What to expect
Review
👀
During onboarding, we'll review your chart of accounts & accounting processes.
We'll make suggestions that will make it easier to draw insights from your financial data. Then we'll work with your bookkeeper or CPA to make any changes.
Forecast
🪄
We'll work with you to understand the key levers of your business then build a forecast centered around them.
This will show you how much cash you're projected to have over the next 12+ months. We'll update this as your business changes.
Insights
🕵️
You'll have access to custom reports built for your business. We'll focus on measuring the key levers of your business.
These will help us draw insights out of past results & the forecast to help you feel confident making key decisions for your business.
About
Stephen Newland, CMA
Over the past 14 years, Stephen has worked in finance roles at a variety of organizations including nonprofits, startups, early-stage companies, and Fortune 500.
He has experience in a variety of industries including fintech, financial literacy, foster care, healthcare, professional services, e-commerce, SaaS, construction, real estate, biotech & media.
He believes in making finance simple & actionable so the insights can be used to make business decisions.
