Ready to get clarity?
30 min · no prep needed
Who we work with

Built for founders and
owner-operators growing faster
than their financial systems.

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.

Good fit / not a fit

We’re honest about
where we add value.

Good fit
  • ✓Founder-led or owner-operated, from early-stage bookkeeping to $100M+ in revenue
  • ✓Ready for books you can trust, or a full operating partner
  • ✓Making decisions without enough visibility
  • ✓Preparing to raise, sell, or scale headcount
  • ✓Investor or board asking questions you can’t answer
Probably not a fit
  • ✗Looking for software-only bookkeeping (Bench, Pilot, or similar)
  • ✗Primarily need tax prep only
  • ✗Large enterprise with an internal finance team
  • ✗Looking for the lowest-cost bookkeeping option
Client outcomes

Three companies.
Three different stories.

SaaS, services, and tech-enabled businesses across different stages. Same outcome: a financial operating partner who scaled with them.

AI-enabled professional services · National

$300K to $8M a month.

26x
revenue growth
20
employees at start
360+
employees at scale

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.

AI-enabled professional services company
Property management SaaS · 4+ year engagement

$20K to $200K+ a month.

10x
revenue growth
5
employees at start
30+
employees at scale

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.

Vertical SaaS platform · Property management
Laundry & service technology · Venture-backed

Three years. Four scope expansions. CEO still renews.

3
years active
4x
scope expansions
19
states, tax compliant

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.

Venture-backed laundry & service technology platform
This firm is for you if…

You’ll know within
the first conversation.

▲
You’re making big decisions without financial data to back them up
Hiring, pricing, new markets, you’re moving on instinct because the numbers aren’t there yet.
▲
You have a raise, board meeting, or lender conversation in the next 6 months
Someone is going to ask hard questions about your numbers. You want a CFO voice, not a spreadsheet.
▲
Your current bookkeeper can’t answer “how long is my runway?”
That’s the clearest signal you’ve outgrown the relationship.
▲
Month-end close happens somewhere between day 20 and “eventually”
You’re making decisions with last quarter’s data. That gap compounds every month.
▲
You’re growing faster than your financial infrastructure, whether you’re at $300K or $100M
This is exactly the window where financial blind spots do the most damage.
▲
You want a senior operator who owns the function, not a vendor who files reports
Countabl is embedded, not advisory-at-arm’s-length. If you want a true operating partner, this is it.

Sounds like you?
Let’s find out.

A 30-minute call is all it takes. If you’re not a fit, we’ll tell you.