Everything you need, handled
Annual budget
A realistic plan for revenue, costs and hiring, built with you.
Rolling forecast
Updated monthly so you always see where the year is heading.
13-week cash flow
Know your cash position week by week, and act before it gets tight.
Pricing and margins
Find out which products, services and customers actually make money.
Monthly review meeting
We walk through results, explain what changed and agree next steps.
Bookkeeping and payroll included
The full foundation is handled, so your numbers are always reliable.
Your monthly cycle
Close the month
Books, payroll and reconciliations completed.
Analyze
Results compared with budget and forecast, with clear explanations of the gaps.
Review meeting
A working session with you on results, cash and decisions.
On call for decisions
Hiring, pricing, financing or a big purchase? Ask before you commit.
- Revenue is growing and decisions are getting bigger
- You don't know how much cash you'll have in three months
- You're planning to hire, expand, borrow or raise money
- You want a finance person in your corner, not just reports
Frequently asked
How is this different from a bookkeeper?
A bookkeeper records what happened. A Finance Partner helps you decide what happens next: budgets, forecasts, pricing and cash planning.
Who leads the work?
A senior finance lead with Fortune 500 experience in budgeting, forecasting and reporting.
Can you help with a bank loan or investors?
Yes. We prepare the financial statements, forecasts and models lenders and investors ask for.
Is there a long contract?
No. Plans are month to month after your first 30 days.
Ready to get your finances in order?
Book a free 20-minute call. We'll review your setup and send a fixed monthly quote.