A few practical answers.

Bookkeeper includes bookkeeping, reconciliations, monthly close, a reviewed financial package, a rolling 12-month cash outlook, quarterly budget refresh, Finance Hub and connected cash visibility, exception management, and tax-ready records. Accountant adds vendor bill administration, customer invoicing and receivables follow-up, payment preparation and approval routing, payroll and expense administration, cap table management, and monthly forecast updates with variance and profitability analysis. Controller adds finance-function ownership, controller oversight and financial controls across systems, agreed tax planning, preparation, and filings, annual budgeting and scenarios, and audit and investor reporting readiness. Controller CFO advisory and decision support are defined in the proposal. All packages receive professional review. Compare service levels →

Yes. We agree the responsibilities and handoffs so the recurring finance workflow and specialist work stay coordinated.

We prepare the financial portion of your investor reporting: agreed statements, metrics, forecast updates, and explanations of material changes. You provide business context and approve the final content. Company-wide updates beyond the agreed financial scope remain with management.

Yes. Additional offshore capacity is available through our delivery partnership. Tasks, responsibilities, access, fees, and oversight are agreed in the relevant scope.

Yes. Cash planning and analysis build with your service level; Controller includes annual budgeting, scenarios, and audit and investor reporting readiness. Additional investor and lender reporting, fundraising preparation, transaction diligence, and IPO readiness can be separately scoped. Client-owned records and documented processes also support an eventual internal finance hire.

Accountant and Controller include cap table management: agreed record updates and ownership reporting based on approved information. Legal equity administration, grant authorization, and securities advice are not included; those remain with your company and its legal advisers.

Yes. Accountant and Controller include vendor bills, invoicing, receivables follow-up, payment preparation and approval routing, and payroll and expense administration. Historical cleanup, custom reporting, workflow automation, and work beyond your package can be scoped separately. We confirm what Findevor owns, what remains with your team, and where specialist support is needed before work begins.

You can share information and respond through the Hub, email, or Slack, using the channels agreed for your engagement. The Hub gives you a consolidated view of financial performance, requests, and deliverables. It supports the managed service without replacing your existing accounting and finance systems or spreadsheets.

Yes. Separately scoped support can include financial models, investor decks, diligence materials, and finance-side disclosures for Reg A, Reg CF, and Reg D offerings. Securities counsel handles legal advice and filing requirements; any required assurance is performed by independent auditors. Findevor does not provide securities placement or brokerage.

Your input focuses on business context, performance review and required approvals. Findevor coordinates the agreed recurring work. Implementation, advisory discussions and exceptional decisions require involvement based on your business and scope.

No. We work with your existing accounting system, finance tools, and spreadsheets where suitable. The Finance Hub adds a consolidated view and simplifies requests and review; it does not replace those systems. Any changes or connections are agreed during setup.

Your Findevor CFO leads the engagement and owns the service outcome. Technology handles repeatable work, while the Findevor accounting team manages coordination, exceptions, and professional review. You provide business context and retain decisions and approvals.

Yes. The Findevor CFO is the point of contact for routine questions within scope. Channels, response expectations, and advisory involvement are agreed for the engagement. Advisory time and cadence, additional projects and specialist work are defined in your proposal.

CFO advisory time, cadence and decision support are defined in your proposal. Preparation, professional review and recurring delivery are part of the agreed service. Additional advisory and specialist projects are separately scoped.

Vendor bill administration, customer invoicing and receivables follow-up, payment preparation, payroll administration and monthly variance analysis and cap table management belong to the Accountant service level. Controller oversight, tax services, CFO advisory, investor reporting, financing coordination and specialist projects are separately scoped. Historical cleanup and third-party software are quoted separately.

You retain your client-owned systems, source records, delivered reports, and documented processes. The engagement specifies the editable model files and history exports to be delivered. Findevor's proprietary technology is not transferred. Additional transition support and cancellation terms are agreed in your service agreement.

You authorize access to the systems and records in scope. Management retains payment and business approvals. Permissions, record-sharing methods, and removal of access at transition are agreed for your engagement. The agreed service does not execute payments. Ask for applicable security documentation before granting access.