One team across all of it.
The finance team you'd build yourself. Everything below runs through one login and one source of truth: the same team and the same portal, so your metrics agree with your accounts and your forecast agrees with both.
Accounting & Financial Operations
A clean close that ties out every month.
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Accounting & Financial Operations
A clean close that ties out every month.
We handle transaction categorization, reconciliation, monthly closes, and financial statement prep so your financials stay accurate and investor-ready. We work with your existing stack (Xero, QuickBooks, Stripe, Brex, Mercury, whatever you run) and coordinate with your tax accountant at year-end.
Who It's For
Companies that outgrew their bookkeeper but don't need a full-time controller. First hire to about fifty staff.
Key Deliverables
- Monthly reconciliation across bank, Stripe, and corporate cards
- Transaction categorization with SaaS-specific COA
- Monthly close with accrual adjustments
- Three-statement financials (P&L, balance sheet, cash flow)
- Year-end close ready for your tax accountant
Metrics and Reporting
ARR, retention, and burn tracked for investors.
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Metrics and Reporting
ARR, retention, and burn tracked for investors.
We calculate and track the metrics that matter for your stage: ARR, MRR, net and gross retention, CAC, LTV, burn multiple, Magic Number, Rule of 40, CAC payback. Delivered in a live dashboard you can open during board prep or investor calls.
Who It's For
Founders who know they need clean metrics but don't have someone internal to calculate them correctly and consistently.
Key Deliverables
- Live metrics dashboard
- Monthly metrics refresh tied to billing and cash data
- Cohort retention analysis
- Rule of 40 and burn multiple tracking
- Custom KPIs specific to your business model
Payroll
Contractor and employee payroll handled across jurisdictions.
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Payroll
Contractor and employee payroll handled across jurisdictions.
We manage payroll, contractor payments, equity reporting, and benefits administration. Built for distributed teams with a mix of employees and contractors across multiple countries.
Who It's For
Companies with distributed or remote teams that have outgrown a single-country payroll tool.
Key Deliverables
- Employee payroll processing
- Contractor payment coordination (Deel, Remote, or direct)
- Payroll tax compliance
- Benefits and deductions management
- Equity grant tracking and reporting
Compliance Readiness
Every deadline tracked, year-end closed, and your tax accountant handed everything they need.
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Compliance Readiness
Every deadline tracked, year-end closed, and your tax accountant handed everything they need.
We keep a compliance calendar across every jurisdiction you operate in, keep the year closed and current, and prepare the full handover package for your tax agent. We are not a registered tax agent and don't file on your behalf: we make sure whoever does has everything they need, on time.
Who It's For
Companies selling across multiple states or countries that need deadlines tracked and the filing package prepared without hiring internally.
Key Deliverables
- Compliance calendar across all jurisdictions
- Year-end close, ready for your tax accountant
- Deadline tracking and reminders
- Complete handover package for your tax agent
- Year-end documentation and support for your auditor
Financial Planning & Analysis
Forecasts that hold up in a board meeting.
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Financial Planning & Analysis
Forecasts that hold up in a board meeting.
We build financial models, scenario plans, and forecasts that answer real founder questions. What's your 18-month runway? What happens if you miss your next two months of new ARR? How much do you need to raise to hit 2x ARR in 18 months? Clear answers in a format you can send to your board.
Who It's For
Founders preparing for a fundraise, a board meeting, or a growth decision that needs more than a gut call.
Key Deliverables
- Custom financial model with scenario tabs
- Monthly forecasting and budget vs. actuals
- 18-month cash runway model
- Headcount planning tied to ARR targets
- Board and investor update reporting
Capital Strategy & Deployment
Raise it, deploy it, and manage what's in the bank.
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Capital Strategy & Deployment
Raise it, deploy it, and manage what's in the bank.
We help with fundraise prep (model, data room, cap table), treasury management (GICs, money market, fixed income for excess cash), and capex decisions. The finance-side work a founder shouldn't be doing themselves but usually is.
Who It's For
Founders actively fundraising, companies sitting on raised cash that needs to earn yield, or operators deciding whether to build, buy, or lease something big.
Key Deliverables
- Fundraise prep and investor diligence support
- Cap table and equity management
- Treasury and excess cash investment strategy
- Currency hedging and FX risk management
- Capex modeling and ROI projections