We’re not your traditional CFOs. We’re seasoned operators who’ve built, scaled, and optimized multi-million-dollar businesses—just like yours.
Our financial models aren’t hypothetical. They provide you with the facts you need to run the business. They put numbers to all future results removing any uncertainty about future decisions.
We use our financial models in a number of ways. To build a budget, to keep track of expenses to hold leaders accountable. Basically, to drive the outcomes we expect.
All of your accounting, month-end close, accounts payable, accounts receivable, credit cards, reimbursements, cap table, banks.
You name it. There is not an aspect of finance we don’t touch (and haven’t seen before).
We’ll design, create, refresh all management reports and prepare materials for all board meetings and investors.
Anything you need to see, we will get, and have it ready to go whenever you need it next.
We have relationships with the best providers in all of the other expenses that a business deals with. We’ll get you set up with the best rates, best coverages, the right systems and outsourced help based on your specific business.
We’ll set you up with approval work-flows for bills, set the right people up with credit cards, manage and schedule all vendor payments and track down all AR. You’ll always know when cash is coming in and when cash is going out.
We don’t just sit in our finance room. We are operators and work with the entire company to align on process, policies, data requirements.