What are the three managed-finance service levels?
Bookkeeper includes bookkeeping, reconciliations, a reviewed
monthly 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, 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 →
Who is Findevor Finance for?
Businesses that need a coordinated, CFO-led finance operation.
We scope engagements around systems, reporting needs, and
responsibilities. The standardized Startup Pilot is designed for
qualifying venture-backed technology companies.
Do you publish standard pricing for every business?
We quote general engagements based on the agreed scope,
complexity, reporting needs, and level of support. Qualifying
startups can explore the separate
60-day Startup Pilot offer →
What is included each month?
Every service level includes a reviewed monthly financial
package. Bookkeeper includes a rolling 12-month cash outlook and
quarterly budget refresh. Accountant and Controller include
monthly forecast updates, variance and profitability analysis;
Controller also includes annual budgeting and scenarios. The
startup core package includes monthly close, forecasts, variance
analysis, investor financial commentary, agreed equity updates,
routine support and agreed CFO consultation.
Compare engagement options →
Can we keep our tax firm or other advisers?
Yes. We agree the responsibilities and handoffs so the
recurring finance workflow and specialist work stay
coordinated.
Do you prepare the investor update or just the
numbers?
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.
Do you provide additional offshore finance support?
Yes. Additional offshore capacity is available through our
delivery partnership. Tasks, responsibilities, access, fees, and
oversight are agreed in the relevant scope.
Can the service support our next stage?
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.
What does cap-table support include?
Agreed cap-table record updates, equity-event coordination, and
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.
Can you support additional operational finance work?
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.
Do I need to use the Finance Hub?
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.
Are tax preparation and filings included?
Tax planning, preparation, and filings are included in the
Controller engagement for the entities and jurisdictions agreed
in scope. They can be separately scoped for Bookkeeper or
Accountant engagements. The Startup Pilot core
package does not include tax filings.
Can you support fundraising or crowdfunding?
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.
Security by designControls and accountability