CFO-as-a-Service

We'll manage your finances so you can focus on your business, for a fraction of the cost of a finance hire.

Tal Meser
Causal has transformed the way we plan and communicate with our team. It's a no brainer if you run a business.
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Tal Meser, CEO
from $990/month

How our service works

1. Talk to one of our experts

We'll learn about your business and needs, and put together a plan for getting your accounts and finances in order.

2. Accounts review + financial model build

We'll review your accounts, make sure they align with best practices, and build a custom financial model for your business, which you can use yourself day-to-day.

3. Monthly check-ins

We'll do bookkeeping at the end of every month, and check-in with you to make sure everything's good. We can make changes to your financial model etc.

Book-keeping

We'll get your accounts into good shape, and make sure they stay that way.
  • Accounting review
    We'll review your current chart of accounts and accounting system setup.
  • Accounting system setup
    We'll tidy up your setup in line with best practices.
  • Monthly bookkeeping
    We'll consolidate your accounts at month end.

Financial Modelling

We'll set up a bespoke financial model for your business, that you can use for forecasting, decision-making and reporting.
  • A core set of models to run your business
    Includes a revenue forecast, hiring plan, cashflow/runway forecast, and expense model.
  • Always up-to-date
    Integrates directly into your accounting software, and automatically tracks budget vs actuals.
  • Financial statements
    Automatically generates P&L, cashflow statement, and balance sheet.

Strategic Planning

We'll help you use your financial model to make decisions and present to investors/stakeholders.
  • Quarterly planning
    We'll help you use your model for scenario planning and budgeting.
  • Fundraising
    We'll get your model and financials together for a fundraise.
  • Board reporting
    We'll help you set up dashboards for board reporting.
Ready to get started?
from $990/month