Solopreneurs offering
B2B Services

Over $100k/yr in revenue
Great at Business, not Finance
Looking for Financial Guidance

Bootstraped & Funded
Tech Startups

Global B2B Tech Startups
No Finance Team in place
Growth oriented Founders

Bootstrapped Softwarehouse

Results:
- Healthy & Predictable Cash Flow.
- Management able to make data-based decisions.
- Great information flow between Management, Business and Back Office teams.
- Internal & external stakeholders having a trusted person to go to with questions and requests.
Actions:
- Monthly reporting on key financial and non-financial indicators and insights to leaders.
- Monthly forecasting and budgeting on Projects and Overheads.
- Tight control over Overheads, Project Expenses, Revenue, Accruals & Accounting.
- Setting up and Maintaining information exchange between business and finance.
- Direct engagement in billing and receivables in all locations.

PE-backed Tech Startup

Results:
- Happy Investors with trust in the Company.
- Founders (non-financial) able to understand the ROI of their decisions and resources needed.
- Founders and Operations can focus on growing the business, receiving actionable insights and reports.
- Optimized Cash Flow and Expenses.
Actions:
- Identified key insights and indicators important to both management and investors.
- Analyzed Expense structure, identified bloated areas and created a payment system to maximize payment terms.
- Set up, ran and developed controlling and FP&A functions
- Supported Founders through their decision making by providing key financials, analysis, models and sensitivity.
- Introduced accruals to make month to month financial situation more transparent and predictable for Founders.

Invoicing & e-Invoicing

Timely Bill Payments

Cashflow Management

Handling Unpaid Invoices

Vendor Management

Budgeting & Forecasting

Financial Analysis

Financial Controlling

Management Reporting

1:1 & Group Training

Explaining Impact on Business

Financial Advisory

Financial Modeling

Process Creation and Improvement

Hiring and Training in-House Staff

Investor Relations

Strategy Development

Accounting Supervision

Cost Center Management

Indicator Tracking and Analysis

Step 1
Schedule a Call or Email us to talk about your business and current needs.

Step 2
We'll analyze your situation and send you a tailored proposal.

Step 3
Our work begins and you can finally stop stressing about Finance.

Our initial Consultation, is 100% free and aims to solve your first, immediate problem that same day.Commitment is scary sometimes, so instead of a 2 year contract with monthly payments, I suggest we start off with a small, one-off project to test the waters.Additional services include:
- Monthly AP (vendor management and payments)
- Monthly AR (invoicing and collections)
- CFO Enhanced (planning, controlling, AMA access)Out of scope services are charged at an hourly rate of $115 or are priced individually.For tax and payroll services, I can refer you one of our trusted Partners.

on Average
Our Clients
Save 1.7 FTE
at just:

$2137
_{per month}