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Industries

Finance expertise built for your industry

SaaS tracks ARR and churn. Manufacturers track cost per unit and covenant headroom. Care providers track labour and reimbursement. We have run finance in each of these businesses, and build reporting around the drivers that matter to yours.

Free 30-minute consultation. No commitment required.

Experience from finance teams at

NeuralinkNetlifyPlanetiQService DirectHospitableCleanlistGolden CareZuoraDataFoxOraclesticky.ioKPMGGrant ThorntonFarmfolioCiti
Unit economics across every line and site

Manufacturing & CPG

Multi-site producers and consumer brands need costs by unit, by line and by location, plus lender reporting that holds up. We build unit costing, multi-site P&Ls, borrowing-base and covenant reporting, and capex planning on live ERP data.

Gross margin per unitCost per unit by siteInventory turnsCapacity utilizationCovenant headroom
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What we deliver

  • Unit and line-level margin reporting
  • Borrowing-base certificates and covenant packages
  • Capex tracking and 13-week cash
  • Supplier payment runs tied to DPO policy

Services: Bookkeeping · Fractional CFO · Fractional Controller · Billing & Collections

Billing, revenue and metrics investors trust

SaaS & AI Software

Usage-based pricing, AI-first billing platforms and ASC 606 make revenue harder to get right. We have run finance at billing, data and infrastructure software companies and implemented AI-first billing to exceed billing targets.

ARR & net retentionGross marginCAC paybackDSORunway
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What we deliver

  • Usage billing and revenue recognition
  • Collections command centre and cash forecast
  • Board-ready SaaS metrics
  • Fundraising and diligence support

Services: Bookkeeping · Fractional CFO · Fractional Controller · Billing & Collections

Long R&D cycles, big capital needs

Hardware & Deep Tech

From brain-computer interfaces to space-based data, deep-tech companies burn capital long before revenue. We have led finance at a neurotech company from its first finance hire and serve as fractional CFO to a space and weather-data company.

Burn & runwayR&D spend vs. budgetCapex & depreciationMilestone fundingEquity & 409A
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What we deliver

  • Budgets that stay on plan year after year
  • Capital-raise models and data rooms
  • Procurement and approval workflows
  • Equity administration and tender offers

Services: Bookkeeping · Fractional CFO · Fractional Controller · Billing & Collections

Margin on every lead and campaign

Marketing Technology & Services

Performance marketing and lead-generation businesses live on contribution margin. We give leadership a clear view of media spend, revenue per lead and customer profitability.

Contribution marginRevenue per leadMedia spend %Customer concentrationDSO
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What we deliver

  • Customer-level profitability
  • Fractional CFO forecasting and board reporting
  • Collections and credit policy
  • Commission and compensation plans

Services: Bookkeeping · Fractional CFO · Fractional Controller · Billing & Collections

Seasonality, payments and take rate

Hospitality & Travel Tech

Hospitality software and travel platforms deal with seasonal cash, payment flows and marketplace economics. We help finance teams model seasonality and reconcile payment processors to the ledger.

Bookings & take rateSeasonal cashPayment processor reconciliationsGross marginChurn
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What we deliver

  • Payment-processor reconciliations
  • Seasonal cash planning
  • Revenue recognition for platform fees
  • Investor and board reporting

Services: Bookkeeping · Fractional CFO · Fractional Controller · Billing & Collections

Labour, reimbursement and compliance

Healthcare & Care Services

Care providers run on thin margins, high labour costs and slow reimbursement. Our founder served as CFO of a healthcare business for four years, and we bring reporting that ties staffing and payer mix to cash.

Labour % of revenuePayer mixReimbursement cycleCensus & utilizationCash conversion
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What we deliver

  • Location and service-line P&Ls
  • A/R by payer and collections follow-up
  • Payroll and labour reporting
  • Budgeting and lender reporting

Services: Bookkeeping · Fractional CFO · Fractional Controller · Billing & Collections

Cohorts, CAC and payment flows

E-commerce & Marketplaces

Subscription commerce and consumer marketplaces need cohort economics and clean payment reconciliations. We have run finance for a subscription e-commerce platform growing 30% a year, rebuilding its close and board reporting along the way.

Cohort retentionCAC & LTVContribution marginChargebacksInventory & fulfilment cost
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What we deliver

  • Cohort and unit-economics reporting
  • Processor and marketplace reconciliations
  • Sales compensation and commission plans
  • Sales tax registrations coordination

Services: Bookkeeping · Fractional CFO · Fractional Controller · Billing & Collections

CPA-led · AI-enabled · Investor-ready

Ready to build your AI-enabled finance office?

Book a free 30-minute consult. We will map your close, cash and reporting workflows, show you the AI Finance Suite live, and outline what would change in your first 90 days.

  • Free 30-minute consultation
  • Month-to-month engagements
  • Live walkthrough of the apps
  • NDA available on request