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

Your books tell you
where you’ve been.
We tell you what’s next.

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 — so you always know what’s coming before anyone asks.

3 week engagement · Starts at $3K · Most clients continue from here

$300K to $100M+
client revenue range
50+
companies served
3+ yrs
average client engagement
The right way to start

A forward view of your
business in 3 weeks.

Most clients come to Countabl because something is unclear — runway, a hiring decision, an investor question. The Cash Clarity Sprint fixes that, fast.

  • ✓13-week cash flow model tied to your actual numbers
  • ✓Rolling 12-month forecast with base, upside & stress scenarios
  • ✓Founder dashboard — cash, runway, burn updated monthly
  • ✓CFO memo & live working session with a senior operator

Starts at $3K · 3 weeks · Most clients continue from here

Sprint timeline
Week 1
Get oriented
12 months of actuals mapped. Cash patterns documented. Written findings before we build anything.
Week 2
Build the forward view
Cash model, rolling forecast, and three scenarios tied to your real cost structure.
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.
▲
Your current bookkeeper can’t answer the question “how long is my runway?”
That’s the clearest signal that you’ve outgrown the relationship.
▲
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.

Taylor White
Taylor White
Founder & CEO
Monique White
Monique White
COO
Megan Helwagen
Megan Helwagen
Director, Accounting
Muieen Cader
Muieen Cader
Strategic Finance
The honest answer

Why not just hire a $500/month bookkeeper?

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

A bookkeeper gives you a P&L at month-end. Countabl gives you 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 completely different scope. Most founders and owner-operators who call us have already tried the bookkeeper. It didn’t answer the questions that were keeping them up at night.

If you’re earlier stage and need clean books as your foundation before you’re ready for an operating partner — we offer that too.

If your books are a mess, good — that’s most of our clients on day one. We’ve seen it all. The cleanup is part of the work.

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.

8 calculators, no email required