Know Your Numbers
We provide structured financial support for growing businesses.
Each service level removes a specific type of financial stress.
You choose the level based on where you are today.
You can move up as complexity increases.
No bundled confusion. No hidden scope.
Financial Foundation
Trust the numbers
1
Who this is for
Founders who feel unsure whether their financial data is reliable.
You already have bookkeeping.
But you do not fully trust what you see.
2
What this service does
We create a single source of financial truth.
You get:
Full monthly bookkeeping
Chart of accounts review and cleanup
Bank and balance sheet reconciliations
Error identification and correction loop
Monthly management reporting (P&L, BS, CF)
One structured monthly review in plain language
3
What this service does not do
To keep this reliable and contained, it does not include:
Cash flow forecasting
Budgeting or planning
Scenario analysis
Tax filings or tax planning
Ad-hoc analysis outside the monthly cadence
4
Typical outcomes
Fewer questions about accuracy
Cleaner conversations with accountants
Reduced background financial anxiety
Financial Control
Make decisions with confidence
1
Who this is for
Founders who understand the past, but are unsure about the future.
You need to decide:
Whether you can afford to hire
How long your runway really is
What happens if revenue changes
2
What this service does
We add forward-looking visibility and early warning signals.
Everything in Financial Foundation, plus:
Rolling 12-month cash flow forecast
Monthly forecast updates
Budget framework and budget vs actuals analysis
Burn rate and runway tracking
Identification and tracking of key business KPIs
Monthly decision-focused call
You stop guessing.
You start deciding based on clear scenarios.
3
What this service does not do
To protect focus and speed, it does not include:
Fundraising execution
Board attendance
Daily operational involvement
Unlimited ad-hoc requests
We support decisions.
We do not take over ownership.
4
Typical outcomes
Clear “yes, no, or not yet” answers
Fewer financial surprises
Faster decision-making with less stress
This is the most common level for growing businesses.
Financial Partner
You are not alone anymore
1
Who this is for
Founders facing external pressure or internal complexity.
Investors, boards, banks, and senior hires expect answers.
You want a finance partner, not just reports.
2
What this service does
We operate as part of your leadership team.
Everything in Financial Control, plus:
Scenario modeling for growth, hiring, and downside risk
Strategic cash and investment planning
Board and investor-ready financial reporting
Founder advisory and strategic finance discussions
Proactive guidance on risks and trade-offs
Priority access within defined limits
You gain confidence in conversations.
And relief from carrying financial responsibility alone.
3
What this service does not do
Even at this level, there are clear boundaries:
No full-time availability
No replacement of internal accounting staff
No legal or tax representation
No operational ownership
This remains fractional leadership, not employment.
4
Typical outcomes
Stronger investor and board interactions
Fewer last-minute fire drills
Clear financial direction during growth or uncertainty
Capacity is intentionally limited at this level.
How to Choose the Right Level
If your main question is:
“Are the numbers correct?” → Financial Foundation
“Can we afford this?” → Financial Control
“What should I do?” → Finance Partner
If you are unsure, start with a conversation.
We will tell you honestly what fits and what does not.
Questions
Everything you need to know about our services.
We begin with a conversation about your business, your stage, and what you need most. Then we propose a service level and get to work. Most founders are up and running within two weeks.
You get monthly financial statements, cash flow analysis, and a call with your finance manager to review the numbers. We also handle all bookkeeping, reconciliation, and tax preparation throughout the year.
Yes. As your business grows, your needs change. You can adjust your service level anytime based on what makes sense for where you are.
We do. We coordinate with your CPA on tax strategy and filings. We handle the monthly accounting work so your accountant focuses on tax planning and compliance.
We can manage payroll processing and reporting. For HR and benefits, we partner with specialists and coordinate everything so you have one point of contact.
Let's Talk
If finance feels unclear, reactive, or heavier than it should.