FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer a single, comprehensive service—our ‘Financial Clarity Package’ This is a month-to-month engagement with no long-term contracts required. We believe in earning your business every single month. This package is all-inclusive, covering our monthly analysis, strategic guidance, and your dedicated strategy call. There are no hidden fees or surprise charges. We provide premium, specialized service for SaaS founders.
- What is your typical process for working with a new customer?
Our process is designed to be clear, efficient, and focused on delivering value from day one. It follows three simple steps: * Discovery & Onboarding: We begin with a deep-dive call to fully understand your business, your current financial situation, and your specific growth goals. We then securely get 'view-only' access to your financial statements. * Monthly Financial Analysis & Strategy: Each month, our team conducts a thorough analysis of your financial statements. We identify key trends, risks, and opportunities related to your cash flow and profitability. * Action Plan & Strategy Call: We distill our findings into a simple, clear action plan. We then meet with you for a one-hour strategy call to review the plan, answer your questions, and provide the strategic guidance you need to make confident decisions for the month ahead.
- What types of customers have you worked with?
We work exclusively with founders and leadership teams of B2B SaaS and Technology companies, typically those with ARR between $1-5 million. Our clients are often past the initial startup phase and are focused on the challenges of scaling profitably. They are looking for a strategic financial partner, not just a bookkeeper, to help them navigate their growth.