Our Services

CFO Advisory


From financial modelling to due diligence, we get it because we’ve done it.

We equip you with the right financial models and strategic guidance to help you seal the deal on your next investment round.


We have your back throughout the fundraising process, and after. We do this by supporting you with the following:

  • Finance Strategy & Advisory
  • External Stakeholder Management
    (Investors, Board, CRA, Lenders, etc.)
  • Investor Readiness
  • Financial Modelling
  • Budgeting & Forecasting

Accounting


From bookkeeping to payroll processing and everything in between, we take care of your day-to-day finances so you don’t have to.

We improve how your finances are done with the right people and process.

We give you confidence in your numbers, and save you hours in your day. We do this by supporting you with the following:

  • Bookkeeping
  • Accounts Receivable
  • Accounts Payable
  • Sales Tax Compliance
  • Payroll Processing

Financial Reporting


From management to investor reporting and everything in between, we equip you with the right financial reports.

We give your management team the clarity and insights they crave, and the reporting your investors, board members and lenders want.

We empower you to make well informed strategic decisions that satisfy all of your stakeholders. We do this by supporting you with the following:


  • External Stakeholder Reporting
  • Management Reporting
  • Accrual Schedule Maintenance
  • Internal / External Audit Preparations
  • Accounting Process / Controls Design

Technology


From implementation to optimization, we save you time and help you regain precious hours in your day.

We improve how your finances are done with the right process and scalable tech stack.

We empower you to focus on what matters most. We do this by supporting you with the following:


  • Workflow Optimization
  • Tech Assessments & Implementation
  • Finance Process Automation
  • Generative AI Workflow for Finance
  • Ongoing Support & Optimization

RevOps


From sales enablement to data analysis and insights, we streamline your processes and improve the health of your startup. We equip you with the data, insights and expertise to accelerate your growth trajectory.

We give you data backed recommendations to secure your success.

  • CRM Optimization
  • Marketing & Sales Automations
  • Sales Process Enablement
  • Sales Pipeline Dashboard Development
  • KPI Assessments & Recommendations

Our Services

CFO Advisory

From financial modelling to due diligence, we get it because we’ve done it.

We equip you with the right financial models and strategic guidance to help you seal the deal on your next investment round.


We have your back throughout the fundraising process, and after. We do this by supporting you with the following:

  • Finance Strategy & Advisory
  • External Stakeholder Management
    (Investors, Board, CRA, Lenders, etc.)
  • Investor Readiness
  • Financial Modelling
  • Budgeting & Forecasting

Accounting

From bookkeeping to payroll processing and everything in between, we take care of your day-to-day finances so you don’t have to.

We improve how your finances are done with the right people and process.

We give you confidence in your numbers, and save you hours in your day. We do this by supporting you with the following:

  • Bookkeeping
  • Accounts Receivable
  • Accounts Payable
  • Sales Tax Compliance
  • Payroll Processing

Financial Reporting

From management to investor reporting and everything in between, we equip you with the right financial reports.

We give your management team the clarity and insights they crave, and the reporting your investors, board members and lenders want.

We empower you to make well informed strategic decisions that satisfy all of your stakeholders. We do this by supporting you with the following:


  • External Stakeholder Reporting
  • Management Reporting
  • Accrual Schedule Maintenance
  • Internal / External Audit Preparations
  • Accounting Process / Controls Design

Technology

From implementation to optimization, we save you time and help you regain precious hours in your day.

We improve how your finances are done with the right process and scalable tech stack.

We empower you to focus on what matters most. We do this by supporting you with the following:


  • Workflow Optimization
  • Tech Assessments & Implementation
  • Finance Process Automation
  • Generative AI Workflow for Finance
  • Ongoing Support & Optimization

RevOps

From sales enablement to data analysis and insights, we streamline your processes and improve the health of your startup. We equip you with the data, insights and expertise to accelerate your growth trajectory.

We give you data backed recommendations to secure your success.

  • CRM Optimization
  • Marketing & Sales Automations
  • Sales Process Enablement
  • Sales Pipeline Dashboard Development
  • KPI Assessments & Recommendations

Founders We Support

Founders We Support

Early Growth Founders
Branching Out

Ambitious founders that have reached $1M+ in annual revenue.

The go-getters that are looking to reach their next growth milestone and need a trusted and experienced finance partner in their corner.

Our credible startup CFOs and finance experts work with you to set up your tech stack, processes and financial models. We give you confidence in your numbers, and time back in your day. We set you up for success by guiding your financial decisions and helping you manage your investor relations.

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Established Founders

Pinnacle Peaks

Driven founders that have reached $3.5M+ in annual revenue.

The go-getters that are past orchestrating various finance freelancers, and seek further financial clarity and expertise to accelerate their growth trajectory.  


Our full stack startup finance team empowers you to reallocate your energy and offload your people management. We put the right operational simplicities in place, give you the right strategic insights, the clarity you seek; and the deliverables your investors want. 

Scale Up Founders

Growing Beyond Borders

High-achieving scaleups that have reached $6M+ in annual revenue.

The trailblazers that have ‘been-there-done-that’ and recognize the value of delegating out areas that aren’t part of their team's expertise.

Our full stack team of trusted and recommended startup CFOs and finance experts save you time and energy with a modernized and standardized tech stack and process. From strategic insights to defensible models, we help you get ready for your next fundraising round, while ensuring those that already invested are pleased.