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Trusted by fast-growing B2B businesses
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You can’t scale without knowing your numbers.
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Investors and your team ask tough questions you can’t confidently answer.
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Your time goes to untangling numbers, not growing your business.
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Your financials are a black box, and decisions feel like guesswork.
We conduct a thorough financial audit.
We’ll review your financials, tools, and systems from top to bottom to identify reporting gaps and process issues. We then design a custom plan to set your financial reporting on solid ground.
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We turn KPIs into a visual dashboard you’ll actually use.
After building your financial reporting process, we’ll create a LiveFlow-powered dashboard that auto-updates with your ARR, CAC, LTV, alongside reports such as P&L, balance sheet, cash flow, and budget vs. actuals.
We keep you on course with monthly reports.
No more wondering where you stand. We keep your financial dashboards accurate and up-to-date every month, or we’ll teach you the process to own yourself.
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Work directly with Mariya to fix your confusing financial reporting.
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Make data-driven decisions
Scale with confidence as you make big bets on key growth decisions like hiring and pivoting.
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Secure funding faster
Secure funding faster with credible narratives backed by polished, data-driven reports on ARR, CAC, and more.
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Prioritize cash flow
Ensure cash flow certainty to keep your business running smoothly.
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Get the financial clarity you need to grow your startup to $10M ARR and beyond.
Work directly with an expert who’s scaled startups from $500k to $11M+ ARR.
Build a reporting system from scratch, tailored to your exact business model.
Track LTV, ARR, CAC, churn, and more in automatically updated dashboards.
I have the experience you can bank on.
10x revenue growth playbook
From $500k to $11M ARR — I’ve done it twice, building financial systems that support ambitious growth goals.
70M+ reasons to trust me
I’m actively managing the financial health of companies with over $70M+ in combined ARR.
Deep industry knowledge
I collaborate with founder communities at TechStars, Harvard Innovation Labs, 500 Global, and Y Combinator.
Nova Case Study
Nova was growing but lacked financial clarity, making it hard to align spending with revenue. Forecasts were off, and tracking CAC, churn, and profitability felt like guesswork. We built a streamlined reporting system, helping them control costs, improve forecasting, and extend their runway.
70%
Improved forecast accuracy
65%
Reduction in report prep time
18%
Higher average revenue per customer
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OpenStreet Case Study
OpenStreet’s data was unreliable, making it hard to track cash flow, unit economics, and profitability. Leadership struggled to connect financials to real business decisions. We built a real-time dashboard, delivered financial reports tied to growth goals, and designed forecasting models that gave them clarity and control over their numbers.
95%
Reporting accuracy
25%
Higher LTV-to-CAC ratio
$340k
Unlocked in additional annual margin
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Beam Case Study
Beam’s financials were inconsistent: scattered metrics, misaligned models, and slow month-end reporting left leadership in the dark. We built a structured financial system, automated reporting, and delivered weekly cash flow updates, saving them 40+ hours per month and hundreds of thousands annually.
63%
Less time prepping reports
45%
Improved forecast accuracy
$225k
saved annually in identified cash misallocations
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IVY Case Study
IVY’s month-end close took 3+ weeks, with inconsistent accruals and manual workflows causing delays and errors. Leadership couldn’t trust the numbers.
We standardized reporting, automated workflows, and cut close time by 90%, ensuring accurate financial reports were ready within days.
90%
Reduction in month-end close times
40+
Hours saved per month
30%
increase in headcount without operational delays
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PRICING
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Investor-Ready Financial Reporting
Starting at $5,000
One-time Payment
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FAQs
Your privacy and confidentiality are our top priority. We sign a Mutual Non-Disclosure Agreement (NDA) to ensure all financial data and discussions remain secure and fully confidential.
The Financial Reporting Setup typically takes 3–4 weeks to complete. However, this depends on the team’s ability to collaborate and provide timely input.
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Important: If we uncover accounting issues (e.g., switching from cash to accrual accounting or fixing reporting gaps), the process may take longer. We can guide you through these transitions and connect you with trusted professionals if needed.
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This service is ideal for growth-stage startups & SMBs with $1M+ ARR that are ready to formalize their financial systems, improve visibility, and prepare for scaling or funding rounds (Series A and beyond).
Most of our clients are U.S.-based SaaS & B2B service companies (bootstrapped or venture-backed) generating $1M+ ARR with existing accounting systems like QuickBooks (QB) or Xero.
Yes! After establishing your financial reporting system, we provide ongoing FP&A and fractional CFO services to help you:
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Keep financials updated and aligned with your growth.
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Make data-driven decisions with confidence.
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Stay ahead of cash flow & forecasting needs.
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While we don’t handle the fundraising process directly, our financial reports and dashboards are designed to help you present clear, accurate financials that can impress investors and support your funding efforts.
We typically work with startups that have $1M+ ARR and are ready to scale. If you’re pre-revenue or early-stage, we can connect you with better-fit resources to help you prepare for this stage.
You’ll walk away with:
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A custom financial model integrating P&L, cash flow, and balance sheet, budget vs. actuals reports
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A financial dashboard tracking metrics like ARR, CAC, LTV, and churn
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Investor-ready templates for monthly stakeholder updates.
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A 60-minute walkthrough session to ensure smooth implementation.
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Absolutely. If the audit uncovers issues like the need to switch from cash to accrual accounting or find a new accountant, we can:
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Manage the transition process.
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Recommend trusted professionals (CPAs, accountants, or bookkeepers) from our network.
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We tailor financial models based on your business size, revenue model, and industry-specific KPIs. By analyzing your unique financial structure, we create a dynamic and automated system that reflects real-time financial health and provides actionable insights for growth.
Yes! This process delivers actionable financial insights that help founders:
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Optimize cash flow and runway visibility.
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Streamline hiring, resource allocation, and scaling decisions.
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Impress investors and your team with polished, professional reports.
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