For small teams managing finances independently.
1-hour recorded meeting
Setup guide for financial record management
Invoicing, payroll, and expense tracking guides
Instructions for key reports (P&L, Cash Flow, Balance Sheet, etc.)
Template for calculating business health metrics
For small teams focused on growth.
For companies ready to scale with advanced FinOps support.
For large businesses needing full-scale support.
Fin Management system setup
Essential business database setup
Payroll, invoicing, accounts receivable/payable
Accounts reconciliation
Key monthly reports (CF, P&L, BS, Burn rate)
Dedicated finance team
1-hour monthly CFO Q&A session
Advanced budgeting and forecasting
Unit economics and cost analysis
Automated business dashboards
Investor-ready reporting
