Founder Pain‑Points
Founders often face cash‑runway anxiety, messy books, investor pressure, and the high cost of a full‑time finance hire. We solve these with real‑time dashboards and weekly runway emails, daily cloud bookkeeping and a five‑day close, investor‑ready models and KPI packs, and on‑demand CFO hours that scale as you grow.
Core Service Modules
- Startup CFO Lite – 12‑month driver‑based forecast, monthly CFO call, burn‑rate alerts.
- Budgeting & Rolling Forecasts – annual budgets, rolling reforecasts, variance monitoring.
- Accounts Payable & Receivable – end‑to‑end vendor bill, payment run, invoicing, and collections support.
- Cash & Working Capital Management – daily cash planning, runway analysis, liquidity optimisation.
- Fund‑Raise Readiness – deck financials, KPI storytelling, cap‑table updates, dataroom checklist.
- Financial Modeling for Seed & Series A – investor‑ready projections, valuation scenarios, and runway analysis.
- Investor Reporting & Board Packs – monthly/quarterly updates, metric dashboards, narrative commentary.
- Full‑Stack Bookkeeping – QBO/Xero setup, accrual books and bank recs, close in ≤5 business days.
- KPI & Unit‑Economics Dashboards – LTV/CAC, MRR/ARR, cohort churn trends automated in Power BI.
Tech Stack & Compliance
We work seamlessly with QuickBooks, Xero, Power BI, SAP, and Stripe, delivering GAAP/IFRS‑compliant outputs.