For CPAs · Lenders · Investors · Fractional executives
Countabl runs the finance function for founder-led companies — close, cash, forecasting, lender and board reporting. We are not a CPA firm and we don't want your client's tax work. Referring us should cost you nothing and surprise you never, so here is the whole arrangement in public.
The boundary, first
What we do
Monthly close and bookkeeping. Cash management and 13-week forecasting. Fractional CFO work. Lender and investor models. Board reporting. Data room setup.
What we never do
No tax preparation. No tax planning or advice. No audit, review, compilation, or attest work. We are not a CPA firm and we do not intend to become one.
Where we hand off
Where that line sits depends on the company — its complexity, how continuous the work has become, whether a full-time seat is justified yet. We don't publish a revenue threshold and pretend it's a rule. We tell you when we think the work belongs in-house, document what we built, and hand it over.
By partner type
CPA and tax firms
Your client asks for forecasting help during filing season, when you have hundreds of returns open. Saying no risks the relationship. Saying yes costs you the season.
We take the monthly close, the forecast, and the cash questions between filings. You keep the return, the planning, and the relationship. We work off your chart of accounts, not around it.
Send them: Why your month-end close takes so long
Banks, SBA lenders, loan brokers
The file arrives with a forecast reverse-engineered to support the ask. Three rounds of send-backs later, the borrower is annoyed at you, not at their bookkeeper.
We take the projections, the historicals, and the assumption documentation — built to be underwritten rather than to look good.
Send them: Financial projections for an SBA loan · What lenders and investors actually look at
Venture funds, accelerators, angels
The model that won the term sheet is stale by the second board meeting, because the founder who built it went back to selling and nobody inherited it.
We take the close discipline, the rolling 13-week cash view, and the model that reconciles to actuals — so board packs stop being rebuilt the night before.
Send them: You diligenced a model nobody at the company can maintain
M&A advisors, brokers, fractional executives
Financials that can't survive a quality-of-earnings review stretch a timeline. And a fractional COO or CMO can't fix a margin problem they can't see.
We take cleanup, normalization, and the reporting that makes the rest of the bench effective.
How it works
We don't pay for introductions and we don't accept payment for ours. If we send you a client, it's because they need what you do. It keeps the advice clean, and it means you never have anything to disclose.
Free, no email required
None of these ask a founder for an email address. A referral that turns into a lead-capture form makes you look bad, not us.
Runway, burn, hiring impact, unit economics, break-even, pricing profitability, DSO, raise and dilution. Each one runs in the browser with example values already filled in. Open the tools page.
The Financial Clarity Model — 12-month P&L, three-scenario cash flow, runway counter, hiring plan, unit economics — and the Cap Table & Raise Model. Both on the tools page.
What has to be true before a data room opens — deliberately not a document list. Two pages, forwardable, and we'll put your firm's logo on it. Ask us for a copy.
Who you'd be referring to
Taylor White (Cofounder & CEO, Marine Corps veteran, in the industry since 2010) and Monique White (Cofounder & COO, forensic accounting background) run the firm. Megan Helwagen is our Director of Accounting and a CPA — which matters here: we understand the standards a CPA partner is held to, and we've already told you we won't compete for that work. Muieen Cader leads strategic finance. Every engagement gets experienced hands on the work, not a junior staff handoff. Meet the team →
Send them over, or send us the situation first and we'll tell you whether it's ours. Either is fine.