CEOBOOKS & TAXScope call

Partner with us

Partner with us on your founders' finance.

We work alongside the firms SaaS founders already trust. When a portfolio company, client or customer needs a fractional CFO, clean accrual books or business tax returns, bring us in and we work from the same numbers as you.

Who we partner with

  • Investors and accelerators: Portfolio companies get board-ready reporting, a defensible forecast and diligence-ready books ahead of the next round.
  • Law firms: Entity structure, equity events, Delaware filings and diligence: the finance side stays in step with the legal work.
  • Fractional executives and agencies: Fractional COOs, CTOs, CMOs and RevOps teams get a finance counterpart working from the same data.

How it works

  • Introduce a founder: Send them to a scope call. We scope the work, quote it, and keep you informed at the level the founder agrees to.
  • Work shared clients: One set of numbers across the deal team, the board pack and the tax return, with one point of contact on our side.
  • Clear lanes: We run fractional CFO, bookkeeping and tax. Anything outside that goes back to you or the right specialist.

Work with SaaS founders?

Book a scope call, tell us how you work with founders, and we will set up how we work together from there.

Book a scope call