Unfuck your finances in two weeks.
Finance operations for B2B SaaS founders. Built by an operator — not a fractional CFO, not a bookkeeper. Two hours of your time. We handle the rest.
2 hours of your time · 2 weeks to a real plan · No $10K/month retainer
Your books are "fine." Are they?
SEC.01Your revenue tracker lives in a Google Sheet that one person understands. Your CRM says one number. QuickBooks says another. Neither matches what you told your investors last quarter.
Your bookkeeper is doing what you pay them to do. They're just working from broken inputs. AR is silently aging. A contract signed last month still isn't invoiced. Nobody's driving.
A fractional CFO would give you advice you can't act on. A bookkeeper won't fix the system. You need the person between them — the operator who rebuilds the plumbing and gets out.
Who this is for.
SEC.02- + Seed to Series A B2B SaaS, $500K–$5M ARR
- + Finance running out of a spreadsheet and a bookkeeper
- + Books technically closed — nothing ties out
- + Pushing off the CFO hire 12+ months
- + Tired of asking three tools for one answer
- − You need a CPA to sign taxes — we'll refer you out
- − You want a fractional CFO to sit on your board
- − Pre-revenue, no contracts, no billing yet
- − You want someone to tell you what you want to hear
What we actually cover.
SEC.03The full surface area of finance operations for a B2B SaaS startup. In plain English.
AR
Invoicing, collections, follow-up that actually happens.
AP
Vendor payments, approvals, spend controls.
Bookkeeping
Not us. We make sure yours is working.
Treasury & Cash
Account structure, runway visibility, forecasting.
Reporting
Board packs and investor updates that tie out.
SaaS Metrics
ARR, MRR, churn, NRR — from source data, not hand-waved.
Systems & Integrations
Stripe, Tabs, QBO, Xero, HubSpot, Salesforce, Mercury, Rippling.
CRM-to-GL Gap
The place revenue goes to lie. We fix it.
Start with a diagnostic.
A focused two-week audit of your full finance function. Two hours of your time. You walk out with a real plan.
A map of how your dollar actually moves.
We trace a dollar from customer signature to bank account to the GL. Every handoff. Every break. Every place it quietly lies. You'll see your finance function on one page for the first time.
A graded rubric across every function.
AR, AP, bookkeeping, treasury, reporting, metrics, systems. Scored against what should be true at your stage — not abstract "maturity levels." Every score maps to a decision.
A prioritized plan, in three tiers.
- Quick wins — 2-week fixes you could ship yourself
- The build — scoped project, fixed fee, fixed timeline
- Nice-to-haves — what NOT to do right now
How the two weeks actually go.
SEC.05Week 1
Days 1–5-
Day 01 · 90 minIntake workshop
You walk us through how a dollar moves. We capture raw pain points before anyone gets clever.
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Days 02–04 · AsyncForensic work
Read-only access to QBO/Xero, Stripe, CRM, bank. Zero founder time.
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Day 05 · 30 minMidpoint flag
We surface anything urgent. You keep building.
Week 2
Days 6–10-
Days 06–09 · AsyncRubric, plan, scope
We score every function, prioritize, price the build, name the quick wins.
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Day 10 · 60 minReadout
Walk through findings. Decide what we fix, what you fix, what you park.
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Totals~2 hours founder time
10 business days. Fixed fee. No retainer.
What this looks like in the wild.
SEC.06Three systems disagreed on revenue. MRR tracker in Sheets, HubSpot pipeline, QuickBooks GL. We rebuilt the reconciliation and caught $300K of overstated revenue before the next investor update. Found $120K of AR leakage — contracts signed, never invoiced. Brought AP/AR fully current in six weeks.
Read the full forensic breakdown arrow_forwardFounder deciding between Mercury and Xero with nobody to trust. We walked the stack, priced both against actual flow, picked the tools, set up client invoicing, and handed the ongoing work to a bookkeeper who had clean inputs for the first time.
Engagement: 3 weeks · ResolvedQuestions we get.
SEC.07Are you a fractional CFO?
No. A fractional CFO sits on your board and tells you what your numbers mean. We rebuild the systems that produce the numbers, then leave.
Do you do our bookkeeping?
No. Bookkeeping is outsource-only and we'll help you hire if you need to. We make sure whoever does it has clean inputs and a working system.
Do we get an AI agent?
We use AI where it replaces manual work we've done ourselves. We don't ship agents we haven't earned. No "finance copilot" that hallucinates your ARR.
Ready to see what's actually broken?
Two hours of your time. Two weeks to a real plan. Then you decide.