Accounting, finance & advisory / $1M–$50M businesses
Reliable books. Experienced financial leadership. Clear answers about your cash, your margins, and what your business can afford.
General Accounting · Controller/CFO · Advisory
Can I make the next
$100K inventory purchase?
A $60K payment now leaves $90K in this four-week forecast. Confirm supplier terms and the following month’s cash forecast before committing the remaining $40K.
We bring your numbers together, explain what they mean, and help you decide what to do. Explore three everyday examples.
ONE MONTH · CHANNEL CONTRIBUTION
Sales, product costs, fulfillment, advertising, and channel fees
| After direct costs | Online store | Marketplace | Wholesale |
|---|---|---|---|
| Sales | $200,000 | $150,000 | $150,000 |
| Product costs | −$100,000 | −$90,000 | −$90,000 |
| Fulfillment | −$20,000 | −$20,000 | −$10,000 |
| Advertising | −$30,000 | −$25,000 | $0 |
| Channel fees | −$5,000 | −$20,000 | $0 |
| Contribution | $45,000 | −$5,000 | $50,000 |
Illustrative figures and assumptions, not a client result. Contribution excludes shared overhead.
Your online store keeps $45K; wholesale keeps $50K. Marketplace fees, ads, and fulfillment wipe out its margin. More sales there won’t fix the problem at these costs.
Your CFO + sales lead
Review contribution by channel and product each month.
Every growing business hits this arc
Four stages, one team. Wherever you are on the arc, we start there and take you the rest of the way.
It starts here for almost everyone. Reconciliations that don’t reconcile, a close that takes three weeks, numbers you’re not sure you can trust. We clean it up first, so everything after stands on solid ground.
Then we build what should have been there from the start. The chart of accounts, the software, the process that keeps the books clean without you thinking about it.
With the system in place, the close gets fast. A number you can set a calendar by, reviewed and explained before it reaches you.
That’s when the real work starts. Not just what happened, but what it means. Margin, runway, the next hire, the next investment. Decisions made with confidence, not guesswork.
One team. Four stages.
One point of contact. Bookkeeper, senior accountant, controller, and CFO, covered.
How engagements work
We agree on scope and hourly rates before starting. The first 90 days give both sides a clear view of the work and the relationship.
We learn your workload, complexity, and recurring support needs while doing the work.
Once the ongoing scope is clear, we use what we’ve learned to establish a fixed fee for that work.
Your fee can go up or down as the work and the support you need change.
The initial period is paid. Moving to a fixed fee depends on the agreed ongoing scope.
Yes. We can support a specific part of the finance function or take ownership of an agreed scope. We define responsibilities together before starting.
No. We begin with what your business needs. If your books and systems are working well, the engagement can focus on finance leadership or advisory.
We discuss rates and scope before the engagement. Every engagement begins with a paid 90-day hourly trial, then we work toward a fixed fee reviewed quarterly.
A published accounting case
In FynScale’s published nonprofit reconciliation case, bank deposits reconciled for 21 consecutive days while contribution revenue remained understated.
Read the full analysis ↗under-booked in the general ledger for the month
Reconciling deposits was only the beginning. The analysis traced the difference through gross transactions, platform fees, and reversals.
Published case example. See source for context.Your finance team explains what changed, what it means, and what needs your attention. The work and the conversation stay together in your client portal.
See the client experience ↗Experience working with brands such as
Bring the question on your mind
Tell us what you need to understand, improve, or decide.