sell-side. Revenue quality, margins, working capital, forecast, books, and systems. A data-room-ready report in two to three weeks.
Learn more →Chart of accounts, close, cash, systems, and sponsor reporting folded in on schedule, with the acquired finance team retained.
Learn more →Accounting and ERP, close tools, billing, planning, and reporting. Selection, implementation, and guidance, vendor-neutral.
Learn more →Megan and Justin co-founded and run the VanWinkle Group, a family investment office that invests directly in technology startups and in venture funds such as DeepWork Capital Fund 3. The financial due diligence Megan does for clients is the same review she does before we write a check.
Software, AI, vertical SaaS, and tools for professionals. Founder-first, financially rigorous.
Including DeepWork Capital Fund 3. Access to the broader early-stage ecosystem and co-investment flow.
A close that's behind, a raise or a sale ahead, a first audit, a finance stack that doesn't fit, or a founder who would like to stop being the CFO. Tell us what's going on. You'll get a reply within one business day and an honest read on whether we're the right fit.