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What are My Options?

Step 1: Choose Controller and/or FP&A service

Controller

  • Oversee monthly close to ensure accurate & timely financials

  • Oversee bookkeeper

  • Monthly review meeting

  • Monthly reporting (including actual to budget, etc)

  • Review, establish & maintain internal controls

  • Review & implement chart of account changes to help make financials more digestible

AND /

OR

Financial Planning & Analysis (FP&A)

  • Develop custom 1-3 year forecast for your organization

  • Forecast will include P&L, Balance Sheet & Cash Flow Statement

  • Cash flow planning

  • Ownership of annual budget process

  • Ad hoc analysis for decision support (pricing, unit economics, expenses)

  • Monthly review meeting

  • Monthly reporting (including actual to budget, etc)

Step 2: Add CFO service (optional)

CFO

  • Overall financial strategy

  • Board support

  • Assistance raising money

  • Cap table management

  • Financial compliance/oversight

  • Compensation structure

  • Tax-related support (help navigating sales tax, credits, filings w/external partners)

  • Integration of financial systems (billing platform, credit cards, expense platform, etc)

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