Full Financial Management
Your entire finance function, owned.
We run finance end to end: banks and cards, payables and receivables, the close, forecasting, lenders and investors. You approve payments; we handle everything around them.
Best for: Brands that want finance fully handled so founders can run the business.
What's included
- Everything in Monthly CFO Review
- Bank and credit card management, balances and team cards
- Accounts payable through Ramp: we prepare and schedule, you approve
- Accounts receivable and collections
- Bookkeeping included or coordinated with your bookkeeper, depending on scope
- Month-end close ownership
- Cash management and the 13-week cash forecast
- Lender relationships and debt raises
- Equity raise support on a flat fee, never a success fee
- Board and investor materials
Scope that flexes with you
Scope flexes up and down. Add a debt raise, pause the monthly review in a quiet quarter, or step down from full management once your systems are running. Change tiers any month without re-onboarding: your data and platform stay the same.
Questions
Do you move money on our behalf?
We prepare and schedule payments in Ramp; you approve them. Authority limits are written into the engagement letter.
Is bookkeeping included?
Depending on scope, bookkeeping is either included through our partner firm or coordinated with your existing bookkeeper.
Other ways to work together
Ready to Get Control of Your Finances?
Get a complimentary financial review and discover opportunities to accelerate your growth.