Our Services
Decision-grade forecasting and financial guidance — delivered async by design.
Best for: Founders who want clean financials and written support without meetings
Tailored decision-grade financial forecast
Monthly actuals ingestion + forecast refresh
Base & downside scenarios maintained
4 async support requests (72-hour SLA)
Written guidance & recommendations
Best for: Founders who want clean financials and written support without meetings
Tailored decision-grade financial forecast
Monthly actuals ingestion + forecast refresh
Base & downside scenarios maintained
4 async support requests (72-hour SLA)
Written guidance & recommendations
Best for: Founders who want async clarity plus periodic synthesis for higher-impact decisions
Everything in the analyst tier
Unlimited async support requests (48-hour SLA)
Budget vs. actuals variance analysis
Monthly synthesis call (60 min)
Priority Async Support
Best for: Founders who want async clarity plus periodic synthesis for higher-impact decisions
Everything in the analyst tier
Unlimited async support requests (48-hour SLA)
Budget vs. actuals variance analysis
Monthly synthesis call (60 min)
Priority Async Support
Best for: Companies with fundraising, complex operations, or board-level needs
Senior-level strategic finance engagement
Advanced modeling and multi-entity complexity
Weekly or custom cadence with expanded access
Investor and financing materials as needed
Best for: Companies with fundraising, complex operations, or board-level needs
Senior-level strategic finance engagement
Advanced modeling and multi-entity complexity
Weekly or custom cadence with expanded access
Investor and financing materials as needed
Best for: Companies with fundraising, complex operations, or board-level needs
Senior-level strategic finance engagement
Advanced modeling and multi-entity complexity
Weekly or custom cadence with expanded access
Investor and financing materials as needed
*Note: 3-month minimum engagement required to build, operationalize, and act on the forecast. Our workflows are optimized for QuickBooks-based accounting.
*Note: 3-month minimum engagement required to build, operationalize, and act on the forecast. Our workflows are optimized for QuickBooks-based accounting.
Compare Plans
Tailored decision-grade financial forecast
Monthly actuals ingestion + forecast refresh
Base & downside scenarios maintained
4 async support requests (72-hour SLA)
Unlimited async support requests (48-hour SLA)
Budget vs. actuals variance analysis
Monthly synthesis call (60 min)
Priority Async Support
Senior-level strategic finance engagement
Advanced modeling and multi-entity complexity
Weekly or custom cadence with expanded access
Investor and financing materials as needed
Tailored decision-grade financial forecast
Monthly actuals ingestion + forecast refresh
Base & downside scenarios maintained
4 async support requests (72-hour SLA)
Unlimited async support requests (48-hour SLA)
Budget vs. actuals variance analysis
Monthly synthesis call (60 min)
Priority Async Support
Senior-level strategic finance engagement
Advanced modeling and multi-entity complexity
Weekly or custom cadence with expanded access
Investor and financing materials as needed
Tailored decision-grade financial forecast
Monthly actuals ingestion + forecast refresh
Base & downside scenarios maintained
4 async support requests (72-hour SLA)
Unlimited async support requests (48-hour SLA)
Budget vs. actuals variance analysis
Monthly synthesis call (60 min)
Priority Async Support
Senior-level strategic finance engagement
Advanced modeling and multi-entity complexity
Weekly or custom cadence with expanded access
Investor and financing materials as needed
Tailored decision-grade financial forecast
Monthly actuals ingestion + forecast refresh
Base & downside scenarios maintained
4 async support requests (72-hour SLA)
Unlimited async support requests (48-hour SLA)
Budget vs. actuals variance analysis
Monthly synthesis call (60 min)
Priority Async Support
Senior-level strategic finance engagement
Advanced modeling and multi-entity complexity
Weekly or custom cadence with expanded access
Investor and financing materials as needed
Tailored decision-grade financial forecast
Monthly actuals ingestion + forecast refresh
Base & downside scenarios maintained
4 async support requests (72-hour SLA)
Unlimited async support requests (48-hour SLA)
Budget vs. actuals variance analysis
Monthly synthesis call (60 min)
Priority Async Support
Senior-level strategic finance engagement
Advanced modeling and multi-entity complexity
Weekly or custom cadence with expanded access
Investor and financing materials as needed
Tailored decision-grade financial forecast
Monthly actuals ingestion + forecast refresh
Base & downside scenarios maintained
4 async support requests (72-hour SLA)
Unlimited async support requests (48-hour SLA)
Budget vs. actuals variance analysis
Monthly synthesis call (60 min)
Priority Async Support
Senior-level strategic finance engagement
Advanced modeling and multi-entity complexity
Weekly or custom cadence with expanded access
Investor and financing materials as needed
Tailored decision-grade financial forecast
Monthly actuals ingestion + forecast refresh
Base & downside scenarios maintained
4 async support requests (72-hour SLA)
Unlimited async support requests (48-hour SLA)
Budget vs. actuals variance analysis
Monthly synthesis call (60 min)
Priority Async Support
Senior-level strategic finance engagement
Advanced modeling and multi-entity complexity
Weekly or custom cadence with expanded access
Investor and financing materials as needed
Frequently Asked Questions
What does Lean SMB Finance do?
Lean SMB Finance provides strategic finance support for bootstrapped and SMB businesses. We help improve cash flow visibility, strengthen forecasting, and build the financial systems and reporting needed for smarter growth.
Who is Lean SMB Finance best for?
We work best with founders, operators, and small to mid-sized businesses that need stronger financial clarity and support but are not ready for a full in-house finance team.
What services do you offer?
Our services typically include cash flow strategy, forecasting and modeling, financial systems, reporting support, and finance guidance to help leadership make more confident decisions.
Do I need a full-time CFO to work with you?
No. Lean SMB Finance is designed for businesses that need high-level financial support without the cost and complexity of building a full internal finance function.
What does Lean SMB Finance do?
Lean SMB Finance provides strategic finance support for bootstrapped and SMB businesses. We help improve cash flow visibility, strengthen forecasting, and build the financial systems and reporting needed for smarter growth.
Who is Lean SMB Finance best for?
We work best with founders, operators, and small to mid-sized businesses that need stronger financial clarity and support but are not ready for a full in-house finance team.
What services do you offer?
Our services typically include cash flow strategy, forecasting and modeling, financial systems, reporting support, and finance guidance to help leadership make more confident decisions.
Do I need a full-time CFO to work with you?
No. Lean SMB Finance is designed for businesses that need high-level financial support without the cost and complexity of building a full internal finance function.
What does Lean SMB Finance do?
Lean SMB Finance provides strategic finance support for bootstrapped and SMB businesses. We help improve cash flow visibility, strengthen forecasting, and build the financial systems and reporting needed for smarter growth.
Who is Lean SMB Finance best for?
We work best with founders, operators, and small to mid-sized businesses that need stronger financial clarity and support but are not ready for a full in-house finance team.
What services do you offer?
Our services typically include cash flow strategy, forecasting and modeling, financial systems, reporting support, and finance guidance to help leadership make more confident decisions.
Do I need a full-time CFO to work with you?
No. Lean SMB Finance is designed for businesses that need high-level financial support without the cost and complexity of building a full internal finance function.
Strategic finance support for growing businesses
Build a Stronger Financial Foundation
Strategic finance support for growing businesses
Build a Stronger Financial Foundation
Strategic finance support for growing businesses
Build a Stronger Financial Foundation