For most clients, working with us means spending more on finance & accounting, and they wonder how they’ll see ROI.
You get out what you put in.
Having a clear, clean set of investor-ready financials doesn’t automatically make a business more profitable. Accounting data is just that – data. It’s what you do with that data that makes the difference.
That said, our clients typically see ROI in a few ways…
Goal Setting & Accountability:
Oftentimes, founders don’t have anyone they trust holding them accountable on the business’ goals. Advisors don’t do it. Mastermind groups don’t do it. But the numbers will do it.
We can help you set a budget and goals for things like ROAS, contribution margin, EBITDA, etc. Then, we report on that monthly, giving you unbiased accountability, and helping translate data into clear next steps for the business.
Faster Decisions with Broader Perspective:
We manage nearly a hundred clients, ranging $1m to $100m+. When you work with us, you benefit from our network.
You don’t waste your time researching solutions to situations we’ve already seen, and you get a team that can “see around the corner,” having worked with companies at different points in the scaling journey.
Direct Savings:
There are also several ways that stepping up your finance game explicitly saves or earns you money. For example, we often find expenses that should be removed, and can also help you negotiate better terms and pricing with suppliers.
A clean set of investor-ready financials also lands you better terms with lenders, and can decrease the amount of due diligence necessary (and even increase your valuation) when it comes time to sell equity or sell the business.
On top of all of this…
There’s the psychological ROI that comes from feeling like you have a clear idea of what’s happening in your business, and an unbiased partner to talk through decisions with.
For a lot of founders, that’s as important as the financial ROI.
Almost everyone else you interact with has a biased view on how you should spend the company’s money – your suppliers, 3PL, marketing agencies, executives – everyone.
But we are agnostic about how you allocate your resources, so long as they meet your objectives.
I like to say that we’re “on the side of the business,” in the same way that a good couple’s counselor is, “on the side of the relationship.”
