Pre-revenue and early startup
Set up the chart of accounts properly, get QuickBooks Online configured, and establish a close process before the mess compounds.
- First hires and contractors
- Founder-run bookkeeping
- Investor or lender questions starting
Startups & growth-stage businesses
The financial function you need before you can hire one.
Growth adds people, services, locations, and revenue streams faster than most finance setups can absorb. We put the structure in place first — clean books, dependable reporting, and CFO-level guidance — so complexity never turns into confusion.
Months of runway at current burn
9.4months+1.6 vs. last quarter
J
F
M
A
M
J
J
A
S
O
N
D
Rolling 12-month cash projection updated with every monthly close.
Projected cashCommitted spend
Where you are
Different stage, different financial job to be done.
Early growth
Revenue is real and so is the complexity. Reporting has to become dependable, and someone has to own the monthly rhythm.
- Multiple revenue streams
- Payroll and AP/AR volume rising
- Margins becoming hard to read
Scaling and multi-location
Inventory, COGS, and location-level reporting matter. Controls and KPIs replace intuition.
- Second and third locations
- Inventory or COGS tracking
- Department or line-level P&L needs
Preparing for the next step
Fundraising, financing, expansion, or a larger strategic move — the numbers need to hold up under scrutiny.
- Diligence-ready financials
- Forecast and budget discipline
- Board or lender reporting
Find your support level
Start with the tier that fits today.
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