The team behind Usercentrics’ climb to €100M ARR. Get clarity, confidence, and investor-ready numbers — without hiring a full-time CFO.

SERVICES · FP&A & BOARD REPORTING

Outsourced FP&A, Financial Modeling & Board Reporting for B2B SaaS

Built for subscription, usage-based, and AI revenue models. The model your team actually runs, and the board pack that answers the question before it's asked — for B2B SaaS companies between $5M and $50M ARR.

Book A Growth Call

Trusted by 50+ SaaS businesses, marketplaces, and platforms:

Capabilities

Most models don't survive contact with a real question

The model from the last raise hasn't been opened since the last raise. The board asks what runway looks like if you add a second AE pod, and the honest answer is "give us two weeks." NRR comes out three different ways depending on who builds the slide.

That's not a spreadsheet problem — it's nobody owning the layer between closed books and decisions. We build the driver-based model, run the forecast cycle on it, and ship the board pack ahead of every meeting.

Driver-based operating model

13-week cash flow model

Monthly close-to-forecast cycle

Variance analysis against plan

SaaS metrics defined once (NRR, CAC payback, burn multiple)

Board pack and investor updates

Scenario and fundraising modeling

Runway and cash burn planning

WHO BENEFITS

Who this is built for

SaaS (Software as a Service) Businesses

ARR you can defend in diligence, an NRR bridge the board stops arguing about, and a forecast that survives a hard question on the call.

Marketplaces and Platforms

Take rate, gross versus net revenue, and cohort behaviour modelled the way investors expect to see them.

Tech-Enabled Services

Headcount, utilisation, and margin by service line in one model — so hiring decisions stop being guesses.

Venture-Backed Startups

A model and a board pack that hold up in diligence, ready before the raise starts rather than during it.

Bootstrapped Tech Startups

Forecasting discipline without a finance team — the model, the cadence, and the numbers behind every spend decision.

CLIENT STORIES

From startup to scale-up: Client Stories

"The service provided was exceptional. They untangled our finances and built a model that brought clarity to our entire business. I highly recommend them!"

— Predrag Mandlbaum | Founder

Before Fiscallion

Before

Model rebuilt from scratch every time an assumption changes

NRR comes out differently depending on who builds the slide

Board pack goes out the night before the meeting

After Fiscallion

After

Scenario answers on the call, not two weeks later

One definition per metric, from dashboard to data room

Board pack shipped 7 days ahead, questions pre-answered

faqs

Your Questions, Answered

How quickly can I start seeing value from Fiscallion’s FP&A?
Fast. We deploy proven FP&A frameworks and financial infrastructure - so you start getting forward-looking insights within weeks, not months. That means you move from reactive reporting to proactive growth planning quickly.

How does Fiscallion’s FP&A differ from accounting or bookkeeping?
Accounting looks backward - FP&A looks forward. We layer insights on top of your financials, translating ledger data into future-focused strategy: budgeting, forecasting, KPI alignment, and decision-ready visual reports.

Is FP&A only relevant for larger startups?
Not at all. Whether you're a bootstrapped tech startup or VC-backed, once growth introduces complexity, FP&A becomes mission-critical. It turns raw data into a strategic roadmap - regardless of your size or stage.

How does Fiscallion’s FP&A help me avoid financial surprises?
By combining real-time data with rolling forecasts and scenario planning, we surface early warning signals - like burn rate spikes or revenue dips - so you can preempt issues before they become problems.

What exactly does Fiscallion’s FP&A service include?
We handle the heavy lifting - building dynamic financial models, scenario-based forecasting, strategic budgeting, and performance analysis. Then, we interpret the numbers to fuel smarter decisions, optimize cash flow, and scale growth with clarity.

Is this service suited only for venture-backed startups?
Not at all - while we serve venture-backed tech startups, we’re equally equipped to support bootstrapped SaaS, marketplaces, and tech-enabled businesses. If you're looking to raise capital with clarity and confidence, we're here for you

How does Fiscallion streamline due diligence prep for investors?
We simplify investor requests by building a structured due diligence checklist - covering everything from financial models and cap table snapshots to historical performance. This organized approach saves time and maximizes your ability to close rounds quickly with confidence.

Will Fiscallion help with your pitch deck and investor communications?
Yes - beyond number-crunching, we shape your financial story. We refine your pitch deck’s financial slides, calibrate your messaging for investor audiences, and help ensure communications are consistent, compelling, and backed by rock-solid data.

How can Fiscallion’s investor-ready models boost my confidence with investors?
Our models translate your key metrics into a clear, compelling narrative - projecting runway, scalability, and ROI in ways both you and investors instantly grasp. This financial clarity builds trust and positions you as a prepared, strategic partner.

What specific support does Fiscallion provide during a fundraising round?
We deliver end-to-end strategic support - from building investor-ready financial forecasts and dashboards to crafting pitch deck financials and managing investor communications. Plus, we prepare you with a complete due diligence checklist so you’re always one step ahead.

Is Fiscallion’s advisory service more than just a consulting engagement?
Absolutely. We embed as your strategic finance partner - delivering operational execution, long-term vision, and real financial leadership. This isn’t passive advice - it’s active, tailored, and focused on turning your financial function into a competitive advantage.

How can Fiscallion help manage runway and burn?
We analyze your cost structure, revenue trends, and expense patterns to drive smarter budgeting and extend your runway - so you can grow intentionally without running out of cash. Whether you're venture-funded or bootstrapped, this helps you scale with financial confidence.

How do KPI dashboards and investor-ready models accelerate growth?
Our dashboards surface the metrics you actually use - so you can monitor performance in real-time and shift from reactive to proactive leadership. Investor-ready models make your financial narrative transparent, compelling, and data-driven - helping secure funding, build credibility, and accelerate raising rounds.

Who benefits most from Fiscallion’s CFO advisory services?
We serve growth‑minded tech companies - including SaaS businesses, marketplaces, tech‑enabled services, venture‑backed startups, and bootstrapped tech ventures. Whether you need help scaling, optimizing cash flow, planning for growth, or supporting investors, we’re positioned to meet your unique challenges.

What does Fiscallion’s strategic CFO advisory include?
We go beyond bookkeeping - Fiscallion delivers CFO-level clarity via KPI dashboards, investor-ready financial models, burn-rate and runway planning, cost-structure analysis, strategic budgeting, finance ops optimization, and long-term financial visioning. In short: we transform numbers into a growth-driving strategy.

How long until the first board pack?
The first pack on the new format typically ships in the second board cycle — roughly 6–10 weeks in, depending on the state of the current data and how quickly metric definitions get agreed.

What does this cost?
Two parts. A model build — driver-based operating model, 13-week cash flow, metric definitions, and your first board pack on the new format — is a one-time project from $9,000, delivered over 6–10 weeks. Ongoing forecasting and board reporting runs from $3,500 per month. Both are fixed-fee and scoped in writing before work starts.

Do you do dashboards or BI tooling?
No. We don't do Power BI or dashboard implementation as a service. Reporting here is built around the model and your existing stack — if you need a BI implementation, we'll point you to someone who does that well.

What is a driver-based financial model?
A driver-based model builds forecasts from the operational levers behind the numbers — pipeline volume, conversion rates, pricing, churn, hiring capacity — instead of applying a growth rate to last year's revenue. When an assumption changes, the whole forecast updates and you can see exactly which lever caused it.

What should a SaaS board pack include?
At minimum: an ARR bridge (new, expansion, contraction, churn), NRR and GRR, CAC payback, burn multiple and runway, performance against plan with variance explained, an updated forecast, and the two or three decisions you need from the board. Anything beyond that is usually appendix material.

How often should a SaaS company reforecast?
Monthly for cash and near-term revenue, quarterly for the full operating plan. More often and the team spends more time forecasting than executing; less often and the plan stops describing the business you actually have.

Is FP&A a separate service?
No. FP&A, financial modeling, and board reporting are one engagement, because in practice they're one job: the same model drives the forecast, the variance analysis, and the board pack. Splitting them would mean charging twice for the same underlying work.

Do you build the model or does our team?
We build it, then hand it over with documentation so your team runs it day to day. The goal is a model your finance lead can update independently — not a dependency on us for every scenario question.

How quickly can you start?
A scoping call, then a review of the current books, then onboarding — typically [X weeks] from first call to first close, longer if historical clean-up is needed.

What does outsourced accounting cost?
Ongoing accounting starts at $2,500 per month, or from $4,000 for usage-based, hybrid, or multi-entity revenue. Historical clean-up and accrual conversion, when needed, start at $4,000 as a one-time project. Fixed monthly fee, no hourly billing.

How is this different from a cheaper bookkeeping service?
Commodity bookkeeping is built for simple, flat-subscription businesses and priced accordingly. This is built for SaaS revenue complexity — usage-based recognition, deferred revenue, multi-element contracts — and for books that need to survive diligence. If your revenue model is simple, the cheaper option is genuinely the better buy.

Do you do tax filings?
No. Tax preparation and filing stay with a tax specialist. We keep the books in a state where your tax provider's work is straightforward, and coordinate with them at year end.

Do you replace our existing bookkeeper?
Usually yes for the accounting function itself, though some clients keep an internal person for day-to-day admin while we own the close, reconciliation, and revenue recognition. Both arrangements work.

Can you clean up books that are behind or on a cash basis?
Yes. Clean-up and accrual conversion are scoped as a one-time project before ongoing work starts, so you're not paying a monthly fee while the foundation is still being rebuilt.

Do you handle ASC 606 revenue recognition?
Yes, including subscription, usage-based, and hybrid contracts. Deferred revenue schedules are maintained inside the books rather than in a separate spreadsheet, so the balance sheet and the revenue schedule never disagree.

What's the difference between cash and accrual accounting for SaaS?
Cash accounting records revenue when money arrives; accrual records it when it's earned. For SaaS the gap is significant: an annual contract collected upfront is one month of cash but twelve months of revenue. Investors, acquirers, and auditors expect accrual — and most SaaS companies need to convert somewhere between Series A and Series B.

Have more questions? Send us an email

Contact FISCALLION

Bring your last board deck

Twenty minutes. Bring the deck or the model — whichever one you'd least want a new investor to open. You'll leave with the three things to fix either way.

Send me your board deck (20-min review)