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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 tax work. Referring us should cost you nothing and surprise you never, 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 surprise you never.

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 tax preparation. No tax planning or advice. No audit, review, compilation, or attest work — and no intention of ever adding them. 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 13-week forecasting. 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

Nothing here asks a founder for an email address. 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. Two pages, ending in four 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 has the Financial Clarity Model and the Cap Table & Raise Model as downloadable workbooks.
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

Four steps, and only the first one is yours.

01
Yours
You send an intro email
That's the whole ask. No form, no portal, no partner tier, and no agreement to sign.
02
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.
03
Same conversation
They see a fixed price first
Tiers and scoped projects are published on our site. Nobody you refer gets a surprise number.
04
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 you never have anything 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, the rolling 13-week cash view, 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
How the work runs
Then monthly →
Good fit, bad fit
Who we work with
Real outcomes →

Have a client you're
not sure about?

Send them over, or send us the situation first and we'll tell you whether it's ours. Either is fine, and neither costs you anything.

Email us the situation
taylor@countabl.io · a real reply, not a sequence
→
See tiers and pricing first
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