Operate
The clarity of a CFO, without the hire.
Clean books, the metrics that matter, and the cash discipline to grow on purpose. We sit in your corner between tax seasons so every decision is made on numbers you can actually trust.
tax-foundry.com / CFO Dashboard
Cash runway
14 mo
↑ 2 mo vs Q3Net cash
$1.34M
NET REVENUE · TRAILING 12MO
MRR
$128K
+8.2%
Gross margin
71%
+3 pts
Monthly burn
$96K
−5.1%
You can't run strategy on messy data.
We keep your books current and turn them into a clear picture of where the money goes, how profitable you really are, and what's safe to take out.
Books you can finally trust
Clean, current, reconciled — with prior-year messes fixed where needed.
A monthly close you'll actually read
A dashboard of the KPIs that matter, delivered on a predictable cadence.
Cash & runway, never a surprise
Forward-looking cash modeling so you always know your runway and burn.
Board & investor-ready reporting
Financials packaged for the people you answer to — and for fundraising.
Budgets that hold up
Budget vs. actuals so you can steer the year, not just review it.
A finance partner on call
Someone to think through hiring, pricing, and the big decisions with you.
/ What's included
Everything in the engagement
Monthly bookkeeping & reconciliations
Monthly close & KPI dashboard
Cash flow & runway forecast
Budget vs. actuals
Investor / board reporting
Books aligned to your tax plan
Who it's for
Growing businesses outpacing spreadsheets
Founders preparing to raise or scale
Owners who don't trust their numbers
Teams without a full-time finance hire
Stop guessing at your numbers.
Let's get them right.
A 30-minute discovery call. No obligation, no pitch deck — just a real read on your situation.