Simple 4-Step Process
Insights in Days,
Not Weeks
Connect your QuickBooks and get actionable financial insights within days.
1
Connect QuickBooks
One-click secure connection. No spreadsheets.
< 1 min2
We Analyze
Cash flow, burn rate, runway, and trends.
Automated3
Get Reports
Full financial package with insights.
1 business day4
Debrief Call
Walk through findings and strategy.
Within 5 daysIncluded at All Tiers
1-click QuickBooks sync
Full financial analysis
Reports in 1 day
Debrief in 5 days
Higher Tier Benefits
Additional support with Fractional CFO and Strategic Finance plans.
Board Decks
Investor-ready presentations with KPIs and financials.
Fundraising Support
Data room prep and investor-ready metrics.
Strategy Calls
Ongoing advice on growth and financial planning.
Our Commitment
1 min
to connect
1 day
to reports
5 days
to debrief
Fast turnaround. No compromises on quality.