US Financial Services for Startups.

SERIOUS ABOUT
THE NUMBERS.
SMART ABOUT
THE BUSINESS.

U.S. bookkeeping, accounting, controller, and

back-office support, based in Israel.

English and Hebrew. We speak your language.

Testimonials

Gila has been Fresh Funds’ CFO since the start. She’s a true professional, diligent, thorough, and genuinely a pleasure to work with. She plays a key role in our day-to- day operations, overseeing the fund’s finances and helping manage the portfolio. We’ve learned a lot along the way together, and one thing we’ve come to count on is that Gila never shies away from a challenge. She steps up to it, and more often than not emerges with flying colors. The kind of person you want handling the numbers: careful with the details, steady under pressure, and someone the whole team relies on.

We have been with CFO Secrets as our bookkeeper (and reality check) through more than one accountant. They are a great team that has been invaluable to our sanity.

We could not be more satisfied with Gila Weiss and the entire team at CFO Secrets. We have been working with the firm since the formation of AGP Fund I, more than five years ago. CFO Secrets has overseen and executed all of the complex account management that is associated with operating a venture capital fund with multiple classes of limited partners, investments in multiple jurisdictions, and a management company with offices and principals based in both Israel and the United States. The CFO Secrets team has also been a critical component of our interactions with our bankers, accountants, and fund administrators. The quality of service has always been impeccable and any questions or needs that we have are always dealt with expeditiously and with a personal touch. Gila and the entire team are knowledgeable and proactively manage all elements of our various financial functions. We appreciate CFO Secrets as a collaborative and solutions-oriented member of our team in all respects.

I have the pleasure of collaborating with CFO secret team across several mutual clients, and their work is highly professional. As both a bookkeeper and an outsourced CFO, they deliver top-tier financial services, meticulous detail, and strategic clarity. Gila consistently goes above and beyond to support clients, making our joint workflow smooth and efficient.

Managing US finances from Israel? Zeh lo pashut!

You’ve officially launched your US operations! Great! But….

You LOVE your Israeli accountant, but they don’t do US work.
You’re hiring your first US employees and, wow, all these different states and their different rules. What do they want from your life?
Same goes for sales tax and compliance, just worse.
You’re trying to keep an eye on your runway and now your money and activity are divided between two countries and two sets of books.
Your investors still want monthly reports; just now they have to be consolidated.
And all while you’re trying to run a growing business, operating in two countries.

CFO Secrets has you covered. Apart from keeping your US books up to date, we can manage your US payroll, supplier payments and customer invoicing and make sure that your numbers are reporting-ready at the end of every month and tax and audit ready at year-end. Your CEO needs a cash report or you need help with a finance project here or there? Again, no problem. Our services evolve with your needs.

Best of all we can do all of this in your time zone, in Hebrew and without you being stuck passing data between service providers.

You just focus on growing your business so we can eventually brag about Our Client, the Unicorn.

FAQs

Do I have to leave my current accountant?

Not at all! CFO Secrets can work alongside your current team and make sure that data is flowing from us to them without you being stuck in the middle.

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One Team. The Whole Picture.

You don’t need to replace every provider you already work with to get better financial support.

CFO Secrets works alongside your bookkeeper, accountant, tax preparer, payroll provider, auditor, and other specialists to keep everything connected.

We manage the moving pieces so you can focus on running the business.

Read the Blog

Personal Finance

Foreign Exchange Risk: Personal Finance Edition

Right…so this is supposed to be a blog dedicated to financial matters for startups. And for the most part, with the exception of this one post, I’ve stayed on topic to an impressive extent. But there is an issue that I keep encountering and I feel I must address it.

August 8, 2017

Finance ABC's

Excel Hacks

If you cannot tell from my images, I love Excel. It’s G-d’s gift to accountants. Actually, it’s G-d’s gift to anyone faced with financial tasks. Like you for instance! Excel’s divine origins notwithstanding, when you are working with a large, complicated file with multiple tabs, calculations and the like, it’s

December 18, 2017

Budgeting

Budgeting and Cash Flows: the Absolute Basics

When I’m not working, writing articles for this website, making (often vain) attempts to keep my garden alive, learning German or knitting*, I volunteer with an organization called Paamonim. We work with families to teach them personal financial management skills. Anyway, this week my team leader had the team come

December 5, 2017