Growth-focused financial leadership

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.