Build the financial side of the business correctly from day one.
Most new companies don't need a CFO. They need the foundation set up right, once, and books that stay current while the founder builds the company. We do that, and we're still here when the questions get bigger.
What we set up
— FEIN and state registrations
— QuickBooks Online and a chart of accounts that will still fit in three years
— Banking structure: operating, payroll and tax accounts, and who can move money
— Payroll setup and the first filings
— Benefits and 401(k) administration, coordinated with the providers
— Sales tax registration and filing calendar
— Monthly books and a one-page founder report
— A budget and a runway line, updated monthly
Usually a fit
— A company with payroll and a bank relationship, or about to have both.
— A funded company that wants the books right before the first board meeting.
— A second business started by an owner we already work with.
— A founder who has watched a previous company outgrow its bookkeeper and doesn't want to do it twice.
Usually not
A pre-revenue company that needs a few hours a year. We'll say so on the first call, and usually suggest who to talk to instead.
Start where you are. Add what you need.
Start
Setup, monthly books, founder report
Expand
Payables, payroll, reporting
Grow
KPIs, cash forecast, first finance hire supported
Strategic
CFO planning, banking, forecasting
The company doesn't rehire the finance function every time the business changes. It adds a layer. How the services fit together
Tell us what's going on. We'll tell you what we see
One conversation with Chris, no deck. He'll tell you what he sees and what it would take to fix it, including if the answer is that you don't need a CFO yet.
Chris Greco, Founder and President.
Your first call is with him, not a sales team.