We partner with accounting firms to support their clients' budgeting and financial planning needs. Our comprehensive offerings include:

  • Financial Budgeting
  • Budget vs Actual analysis
  • Revenue dashboards
  • Financial KPIs Tracking (MRR, ARR, CAC, and LTV…)
  • Board Presentations
  • Fundraising Plans
  • Cap Table Modeling (Exit payout)

WHO WE SERVE