Finance that fits the business.Not the other way around.
Scope depends on operational complexity, needs and the outputs you expect, not on a price list. These setups are starting points for a conversation.
Finance Essentials
For early-stage companies establishing financial discipline.
Typically at the Start stage.
Indicative involvementLight, recurring involvement.
- Typical client situation
- A founder-led company, often post-seed, with an external accountant and no dedicated finance lead.
- Primary challenges
- ·Limited cash visibility
- ·No reliable plan to steer against
- ·Founders spending time on finance admin
- Core deliverables
- ·Cash forecast
- ·Business plan & budget
- ·Monthly reporting
- ·Founder decision support
- Collaboration rhythm
- Monthly cycle with regular founder check-ins.
- Likely integrations
- Accounting software · Bank feeds
- Relevant disciplines
Finance Operations
For growing companies requiring a stronger operational finance function.
Build and Scale.
Indicative involvementEmbedded, recurring involvement.
- Typical client situation
- A scaling team with recurring revenue, a growing customer base and processes that no longer hold together.
- Primary challenges
- ·Billing and collections strain
- ·Disconnected CRM and finance data
- ·Manual, slow reporting
- Core deliverables
- ·FP&A & rolling forecast
- ·Revenue KPI reporting
- ·Order-to-cash
- ·Reporting automation
- Collaboration rhythm
- Weekly operating rhythm with monthly leadership reviews.
- Likely integrations
- CRM · Billing platform · Accounting software · Payment providers
- Relevant disciplines
Finance Leadership
For established growing companies requiring more sophisticated finance management.
Scale and Transact.
Indicative involvementDeep, leadership-level involvement.
- Typical client situation
- A company with investors, a board and strategic events on the horizon: fundraising, acquisition or transformation.
- Primary challenges
- ·Investor and board expectations
- ·Strategic decisions with high stakes
- ·Finance systems that must scale
- Core deliverables
- ·Board & investor reporting
- ·Strategic finance & scenario models
- ·Finance operating system
- ·Transaction readiness
- Collaboration rhythm
- Continuous partnership with leadership and board cadence.
- Likely integrations
- Full finance stack · Data warehouse or BI · Investor reporting tools
Also available on a project basis: a business plan for a raise, a commission plan, a 13-week cash forecast, a CRM clean-up, process automation, or AI enablement for finance teams.
No fixed prices or binding service levels are published. Bookkeeping, payroll, tax and statutory services are not assumed to be included and can remain with your existing providers.
Five questions.One indicative starting point.
Answer the five questions to see an indicative starting point.