FirmKey’s network partners are experts in delivering fractional CFO services to OTC companies. Whether your business is listed on the pink sheets or preparing to uplist, our vetted professionals offer the strategic finance expertise needed to navigate public company complexities efficiently. Our partners are flexible, part-time CFOs for public companies, who help small public companies build financial strength and transparency.
Why OTC And Microcap Companies Choose Fractional CFOs
Microcap CFO services offer a cost-effective alternative to full-time hires while ensuring access to deep financial expertise. FirmKey’s network includes fractional CFOs who understand the unique challenges faced by OTC public companies, including regulatory compliance, reporting obligations, and capital market dynamics.
Clients turn to FirmKey’s CFO partners for:
- Financial statement oversight and audit support
- SEC reporting experience
- OTC financial reporting and quarterly disclosures
- Budgeting and cash flow management
- Strategic CFO for microcaps and investor relations CFO support
These services help deliver financial leadership for small-cap public companies, ensure due diligence readiness for microcaps and enable public companies to up their finance and accounting.
Key Benefits Of A Fractional CFO For Public Companies
A fractional CFO for an OTC company brings immediate value without long-term overhead. FirmKey’s network professionals support clients with:
- Budgeting, forecasting, FP&A, and variance analysis
- Board and investor reporting, including KPIs and strategic commentary
- Equity and cap table management
- Capital raise support with financial modeling and investor materials
This flexible CFO support for publicly traded startups ensures businesses stay agile, compliant, and investor-ready.
Strategic Support For SEC Compliance And Investor Relations
FirmKey’s network partners bring experienced SEC reporting capabilities to OTC and pink sheet companies preparing for or navigating public market requirements. You can explore more about FirmKey’s SEC reporting support here. These professionals support the full spectrum of SEC compliance and investor communications needs, including:
- PCAOB audit preparation and coordination
Lead the PCAOB audit preparation process, including file organization, supporting documentation, and direct communication with your audit firm to ensure a smooth and timely audit cycle. Learn what a PCAOB audit costs here. - Experienced SEC reporting
Prepare and review mandatory filings such as Form S-1, Form 10, 10-K, 10-Q, and 8-K. Provide guidance on Regulation S-K and S-X compliance, ensure proper MD&A disclosures, and coordinate with legal counsel and auditors to meet filing deadlines with accuracy and transparency. - SEC registration support
Guide your team through the SEC registration process, helping draft and align financial disclosures, structure MD&A sections, and ensure audit-readiness for Form S-1 and Form 10 submissions. - Investor relations CFO support
Develop and implement investor communication strategies, assist with pitch materials, and help present financials during investor meetings or structured capital raises. - Audit committee and governance advisory
Support audit committee formation, internal controls design, and documentation of governance best practices aligned with SEC expectations and uplisting readiness.
How a Fractional CFO Can Help Uplist
Uplisting from OTC to Nasdaq or NYSE, or even from pink sheet to OTCQX/OTCQB requires accounting rigor and governance readiness. FirmKey’s network partners guide clients through:
Uplisting From Pink Sheet To OTCQB Or OTCQX
FirmKey’s network partners specialize in OTC uplisting requirements, including:
- OTC Markets reporting support (Pink, QB, QX)
- Uplisting strategy and execution roadmaps
- Financial reporting for uplisting with accuracy and transparency
- Governance advisory and audit committee formation
Clients receive hands-on support preparing financial packages that meet accounting requirements for uplisting, helping businesses gain traction in the capital markets.
Preparing Financial Statements For Uplisting
Getting your financials ready to uplist is a major task – one public company management teams should not take on without experience advice. When preparing for an uplisting to a major exchange, FirmKey’s network can:
- Prepare GAAP-compliant monthly financials
- Align income statements, balance sheets, and cash flow statements
- Lead audit file organization and support audit execution
- Provide ongoing controller oversight and process optimization
Our flexible engagement model ensures timely, accurate filings that support investor trust and uplisting momentum.
CFOs create accounting materials for uplisting
FirmKey’s partners help answer the critical question: what accounting is needed to uplist? Services include:
- SEC registration and Form S-1 preparation
- GAAP and IFRS reconciliation
- Uplisting accounting checklist creation and execution
- Support through the uplisting process accounting requirements
- SEC compliance for uplisting and investor-readiness
Whether you are uplisting from OTC to Nasdaq or NYSE, FirmKey’s experts deliver clarity and confidence.
- Financial statements for uplisting aligned with GAAP
- IFRS or GAAP reconciliation as needed
- Corporate governance for uplisting, including internal controls
- Financial audit for uplisting and uplisting due diligence
Our partners help clients meet uplisting financial standards and provide the documentation needed for regulatory and investor confidence.
How To Find The Right Fractional CFO For Your OTC Company
Finding the right outsourced CFO for a microcap public company requires experience in public markets, regulatory requirements, and capital strategy. FirmKey connects you with:
- Part-time CFOs for public firms with OTC experience
- Strategic finance for pink sheet companies
- Advisors skilled in improving investor relations
- Experts offering cost-effective CFO solutions for OTC firms
From fundraising to uplisting, FirmKey’s network ensures you access the right professional, at the right time, for the right scope.