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