financial planning & analysis
The modern fractional CFO
Cash Management & Reporting
Financial Storytelling & Projecting
Departmental Connectivity & Understanding
Dinamic Real-Time Reporting & KPI Tracking
Board & Investor Grade Financial Reporting
Every action you take can be represented by a number. Know your numbers.
Cash Management &
Visualized Reporting
We know that cash is priority. We want to
help you better understand and manage it.
Make it easy on yourself… →
Financial Planning
& Analysis
Your financial reporting should exist to
help you make better decisions and be
more dynamic that an excel spreadsheet.
It’s 2024, don’t ya know? →
Key Stakeholder
Reporting
Your board of directors, investors, and
management team all want to know the
business.
Let’s give the people what they want. →
CASH MANAGEMENT & REPORTING
Let’s focus on getting you more visibility.
Let’s face it, the last time you dug into your balance sheet or statement of cash flows was 2004. The time of standardized accounting system-generated reports is behind us. We’re ushering in a new era of producing visualized and actionable financial reporting.
measure what matters
Is there a specific metric or data point that helps you sleep at night? Our customized reporting allows for real-time visibility into those metrics.
Confidently see the future
Apparently, nobody can tell the future. Our scenario analysis can help you see the financial impact of your future decisions and evaluate different scenarios – so it’s close.
Take action
Looking forward is how you separate accounting from finance. Taking accurate data from the past and utilizing it to make data-driven plans for the future.
stop managing in 16 excel sheets
You don’t have to use the same excel template that your fractional CFO used 16 years ago when they were in industry. Utilizing best-in-class software and tools to support financial planning is ground zero.
FINANCIAL PLANNING & ANALYSIS
Do more with your numbers, plan with confidence.
See that steady growth in June? Yeah, we planned for that in January. Our intentional Q1 & Q2 marketing efforts to push consumers from the Pro Plan and into the Basic Plan has been yielding dividends as our CAC has reduced by 75% and retention has increased by 120%.
It all starts with a plan that stays flexible as business conditions change. Work with a team that can run when you need to run and walk when you need to walk.
BOARD & INVESTOR REPORTING
Keep your investors informed, stoked, and hand them the best data possible.
Sharing your financial data with investors can be stressful. We are here to give you the confidence that you are sharing the best financial data possible.
Accrual-based financial statements
Financial data that goes beyond your traditional reporting
Customized to your investor’s needs
Gain Financial
Clarity.
Our Other Services
Peep our other services:
Financial Planning & Analysis
We provide beautiful reporting and desh boarding to help you have financial clarity within your business at any point in time.
Fractional & Technical Accounting
We are human experts in accounting. We love solving problems and providing our clients with some much needed confidence that a solution exists.
Data Intelligence
We are an A-list team of data consultants and evangelists that have developed an expertiise in connecting your business data to your long-term strategy, desired outcomes, and internal operations