What are the three managed-finance service levels?
Bookkeeper covers books, reconciliations, and monthly financial
statements. Accountant adds payables, receivables, payroll
coordination, cash forecasting, variance, and profitability
analysis. Controller adds ownership of the managed finance
function across the systems in scope, controller oversight, and
tax preparation and filings. CFO advisory services are defined
in the proposal.
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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?
No. We quote engagements based on the agreed scope, complexity,
reporting needs, and level of support. Qualifying startups may
be eligible for a separate Startup Pilot proposal.
What is included each month?
Custom engagements define the accounting, cash planning,
reporting, and CFO involvement your business needs. The startup
core package includes monthly close, forecasts, variance
analysis, investor financial commentary, agreed equity updates,
routine support, and one hour of optional CFO consultation.
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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. We can separately scope forecasting, investor and lender
reporting, fundraising preparation, transaction diligence, audit
readiness, and IPO readiness. 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. Historical cleanup, custom reporting, workflow automation,
forecasting, and additional accounting operations 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?
They 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