Ready to get clarity?
30 min · no prep needed
Founder-led & owner-operated · Fully remote, based in New Orleans

Your books tell you where you’ve been.
We tell you when you’ll run out of cash.

Built for founders and owner-operators who’ve outgrown their current financial setup but aren’t ready to hire a full-time CFO. We operate accounting, cash management, and rolling forecasts as one connected function.

See how it works

From 3 weeks · Starts at $3K · The files are yours

Early stage to $100M+
client revenue range
50+
companies served
3+ yrs
average client engagement
The right way to start

A forward view of your
business, starting at three weeks.

When something is unclear (runway, a hiring decision, an investor question), the Cash Clarity Sprint builds the forward view that answers it.

  • ✓13-week cash flow forecast tied to your actual numbersLong-Range Forecast tied to what the raise has to achieve
  • ✓Long-Range Forecast with base, upside & stress scenariosBase, upside & stress scenarios
  • ✓Founder Dashboard: cash, runway and burn in one view
  • ✓CFO memo & live working session with a senior operator
See all services

Starts at $3K · From 3 weeks · The files are yours

Sprint timeline
Week 1
Get oriented
12 months of actuals mapped. Cash patterns documented. Written findings before we build anything. If the books are behind, catch-up runs alongside the build; the proposal accounts for it.
Week 2
Build the forward view
A 13-week cash flow forecast and a Long-Range Forecast, with base, upside and stress cases tied to your real cost structure.A Long-Range Forecast tied to what the raise has to achieve, with base, upside and stress cases.
Week 3
Decision-ready output
Founder dashboard, CFO memo, live session. You leave with a forward view you can act on.
This firm is for you if…

You’ll know within
the first conversation.

▲
You’re making big decisions without financial data to back them up
Hiring, pricing, new markets, you’re moving on instinct because the numbers aren’t there yet.
▲
You have a raise, board meeting, or lender conversation in the next 6 months
Someone is going to ask hard questions about your numbers. You want a CFO voice, not a spreadsheet.
▲
No one in your current setup can answer the question “how long is my runway?”
That’s the clearest signal that you’ve outgrown the setup.
▲
Month-end close happens somewhere between day 20 and “eventually”
You’re making decisions with last quarter’s data. That gap compounds every month.
▲
You’re growing faster than your financial infrastructure, whether you’re at $300K or $100M
This is exactly the window where financial blind spots do the most damage.
▲
You want a senior operator who owns the function, not a vendor who files reports
Countabl is embedded, not advisory-at-arm’s-length. If you want a true operating partner, this is it.
Client outcomes

The work behind the results.

AI-enabled professional services · National

$300K to $8M a month.

26×
revenue growth
20
employees at start
360+
employees at scale

When the engagement began, the company was early-stage with no financial infrastructure built to survive the growth ahead. Countabl built the operating model that scaled with it, multi-entity accounting, board-ready reporting, and a forecasting layer that gave leadership real visibility as headcount grew 18x and revenue grew 26x.

AI-enabled professional services company
“
Not only has Countabl helped me with quality accounting, they’ve helped me find capital and served as a de facto CFO. Now I know where we’re making money and where we’re losing it.
Adam Hellmer
President, Evocatus
★★★★★
The team

Operators who’ve built what they advise.

Meet the full team →
Taylor White
Taylor White
Cofounder & CEO
Monique White
Monique White
Cofounder & COO
Megan Helwagen
Megan Helwagen
Director, Accounting
Muieen Cader
Muieen Cader
Strategic Finance
The honest answer

Why not just hire a bookkeeper?

If you need someone to categorize transactions, that’s the right answer.

Bookkeeping produces the record — a clean P&L and balance sheet at month-end. Countabl adds the layer on top: a forward view of the business, runway, hiring impact, scenario models, and a CFO memo that tells you what to do next.

The price difference reflects a different scope, not a better version of the same job. If your books are already handled, what is usually missing is the layer that answers the questions keeping you up at night.

Bookkeeping is our work too, not someone else’s. Foundation covers the books and the monthly close, and it is available at any size. The question on this page is only whether you also need the layer above it.

If your books are a mess, that’s fine. Catching them up is work we do, alongside the forward view rather than before it, and the proposal prices it in.

Ready to run your business
with clarity?

Founder-led and owner-operated businesses, from early-stage to $100M+. SaaS, services, and tech-enabled companies where the numbers need to keep up.

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