For CPAs · Lenders · Investors · Fractional executives

We take the finance work
you don't want.
You keep the client.

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 income tax work. Referring us should cost you nothing and hold no surprises, so the whole arrangement is on this page.

Where you fit

You do the tax returnCPA & tax firms You underwrite the fileBanks & SBA lenders You sit on the boardFunds & angels You're selling the companyM&A & fractional execs

The boundary, first

Most partner pages open with a pitch.
Here’s what we don’t do.

The whole arrangement is on this page, so referring us should hold no surprises.

If any line here reads wrong for how your firm works, tell us and we will put it in writing for your clients specifically.

What we never do

Anything a CPA owns

No income tax preparation. No tax planning or advice of any kind. No audit, review, compilation, or attest work, and no intention of ever adding them. Sales-and-use tax compliance is the one exception: that is operational filing work we do perform, and we will say so before it comes up. When a client asks us a tax question, the answer is a call to you.

What we do

The finance function

Monthly close and bookkeeping. Cash management and forecasting, including 13-week cash flow for owner-run businesses. Fractional CFO work. Lender and investor models. Board reporting. Data room setup. If it would land on a controller’s or a CFO’s desk, it is ours.

Where we hand off

When it belongs inside

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 threshold and pretend it’s a rule. We say so, document what we built, and hand it over.

Free · no email required

What you can send today

The calculators, the notes and the checklist ask a founder for nothing. Only the Financial Clarity Model download asks for an email. A referral that turns into a lead-capture form makes you look bad, not us.

Checklist · PDF

Diligence-readiness checklist

What has to be true before a data room opens, deliberately not a document list. Short enough to read before a call, ending in the questions a founder should be able to answer out loud. We'll co-brand it with your firm's logo on request.

Download → 2 pages

Calculators & models

Runway, burn, unit economics, dilution

Every calculator runs in the browser with example values already filled in. The same page carries the Financial Clarity Model and the Cap Table & Raise Model as downloadable workbooks. Only the Financial Clarity Model asks for an email.

Open the tools → no signup

Notes

Written for owners, not for search engines

Runway, pricing, hiring, close discipline, lender readiness. Start with You diligenced a model nobody at the company can maintain if your client just raised.

Browse the library → no gate

How it works

How a referral actually goes

Only the first step is yours.

Yours

You send an intro email

That's the whole ask. No form, no portal, no partner tier, and no agreement to sign.

Within a week

We scope it in one call

Thirty minutes with the founder. If we're not the right answer we say so on that call and tell them what is.

Same conversation

They see a fixed price first

Tiers and scoped projects are published on our site, so they see the price before they talk to us.

Once, then never again

You hear from us

A short note confirming what we're doing and where the boundary sits. After that we don't put you in a nurture sequence.

No referral fees,
in either direction.

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 there is no referral fee for you to disclose.

By partner type

What usually goes wrong, and what we take

CPA & tax firms

Cash flow questions in March

Your client asks for forecasting help during filing season. We take the close, the forecast, and the cash questions between filings. You keep the return, the planning, and the relationship, and we work off your chart of accounts rather than around it.

Who owns the return, the close and the client →

Banks & SBA lenders

Projections built backward from the ask

The file arrives reverse-engineered to support the loan amount, and three send-backs later the borrower is annoyed at you. We take the projections, historicals, and assumption documentation, built to be underwritten rather than to look good.

What we put in the file →

Funds & angels

The model nobody maintains after the wire

The model that won the term sheet is stale by the second board meeting, because the founder who built it went back to selling. We take the close discipline, a rolling forecast, and the model that reconciles to actuals.

What we keep current after the wire →

M&A & fractional execs

Books that add months to a deal

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.

What we clean up before diligence →

Who you'd be referring to

Operators, and a CPA on staff

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.

Bios and backgrounds

Meet the team

Who'd be on the account →

Published, not on request

Tiers and pricing

See what they'd pay →

Day one to week three