Controller Services
Close calendar, reconciliations, and clean, audit-ready financials every month.
Financial Management
Clarity, control, and confidence. Build a financial system that funds growth and protects margins.
The problem we solve
- Cash flow surprises and slow month-end close
- Unreliable reports and “can’t trust the numbers”
- Rising CAC, shrinking margins, no unit economics view
- No forecasting or scenario planning tied to reality
Our solution
We design and run a finance stack: reporting, controls, forecasting, and operating rhythms that keep teams aligned to targets.
- Cash flow & 13-week forecasting
- Monthly reporting pack & KPI dashboard
- Budget, scenarios, and variance analysis
- Controls, close calendar, and audit-ready books
What’s included
FP&A & Forecasting
Budget, 13-week cash, and rolling 12-month models tied to pipeline and ops.
KPI Dashboards
Real-time metrics (MRR, CAC/LTV, CM%, DSO/DPO, inventory turns) in one view.
Revenue & Unit Economics
Product/segment margin, pricing tests, and mix analysis to protect profit.
AP/AR & Cash Discipline
Terms strategy, collections cadence, and payment policies that smooth cash.
Fractional CFO
Board packs, lender/Investor updates, capital planning, and decision support.
↑ Cash runwayBetter DSO/DPO and forecast accuracy
↑ MarginPricing & mix aligned to contribution
↓ Time to closeFast month-end and reliable reports
How it works
- 1 Finance audit & data pull (1–2 weeks)
- 2 Model, dashboards, and close process (2–3 weeks)
- 3 Budget & scenarios (1 week)
- 4 Operate & optimize with OBS
Typical timeline to first measurable improvements: 30–45 days.
Finance FAQs
Do you replace our bookkeeper or CPA?
We can either replace or compliment them! We handle controller/FP&A and can partner with your CPA for tax and compliance.
Which tools do you support?
QuickBooks/Xero, Excel/Sheets models, and BI dashboards (Looker/Data Studio/Power BI). We adapt to your stack.
Can you help with fundraising or lending?
Yes—board/creditor packs, KPIs, and scenario plans to support raises or facilities.
Get control of your numbers
Operate from accurate data, not guesswork. Let’s align your finances to growth.