Foundation is open to any stage. Clean books and a reliable close are where every financial function starts. For Active Cash Management and Fractional CFO, we’re selective. The work only delivers when there’s a real operating fit.
SaaS, services, and tech-enabled businesses across different stages. Same outcome: a financial operating partner who scaled with them.
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.
When the engagement began, the company was a small team with a working product and no financial infrastructure to support growth decisions. For four years, Countabl ran the accounting and built the forecasting layer that powered every major call, on hiring, on burn rate, and on how aggressively to pursue revenue. By engagement end they were a 30+ person company generating $200K+ every month.
Engaged in 2022 to take over bookkeeping and build the financial operation from scratch, two banks, one credit card, twelve sales-tax jurisdictions, no reporting cadence. By 2025 the engagement covered weekly cash-flow pacing, quarterly board reporting, biweekly founder reviews, nineteen-state tax compliance, 1099 administration, and customer claims operations. The scope expanded four times. The relationship never went to competitive review.
CPAs, SBA lenders, funds and fractional executives send us the finance work they don't want and keep the client relationship. What we take, what we never touch, and what you can hand a founder today are all on one page.
How referrals work →A 30-minute call is all it takes. If you’re not a fit, we’ll tell you.