What’s included
- Variance analysis and mid-quarter reviews
- Custom KPI dashboard and reporting package
- 13-week cash flow and annual forecasting
- Board and lender reporting
- Fundraising, financing and acquisition support
Who it’s for
Founders and owners scaling past the point where bookkeeping alone is enough — raising capital, buying a business, or managing tight cash.
FAQ
What’s the difference between a controller and a CFO?
A controller makes the numbers accurate and timely; a CFO uses them to plan and decide. Many growing companies need both, which is why we offer a bundle.