Is Your Finance Function Ready to Scale?

Month-End Close Under 10 Business Days

Your finance team closes the books within 10 business days of month-end, with reconciled accounts and finalized reports.

13-Week Cash Flow Forecast

You maintain a rolling 13-week cash flow forecast that is reviewed weekly and updated with actuals.

Board Deck Quality and Cadence

Your board receives a structured financial update with KPIs, commentary, and forward-looking metrics at least quarterly.

Investor Reporting Package

Investors receive consistent, professional reporting with burn rate, runway, and key milestones on a defined schedule.

GAAP-Compliant Financial Statements

Your financials are prepared in accordance with GAAP (or IFRS), with proper revenue recognition, accruals, and disclosures.

Three-Statement Financial Model

You have a dynamic financial model (P&L, balance sheet, cash flow) that supports scenario planning and fundraising.

Budget vs. Actuals Variance Analysis

Monthly variance analysis is performed comparing actuals against budget, with explanations for material differences.

AR/AP Process Automation

Accounts receivable and payable processes include automated invoicing, payment reminders, and approval workflows.

Tax Readiness and Compliance

Tax obligations (federal, state, sales tax) are tracked proactively with estimated payments and filing deadlines managed in advance.

CFO-Level Strategic Oversight

Someone with CFO-level expertise is reviewing financial decisions, guiding capital allocation, and advising on growth strategy.