Ready to get clarity?
30 min · no prep needed
How it works

From first call to
financial clarity.

No six-month onboarding. No black box. A forward view of the business, starting at three weeks.

The process

What engagement actually looks like.

01
Day 1–3
Discovery call & scoping
30-minute call. We scope the engagement, agree on timing, and deliver a proposal same day.
02
Week 1
Get oriented
Pull 12 months of actuals, map cash flow patterns, document findings. Written diagnostic before we build anything. If the books are behind, catch-up runs alongside the build; it can change price and timing, and the proposal accounts for it.
03
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 actual cost structure.A Long-Range Forecast tied to what the raise has to achieve, with base, upside and stress cases.
04
Week 3
Decision-ready output
Founder Dashboard, CFO memo, and a live working session. You leave with a forward view of the business.
05
Ongoing
The engagement that never really ends.
The Sprint ends with a recommendation on what comes next: Foundation, Active Cash Management, Fractional CFO, a scoped project, or nothing at all. From there, Countabl operates as an embedded function: running the monthly close, updating the forecast to actuals, and flagging anything that needs a decision before you have to ask. The scope typically expands as the business grows.
What we need from you

You lead the business.
We handle the rest.

Every onboarding is tailored to your tech stack. We’ll send a specific access request after the kickoff call, you won’t be guessing what we need.

What’s required on your end is short.

Access to your financial systems
Accounting software, payroll, revenue tools, and any working spreadsheets, QuickBooks, Stripe, Gusto, Rippling, or whatever your stack looks like. The exact list depends on your business; we’ll tell you precisely what we need.
One kickoff call (60 minutes)
We map your stack, document your current reporting process, and align on the first deliverable. That’s the hardest part of onboarding, and it’s ours to run.
One point of contact
Someone who can answer questions about historical transactions and flag anything unusual during the Sprint. After that, we operate independently.
Deliverables

What you receive
every month.

Monthly close, rolling forecast, CFO memo, founder dashboard, and direct access, delivered as one connected function. Which of these you get depends on the tier: Foundation covers the books and the close, and with bills and payroll a basic dashboard; Active Cash Management adds the rolling forecast, the live cash dashboard and the monthly CFO memo; Fractional CFO adds the board-facing work on top. The Cash Clarity Sprint is separate: a one-time build you keep, not something maintained afterward. Scope and detail on the Services page.

See services & pricing →
What the work is built on

Read the method
before the call.

The forward view
The monthly rhythm

Ready to see it
in action?

A 30-minute call is enough to know if there’s a fit.

See all services & pricing
→