We build the finance function your startup needs — before you need to hire one.

Below roughly $10M in revenue, the work is rarely a full-time job for one person — but it does need several different skill levels. A bookkeeper can’t build your forecast; a controller is overqualified for reconciliations; a CFO won’t do either.

Outsourcing gets you the right seniority applied to each task at a fraction of a loaded salary, with no hiring risk and no single point of failure. When finance genuinely becomes a full-time job, we’ll tell you — and help write the role spec.

Essential typically goes live in about two weeks from a signed proposal. Growth takes three to four weeks, and Strategic four to six, because more has to be agreed upfront — accrual policies, KPI definitions, board pack format.

If your books are significantly behind, cleanup is scoped as a separate project and adds two to six weeks depending on how many periods are open.

Yes, and it’s one of the most common ways engagements start. We reconstruct and reconcile each open period, document every adjusting entry with its rationale, and hand you a restated set of historicals plus a clean cut-off date.

Cleanup is always scoped and priced separately from the monthly fee, after we’ve seen the actual state of the ledger. You’ll never get a surprise cleanup invoice buried in a monthly bill.

Yes. We handle the transition: access transfer, review of the prior period’s work, reconciliation of opening balances, and identification of anything that needs correcting before we take over. You get a written summary of what we found.

We don’t need your existing accountant’s cooperation to do this, though it’s smoother when we have it. We’ll never ask you to burn a relationship on our behalf.

Access to your accounting file and bank feeds, a short kickoff questionnaire about how the business runs, and roughly two hours of a founder’s or operator’s time in the first fortnight.

After onboarding, the ongoing ask is small — a monthly review call and quick answers when we query a transaction we can’t classify from the record alone.

QuickBooks Online and Xero. Both are cloud-native, have solid integration ecosystems, and let you retain full ownership and access to your own file.

If you’re on desktop-only software with no cloud path, we’re likely not the right fit — and we’ll tell you that on the first call rather than three weeks in.

Async-first. Email on every plan, plus a shared Slack or messaging channel on Growth and Strategic. Every message gets a substantive reply within one business day; if the full answer needs longer, you get an acknowledgement and a committed date.

Scheduled video calls are monthly on Growth and Strategic, with a quarterly strategic session on top. We don’t hold meetings that could have been a written update.

Yes — we’re remote and async-first by design, so time zones aren’t a constraint. Calls are scheduled to overlap with your working day rather than ours.

What does matter is jurisdiction: we work to GAAP-aligned management reporting standards and coordinate with your local tax advisor for statutory and tax filings, which vary by country. Bring your specific jurisdiction to the assessment call and we’ll be direct about what we can and can’t cover.

Yes. You get one named contact who owns your account. That’s a written commitment, not a nice intention.

Because methodology, policies and close procedures are documented rather than held in one head, continuity doesn’t depend on any individual being available on a given day — but you’re not being passed around.

That’s the standard arrangement, and it’s how it’s designed to work. We maintain the books and management reporting; your CPA handles tax strategy and filings. We prepare the year-end package so their work is faster and cheaper.

Many CPAs prefer it — clean books mean less time spent reconstructing your year in March.

You get the report pack at least 24 hours before the call, so the meeting isn’t spent reading. The call itself is 30 minutes: what changed, why, what it means for the next quarter, and what decisions are in front of you.

Every call ends with written follow-ups and owners. Nothing important lives only in a conversation.

Yes — month to month with 30 days’ written notice. No annual contract, no auto-renewal trap, no cancellation fee, no penalty clause.

The 30 days exists so we can complete the current close and hand over cleanly, not to keep you paying while you disengage.

Hourly billing puts our incentives against yours. It rewards slow work, makes you hesitate before asking a question, and makes your finance cost unbudgetable.

A fixed fee means you can ask anything without watching a meter, we’re rewarded for working efficiently, and you can put a real number in your own forecast.

Normal growth within your scope band changes nothing — your fee stays fixed. If you cross a band (transaction volume, entity count, monthly spend), we flag it, explain what changed, and agree a new fee in writing before doing any additional work.

You will never receive an invoice for work you didn’t approve.

No. Not on any plan, and we say so upfront rather than letting you find out later. We maintain clean, GAAP-aligned books and prepare a complete year-end package for your CPA or tax advisor.

If you don’t have one, we’ll help you scope what you need — but we won’t pretend to be it.

Yes. Financial modelling, KPI dashboards, cleanup projects, health assessments, unit economics work, system setup and fundraising packages are all available as standalone flat-fee projects.

Plenty of clients start with one project and move to a monthly plan afterwards. There’s no obligation in either direction.

We tell you. If your current setup is working, or a cheaper option genuinely fits your stage better, that’s what the written assessment will say.

You keep the assessment either way. Recommending an engagement that doesn’t fit costs us far more in the long run than the fee is worth.

You do, without qualification. Your accounting file sits in your own subscription under your own login — we work inside it as a user, we don’t hold it. Workpapers, schedules, models and dashboards are your property.

If you leave, you get a complete handover pack: file access, reconciliations, workpapers, models and process documentation. Nothing is held back as leverage.

A mutual NDA is signed before we see any of your numbers, whether or not you ask for one. Access is granted at the minimum level needed and revoked on the day an engagement ends.

We do not publish client names, logos, figures, screenshots or case studies — which is exactly why every figure in the deliverable previews on this page is a placeholder.

One business day for a substantive reply to any message, on every plan. If the answer requires real analysis, you get an acknowledgement within that day plus a committed delivery date.

For anything genuinely urgent — a cash crunch, a diligence deadline — say so and it jumps the queue.

We tell you, before you find it. Errors get corrected, the adjusting entry is documented with its rationale, and we explain what changed in the process so it doesn’t recur.

Reconciliations and a senior review exist precisely to catch errors before they reach your reporting. When one gets through anyway, hiding it would be far more damaging than the error itself.

Yes. The fundraising package covers cleaned historicals, a defensible three-to-five year projection model, a use-of-funds breakdown, a metrics summary and the financial narrative for your deck — plus a data-room checklist and structure.

To be clear about the boundary: we prepare the financial materials and support diligence. We are not brokers, we don’t make investor introductions, and we don’t advise on terms or valuation.

Yes — included from the Strategic plan, and available as an add-on to Growth. You get a board-ready pack in a consistent format every period: KPI scorecard, financials with commentary, cash and runway, hiring plan against target.

We also draft the investor update narrative and a list of the questions your board is most likely to ask, with prepared answers, sent to you before the meeting.

We prepare you for one — reconciliations tied out, schedules built, policies documented, workpapers organised, and liaison with the audit team during fieldwork. That’s an add-on to the Strategic plan.

We do not perform audits or issue opinions. That requires an independent audit firm, and independence is the entire point of the exercise.

Then the engagement worked. We help write the role spec for your first in-house finance hire, hand over documented processes and workpapers, and stay on during the transition if that’s useful.

No exit fee, no penalty, no attempt to talk you out of it. A clean exit is a better outcome for us than a client who resents staying.