FAQ

Questions founders ask before we start.

How is AI woven into your services?+

We use AI-native accounting tools to reduce manual work across categorization, reconciliations, and data extraction. Paired with deep system integrations, this creates a consistent data flow between your accounting, billing, and reporting tools, enabling faster closes, more reliable numbers, and timely insights with far less manual effort.

What types of companies do you work with?+

We work with founders of technology companies, primarily SaaS, fintech, and AI-enabled businesses, that have reached roughly $0.5M+ in annual revenue and are beginning to scale. For earlier-stage teams, we also support pre-revenue companies with financial modeling, cash burn forecasting, and fundraising readiness.

What does your pricing look like?+

Services start at $2,000/month and scale based on your revenue stage, service scope and operational complexity. We'll put together a tailored estimate on our intro call once we have a clear picture of your needs.

Do I need to engage you for accounting, finance, and tax together, or are your services modular?+

Our services are modular and designed to fit your existing setup. We can provide end-to-end support across accounting and finance, or work alongside your current bookkeeper or accounting firm. Either way, the goal is the same: strengthen your finance function, establish the right operating rhythms, and support your growth and fundraising objectives.

For Strategic Finance, do you work on a retainer or project basis?+

Both. We offer focused project sprints, including financial model builds, fundraising prep, and similar engagements, as well as ongoing retainer arrangements for companies that need consistent finance leadership and strategic guidance over time.