Financial Management & CFO Advisory
Financial Operations That Keep Pace With Your Growth
Structured accounting, financial reporting, and strategic CFO support for technology companies that need clarity, not just compliance.
Most technology companies outgrow their bookkeeper before they’re ready for a full-time CFO.
We fill that gap with structured financial operations, management reporting, and fractional CFO services designed specifically for growing technology businesses.
You get the financial clarity and strategic guidance of a CFO, without the $200K+ salary.
Who this is For
Ideal for:
- Technology companies generating $1M - $50M in revenue
- Businesses scaling rapidly and need financial structure
- Companies raising or preparing to raise funding
- Teams outgrowing QuickBooks or basic bookkeeping
- Businesses needing board-ready financial reporting
WHAT'S INCLUDED
Accounting & Bookkeeping
What it is:
Clean, accurate accounting that provides a foundation for decision-making and financial reporting.
- What we do:
- Monthly bookkeeping and account reconciliation
- Revenue recognition (especially for SaaS/subscription models)
- Expense categorization and tracking
- Accounts payable and receivable management
- Payroll coordination
- Month-end and year-end close
Who needs this:
Every company. This is the foundation of financial clarity.
Financial Reporting & Analysis
What it is:
Management reports, dashboards, and analysis that show you how your business is actually performing.
- What we do:
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Custom dashboards and KPI tracking
- Variance analysis (budget vs. actual)
- Department and project-level reporting
- Cohort and customer analysis
- Board-ready financial reporting
Who needs this:
Companies that need to make data-driven decisions or report to investors/board.
Fractional CFO Services
What it is:
Strategic financial leadership and guidance without the cost of a full-time CFO.
- What we do:
- Strategic financial planning and forecasting
- Cash flow modeling and runway planning
- Budgeting and annual planning
- Financial modeling for decision-making
- Investor and board presentation support
- Operational and strategic advisory
Who needs this:
Growing companies ($2M+ revenue) that need CFO-level insight but aren't ready for a full-time hire.
Cash Flow Management
What it is:
Proactive management and forecasting of cash to ensure you always know your runway and can plan ahead.
- What we do:
- 13-week cash flow forecasting
- Runway analysis and burn rate tracking
- Scenario planning (best case / worst case)
- Working capital optimization
- Cash management strategy
- Funding need identification
Who needs this:
Venture-backed companies, high-growth businesses, or anyone concerned about runway.
Financial Systems & Process Design
What it is:
Setup and optimization of accounting systems, tools, and processes that scale with your business.
- What we do:
- Accounting software selection and implementation (QuickBooks, Xero, NetSuite)
- Integration with business tools (Stripe, PayPal, CRMs)
- Process documentation and workflows
- Automation and efficiency improvements
- Internal controls and approval processes
- Chart of accounts and financial structure design
Who needs this:
Companies migrating from spreadsheets, upgrading systems, or scaling operations.
WHY CHOOSE US FOR FINANCIAL MANAGEMENT
More Than Bookkeeping
We don't just record transactions. We provide analysis, insight, and strategic guidance.
Scalable Structure
Our systems and processes are designed to grow with you—from $1M to $50M and beyond.
Integrated Approach
Financial management connects directly with tax strategy and advisory—no silos.
COMMON QUESTIONS
We primarily use QuickBooks Online, Xero, and NetSuite—and can help you select the right platform.
We coordinate with payroll providers and ensure proper accounting treatment, but we don't run payroll directly.
Yes. We create board-ready financial reports and investor updates tailored to your needs.
GET STARTED
Ready to bring structure to your financial operations?