Services Designed for Your Journey
Whether you're building financial foundations, preparing investor reports, or developing expense policies, we provide the specialized support your business needs at this stage.
Return HomeTargeted Solutions for Specific Needs
Each service addresses particular challenges businesses face at different stages of development. Rather than offering generic packages, we've designed specific solutions around common situations where focused expertise makes meaningful difference.
These services can work independently or complement each other depending on your needs. Many clients start with one service and later add others as their requirements evolve. Our approach remains consistent across all services: understanding your situation, designing appropriate systems, supporting implementation, and helping you develop internal capability.
Startup Financial Foundation
Early-stage companies face unique financial challenges. You need systems sophisticated enough to support growth but not so complex they consume resources better spent on product development and customer acquisition. This service helps establish proper financial infrastructure from the beginning.
We work with you to select accounting software that matches your current stage while accommodating anticipated growth over the next 18-24 months. The chart of accounts we design balances current simplicity with future needs, preventing the common problem of outgrowing basic systems too quickly.
Beyond technical setup, we focus on helping founders understand their financial position. This includes training on interpreting reports, calculating key metrics like burn rate and runway, and knowing what questions investors typically ask. The goal is developing confidence in your financial literacy alongside organized systems.
What's Included
- • Accounting software selection and initial configuration
- • Chart of accounts design for your business model
- • Basic financial controls and approval workflows
- • Founder training on financial fundamentals
- • Monthly close process documentation
- • Standard report templates for board meetings
Investment
$2,100 USD
One-time setup
Investor Reporting Preparation
Communicating financial performance to investors requires presenting information in formats that address their specific concerns and questions. Different investor types prioritize different metrics, and understanding these preferences helps create reports that facilitate productive conversations.
This service involves creating financial reports that meet investor expectations while remaining honest about your business reality. We help structure information to highlight what matters most to your particular investors, whether that's unit economics, customer acquisition metrics, or operational efficiency indicators.
Beyond preparing the reports themselves, we coach you on discussing results confidently. This includes anticipating likely follow-up questions, understanding the story your numbers tell, and addressing concerns directly rather than defensively. The preparation helps investor communications feel collaborative rather than adversarial.
What's Included
- • Analysis of investor expectations and priorities
- • Custom report format development
- • Financial data compilation and verification
- • Supporting analysis and commentary preparation
- • Coaching on presenting results confidently
- • Follow-up question preparation
Investment
$1,400 USD
Per report
Expense Policy Development
Clear expense policies reduce confusion and conflict while maintaining appropriate financial controls. The challenge lies in creating guidelines that prevent genuine problems without creating bureaucracy that slows operations unnecessarily. This service helps establish that balance.
We begin by examining your current expense practices and identifying areas where clearer guidelines would help. Common expense types receive specific treatment in the policy, with approval thresholds that match your organizational structure. The goal is removing uncertainty about what's acceptable without making the approval process burdensome.
Implementation includes communication materials that help staff understand not just the rules but why they exist. When people comprehend the reasoning behind policies, they're more likely to follow them willingly. We also establish review cycles to ensure policies remain relevant as your organization evolves.
What's Included
- • Review of current expense practices and issues
- • Policy documentation for common expense scenarios
- • Approval workflow design and thresholds
- • Communication materials for staff
- • Implementation support and training
- • Periodic review framework
Investment
$1,900 USD
One-time development
Finding What Fits Your Situation
Deciding which service addresses your most pressing needs starts with understanding what's causing the most friction in your current financial management. Different challenges call for different solutions, and sometimes the most obvious pain point isn't actually the root issue.
During initial conversations, we help clarify which service would provide the most immediate value. This might involve starting with one service and adding others later as priorities shift. There's no predetermined path everyone should follow, only what makes sense for your particular circumstances.
Consider Startup Foundation If:
- • You're establishing financial systems for the first time
- • Current processes feel disorganized or inadequate
- • You're preparing for growth or funding rounds
- • Founders need better financial literacy
- • Monthly close feels chaotic or unreliable
Consider Investor Reporting If:
- • You have existing investors requiring updates
- • Preparing for fundraising conversations
- • Current reports don't seem to satisfy stakeholders
- • You lack confidence discussing financial results
- • Investor questions take too long to answer
Consider Expense Policy If:
- • Expense approval processes feel unclear
- • You're experiencing inappropriate spending
- • Growing team needs clearer guidelines
- • Expense categorization is inconsistent
- • Cost analysis proves difficult due to poor data
How Services Work Together
While each service addresses specific needs independently, they often complement each other effectively. Organizations frequently start with one service and later add others as their requirements evolve or as initial improvements reveal additional opportunities.
The most common combination involves Startup Financial Foundation followed by Investor Reporting Preparation as fundraising approaches. The organized systems from the foundation work make preparing investor reports significantly easier. Similarly, Expense Policy Development often follows foundation work once basic systems are functioning and attention can turn to refinement.
Foundation + Investor Reporting
Establishing solid financial infrastructure first makes investor reporting preparation much more straightforward. When underlying data is well-organized, creating compelling investor reports becomes a matter of presentation rather than extensive data compilation.
Foundation + Expense Policy
Once basic systems are functioning, developing expense policies becomes the next logical step in financial maturity. Clear policies work better when supported by organized accounting infrastructure that can track and report on compliance.
All Three Services
Some organizations benefit from comprehensive financial system development that addresses foundation, reporting, and policy simultaneously. This integrated approach works well when preparing for significant business transitions or addressing multiple urgent needs.
Sequential Implementation
Many clients prefer implementing services sequentially, allowing time to absorb each change before adding complexity. This measured approach often produces more sustainable results than attempting everything simultaneously.
Understanding the Investment
The pricing for our services reflects the time, expertise, and attention required to deliver quality results. These aren't quick consultations but substantial engagements involving careful analysis, thoughtful design, and hands-on implementation support.
When evaluating these investments, consider not just the direct cost but also the value of improved financial clarity, time recovered from inefficient processes, and reduced stress from disorganized systems. Many clients find the investment pays for itself relatively quickly through efficiency gains and better decision-making.
What Influences Timeline and Effort
The time required for each service varies based on your starting conditions and business complexity. Organizations with minimal existing systems typically require more foundational work, while those with partial systems in place might need less time. We provide realistic timeline estimates during initial discussions once we understand your specific situation.
Our pricing reflects typical engagement scope, but we remain flexible when circumstances warrant adjustment. If your situation proves simpler or more complex than initially apparent, we discuss appropriate modifications rather than rigidly adhering to standard approaches that don't fit.
Let's Discuss Which Service Fits Your Needs
The best way to determine which service would help most is through conversation about your current situation and priorities. We can explore which challenges feel most pressing and how our services might address them.
Schedule a ConsultationInitial conversations focus on understanding your needs without any pressure to proceed. We want to ensure genuine fit before beginning any engagement.