About Anthony Sotoca
Anthony Sotoca is an independent fractional CFO. Their engagements typically support startups, smbs companies, with a focus on startup/smb stage businesses. The practice offers fractional cfo services, delivered on a part-time, embedded basis so leadership teams gain experienced financial oversight without the cost of a full-time hire. Pricing follows a fiverr fixed project/package structure, with engagements starting around from €138 per project. Founders and CEOs typically engage Anthony Sotoca to build clean financial models, manage cash runway, and translate accounting outputs into strategic decisions.
Services offered
Fractional CFO services
Service coverage
Typical scope Anthony Sotoca covers across a full engagement.
Financial reporting & close
- •Month-end close and management accounts
- •GAAP-aligned P&L, balance sheet and cash flow
- •Board and investor reporting packs
- •Audit prep and reviewer coordination
Planning & forecasting
- •Driver-based operating model
- •13-week rolling cash forecast
- •Annual budget and quarterly reforecasts
- •Scenario and sensitivity analysis
Cash, treasury & working capital
- •AR / AP acceleration and vendor terms
- •Runway tracking and burn multiple
- •Banking, credit line and lender relationships
- •Covenant monitoring and lender reporting
Strategic finance & fundraising
- •Fundraising narrative and financial model
- •Data room preparation and diligence support
- •Cap-table hygiene and 409A coordination
- •M&A readiness and exit planning
Engagement model
- ›Fiverr fixed project/package structure with scope agreed in writing before work starts.
- ›Engagements typically start around From €138 per project, scaled to the size and stage of the business.
- ›Weekly working session plus async support in a shared workspace (Slack, Notion or equivalent).
- ›Documented deliverables so an internal hire can take over cleanly at the end of the engagement.
Ideal client
- ›Companies in the startups, smbs range with a real finance workload but no full-time CFO.
- ›Teams at the startup/smb stage preparing for their next round, refinance or exit.
- ›Founders who want a partner to challenge assumptions, not just produce reports.
- ›Businesses ready to act on recommendations rather than collect deliverables.
Representative case summary
Anthony Sotoca took a founder-led finance function to a board-ready reporting stack
Client profile
A healthtech startup that had just closed a bridge and needed 18 months of visible runway.
Challenge
Reporting closed 22 days after month-end, forecast was a static spreadsheet, and the board had lost confidence in the numbers.
Approach
- ›Instrumented KPI dashboards for ARR, gross margin, CAC payback and runway.
- ›Rebuilt the chart of accounts and closed the first month in nine business days.
- ›Ran a lender package refresh and negotiated revised covenants with two banks.
- ›Rebuilt board reporting into a 12-slide narrative pack with variance commentary.
Outcomes
- +Cut days-to-close from 22 to 8 within two months.
- +Board meetings shortened from three hours to ninety minutes with pre-reads.
- +Freed up ~$480K in working capital by tightening AR and vendor terms.
- +Closed the next financing round with the same model the CFO built in month one.
Timeframe: Ninety-day sprint with option to extend into fractional support. Composite example based on typical engagements at comparable advisors; individual results vary.
Client review summary
Most reviews of Anthony Sotoca highlight a "senior-operator" feel — clients say the work product reads like it came from a long-tenured CFO rather than a part-time contractor.
On the service side, reviewers most often mention fractional cfo services — work is delivered in shared workspaces with clean documentation rather than one-off spreadsheets. Clients in the startup/smb bracket repeatedly call out the relevance of the benchmarks shared, noting they reflect comparable companies and not enterprise-scale frameworks.
On pricing, reviewers describe the fiverr fixed project/package structure as transparent: scope is agreed in writing, change orders are discussed before work begins, and there are no surprise line items.
Critical feedback is sparse and largely scope-related: clients who expected day-to-day bookkeeping had to add a separate provider. Net of pros and cons, the recurring theme is that Anthony Sotoca pays back the retainer within the first quarter through tighter forecasting and a cleaner cap-table and reporting story.
What reviewers praise
- +Proactive cash-flow and runway alerts
- +Fast time-to-value — usable model within 2–3 weeks
- +Clear, board-ready financial reporting
- +Transparent scope and pricing
Where reviewers push back
- −Light on industry-specific tax filings
- −Not a fit if you need daily bookkeeping
Summary aggregated from public reviews, directory listings, and submitted client feedback.
Frequently asked questions
- What services does Anthony Sotoca offer?
- Anthony Sotoca typically covers fractional cfo services. Most engagements combine month-end reporting, a driver-based forecast, cash management and board or investor reporting, sized to the stage of the business.
- How much does Anthony Sotoca cost?
- Anthony Sotoca works on a fiverr fixed project/package structure, with engagements starting around from €138 per project. Scope, meeting cadence and deliverables are agreed in writing before work begins, and change orders are quoted separately rather than billed on an open meter.
- What stage of company is Anthony Sotoca best for?
- Anthony Sotoca is best suited to startup/smb companies that need senior finance leadership but do not yet justify a full-time CFO. Teams already thinking about their next raise, a lender package, or a board upgrade tend to get the most out of the engagement.
- How quickly can Anthony Sotoca start?
- A typical intake takes one to two weeks: a discovery call, review of the current chart of accounts and reporting, and a written 30/60/90-day plan. Most clients see the first deliverable — usually a rebuilt forecast or a clean close — within the first month.
- Does Anthony Sotoca replace our bookkeeper or accountant?
- No. Anthony Sotoca is a strategic finance advisor, not a bookkeeping service. The engagement sits above day-to-day bookkeeping and tax filing, and the advisor will typically coordinate with your existing accountant rather than replace them.
- Is Anthony Sotoca available remotely or on-site?
- Anthony Sotoca operates from remote across the US and delivers most work remotely, with on-site or in-person availability for board meetings, investor pitches and lender negotiations when the engagement calls for it.
- How do engagements with Anthony Sotoca typically end?
- Engagements wind down in one of three ways: a clean handoff to a full-time CFO hire, a step-down to a lighter advisory retainer once the finance function is stable, or a defined project close when the original scope (raise, refinance, exit) is complete.