Financial Analytics
Financial Analytics. Smarter Decisions.
Cash Management & Reporting
Financial Storytelling & Projecting
Departmental Connectivity & Understanding
Dynamic Real-Time Reporting & KPI Tracking
Board & Investor Grade Financial Reporting
Every action you take can be represented by a number. Know your numbers.
Cash Management &Visualized Reporting
We know that cash is priority. We want to help you better understand and manage it.
Make it easy on yourself...
Make it easy on yourself...
Financial Planning & Analysis
Your financial reporting should exist to help you make better decisions and be more dynamic than an excel spreadsheet.
It's 2025, don't ya know?
It's 2025, don't ya know?
Key Stakeholder Reporting
Your board of directors, investors, and management team all want to know the business.
Let's give the people what they want.
Let's give the people what they want.
cash management & reporting
Let's focus on getting you more visibility.
Remember when you had to slog through spreadsheets and system-reporting hell to build a quality analysis for your business? The time of standardized accounting system-generated reports is behind us. We're ushering in a new era of producing connected, visualized, and actionable financial reporting.
measure what matters
Is there a specific metric or data point that helps you sleep at night? Our customized reporting allows for real-time visibility into those metrics.
Confidently see the future
Apparently, nobody can tell the future. Our scenario analysis can help you see the financial impact of your future decisions and evaluate different scenarios - so it's close.
Take action
Looking forward is how you separate accounting from finance. Taking accurate data from the past and utilizing it to make data-driven plans for the future.
stop managing in 16 excel TABS
You don't have to use the same excel template that your fractional CFO used 22 years ago when they were in industry. Utilizing best-in-class software and tools to support financial planning is ground zero.
financial Planning & analysis
Do more with your numbers, plan with confidence.
See that steady growth in June? Yeah, we planned for that in January. Our intentional Q1 & Q2 marketing efforts to push consumers from the Pro Plan and into the Basic Plan has been yielding dividends as our CAC has reduced by 75% and retention has increased by 120%.
It all starts with a plan that stays flexible as business conditions change. Work with a team that can run when you need to run and walk when you need to walk.
It all starts with a plan that stays flexible as business conditions change. Work with a team that can run when you need to run and walk when you need to walk.
Board & Investor Reporting
Keep your investors informed, stoked, and hand them the best data possible.
Sharing your financial data with investors can be stressful. We are here to give you the confidence that you are sharing the best financial data possible.
Accrual-based financial statements
Financial data that goes beyond your traditional reporting
Customized to your investor's needs
Gain Financial Clarity.
Our Other Services
Peep our other services:
Outsourced Accounting
With a delightful blend of technology and human wizardry - we help establish your accounting ecosystem, clean up current ones, and manage them on an ongoing basis.
Fractional & Technical Accounting
We are human experts in accounting. We love solving problems and providing our clients with some much needed confidence that a solution exists.
Data Automation
We take your manual data exports, uploads, and reformats and turn them into a steady stream of consistent data - wherever you need it.
Data Analytics
We take your dusty excel report or dashboard and turn it into a multi-dimensional tool that allows you to cut the data however you like.
Fractional Data
From data strategy and team education to one-off data architecture projects, we support your temporary projects as your needs evolve.
