A professional reporting package that meets the needs of management, board, and investor reporting. You send one trial balance export each month. You get back a full reporting workbook and a 45-minute live CFO review of what's driving your numbers.
Built for SaaS, AI, and tech founders and finance leads after a seed or Series A raise.
Your team needs numbers to run the business. Your board wants budget vs. actual. Your investors want a forecast someone will hold you to. Your books give you a P&L and not much else. The gap between the two usually lands on the CEO's desk, late at night.
Your bookkeeper closes the month. Turning that trial balance into variance analysis and a forecast is a different job, and it's usually nobody's.
The management review, the board deck, the investor update. Every month you rebuild the same comparisons in a spreadsheet instead of running the company.
You know what happened, but not always why, or what it means for the rest of the year, until a board member or investor asks.
The question that trips founders up isn't "what was revenue?" It's "how did that compare to what you told us you'd do?" Forecast-to-actual is the view most early-stage reporting is missing.
Management, board, and investor reporting each ask different questions. One package answers all three, from the same numbers.
Monthly trends, budget-to-actual, and a rolling forecast to guide hiring, spend, and runway decisions.
Budget-to-actual, forecast-to-actual, and a full-year outlook: the views boards spend their meetings on.
The same numbers every month for your investor update, with variances explained so the story holds up.
One workbook with every view your team, board, and investors rely on, and a CFO who walks you through it before anyone else sees it.
See where the business is heading, not just where it landed this month.
Every line against your plan, with dollar and percent variances. The view boards spend the most time on.
How results compared to what you said you'd do. The view that builds trust with investors over time.
Actuals to date plus forecast for the rest of the year, so you know where you'll land before the board asks.
Always twelve months forward, updated each month as the numbers come in.
We walk through what's driving the numbers and the questions your board and investors are likely to ask, so you go in prepared.
No new software, no system migration, no login to manage.
Send your budget and forecast up front. That's the baseline every month is measured against.
You · one timeAfter each month closes, export the trial balance from your accounting system and send it over.
You · monthlyA complete reporting workbook comes back with every view built and every variance calculated.
Me · monthlyA 45-minute session on what the numbers are saying and how to present them to your team, board, and investors.
Together · monthlyThe sample is a full reporting package built on Meridian, a demo company. If you only open one tab, make it budget-to-actual. It's the view most founders are still building by hand.
Built for the stage where you need professional reporting for management, your board, and your investors, plus a CFO's read on the numbers, but not a full-time hire or a full fractional engagement.
Month-to-month. Cancel with 30 days' notice.
A six-figure salary before equity. More than most seed and Series A companies need yet.
The right fit when you need ongoing strategy, fundraising support, and decision-making help across the business.
Professional reporting for management, board, and investors, plus a CFO's read on it every month, for a flat fee. If it isn't earning its keep, you stop.
For 18 years I was the co-founder and CFO who had to explain the numbers: to angels, VCs, strategic investors, lenders, and eventually private equity.
This package is the monthly reporting I wish I'd had early on: the views boards actually use, delivered finished, with someone to pressure-test the story before the meeting.
Co-founded and served as CFO of Etix, a B2B SaaS company, through its sale to Parthenon Capital in 2017. Scaled the company to 100+ employees with operations in China, Ireland, Germany, the Netherlands, and Japan. Now a fractional CFO to SaaS, tech, and AI founders scaling, raising, or exiting, and the founder of Founder Model.
Anything not covered here is a good thing to bring to the call.
A trial balance export from your accounting system after the month closes. That's it. Your budget and forecast are shared once at the start.
No. This picks up where your bookkeeper leaves off. They close the books; the package turns that close into variance analysis, a forecast, and reporting your management team, board, and investors can rely on.
No. If your system can export a trial balance, it works. The deliverable is a workbook, so there's nothing new to log into.
It's month-to-month at $2,500/month. You can stop with 30 days' notice.
If you need help with fundraising, strategy, or bigger decisions, a full fractional CFO engagement is available. We can talk through which fits on the call.
A 20-minute call to look at how you're reporting today and whether the package fits. No pressure, no pitch.
Prefer email? greg@paradigmaf.com