Services

Elevating finance beyond accounting

Don't settle for just bookkeeping and tax prep — partner with a CFO who drives real growth through financial strategy and analytics.

Robyn consulting income statement breakdown excel sheet
Trusted by leading startups & tech companies

Financial Planning & Analysis

Robyn consulting income statement breakdown excel sheet

Shape your company's future with our Financial Planning & Analysis—crystalizing data into strategic decisions.

Revenue Management

Total market segmentation analysis

Elevate your bottom line with precision Revenue Management—turning analytics into action for maximized earnings.

Corporate Development

Financial breakdown spreadsheet on an ipad

Expand your business horizons with our Corporate Development services—strategically navigating mergers, acquisitions, and partnerships for growth.

Our process

Diagnose your financial health today
01

Cashflow Kickoff

We implement financial best practices and provide coaching to evaluate your current financial state and deliver actionable insights you can use right away.

02

Financial Gameplan

We develop a custom plan and strategy tailored to your business, designed to enhance your operations and drive lasting success.

03

Month-End Huddle

Monthly check-ins to review progress, evaluate operations, and update projections for continued success.

04

Year-End Scoreboard

An annual review of performance versus plan, resetting next year’s budget to ensure long-term sustainability.

Our clear, four-stage approach begins with a comprehensive evaluation of your current financial status-to diagnose your financial health and craft a tailored strategy that ensures a smooth start and sustained success for your business.

Essentials
Tailored for startups generating under $1M in annual revenue.
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Yearly revenue between $1M-$5M.
Forecast
Designed for tech businesses generating between $1M and $20M in annual revenue.
Book a consultation
Yearly revenue between $5M-$10M.
Scale
Engineered for large corporations generating over $20M in annual revenue.
Book a consultation
Yearly revenue between $5M-$10M.

Value Offered

Consulting Engagements
Discovery
Cashflow Kickoff (6-Week Implementation)
Revenue Playbook (3-Week Implementation)
Tools & Resources
KPI Dashboard
Financial Health Analysis
Financial Gameplan (Ops Plan)
Annual Budget
Variance Analysis
Sales Pipeline Model
New Client Pricing Model
Client ROI Calculator
Meetings & Cadence
Month-End Huddle
Cashflow Forecast Update
New Client Pricing Review
Insights & Analytics
Historic Financial Statements
Revenue by Client Report
Cost Controllership Report
AR/AP Aging Reports
CFO Commentary
Year-End Scoreboard
Client Profit & Loss Report
Marketing & Sales Performance
Sales Analytics Report
Access
Communication
Emails
Emails, Text, & Phone
Emails, Text, & Phone
Ad-Hoc Analysis Delivery
72 hours
48 hours
24 hours
Team Resources
Accountant
Analyst
CFO

Startup Scaling

Accelerate your startup's growth with our Corporate Development services—expertly navigating strategic mergers, acquisitions, and partnerships to unlock scaling opportunities.

Book a call

Expand your business horizons with our Corporate Development services—strategically navigating mergers, acquisitions, and partnerships for growth.

  • Business Model Validation
  • Go-to-Market Strategy
  • 13-Week Cashflow Forecast
  • Business Plan Development
  • Pricing & Positioning Strategy
  • Market Sizing & Segmentation
  • Product Management & MVP
  • Workforce Planning

Fundraising & M&A

  • Product-Market Fit
  • Value Proposition Design
  • Pitchbook Creation
  • Data Room & Due Diligence
  • Valuation & Comparables
  • Post-Funding Integration

Workflow Optimization

  • Accounting Operations
  • Workflow & Process Optimization
  • Working Capital & Debt Management
  • BI Implementation
  • Inventory Management
  • Sales Commission Planning

From tech startups to SaaS leaders, see how our strategic insights drive results across industries.

FinTech
HealthTech
SaaS
Gig-Economy & Marketplaces
AI/ML
Digital Education
E-Commerce
Digital Media
Technology Startups
Gaming & Sports
Professional Services
High Net Worth Individuals
15%
Avg. annual client revenue growth
$150K
Avg. Cashflow increased in first 90 days
$200M
Avg. annual client revenue growth

Financial clarity to drive your business to profit, confidently