Who we serve
Owner-led businesses and mission-driven nonprofits, served by the same kind of team.
Both are on this page, with the industries we spend most of our time in. Open either one to see the signals that we are a fit and what the first ninety days look like.
Showing for
Businesses
Owner-led companies where the owner still answers the finance questions, and larger companies with a senior finance seat open.
Most are between $1M and $20M in revenue.
Industries
- Startups
- Franchises
- E-commerce
- Sports
- Property management
- SaaS
- Professional services
- Modern merchants
- Pharmacies
- Summer camps
Signals we are a fit
- You answer every finance question yourself
- Close takes weeks, or does not happen
- Reporting arrives too late to use
- Invoices, bills, and reports are typed in by hand
- A lender or buyer is about to ask for numbers
The first ninety days
- Days 0-30Access, documents, platforms, and a kick-off call with your team.
- Days 30-60The routine: approvals, bills, deposits, and a close date.
- Days 60-90Reporting on schedule and your Director in the decisions.
Nonprofits
Executive directors, boards, and finance committees who carry the reporting alongside the mission.
Churches, foundations, and community organizations, including groups of related entities.
Organizations
- Churches
- Foundations
- Community organizations
- Summer camps
- Sports organizations
Signals we are a fit
- The board packet takes a week to build
- Restricted funds live in a side spreadsheet
- The audit is a scramble
- Grant reports get rebuilt each time
- Nobody knows what a program costs to run
The first ninety days
- Days 0-30Access, documents, fund tracking in the system, and a kick-off call.
- Days 30-60The routine: gifts, grants, allocations, and a close date.
- Days 60-90Current restricted balances and a board packet from the system.
What stays the same
Same team shape either way.
The same three seats
A Financial Operations Specialist for the day to day, a Controller for the close and the reporting package, and a Director in the conversations that decide something. Specialists join as the work calls for them.
A close calendar
Month-end lands on a date you can plan around instead of whenever it happens to finish, so the numbers arrive while they can still change a decision.
A team that also builds the tools
We automate the manual steps in your process and build tooling around how you already work.
Tell us where the month breaks down, and we will tell you if we are the right fit.
If we are not, we will say so.
Get Started