A working brief prepared for your team: what we heard, the 90-day build we'd run, and how the engagement works. Companion to the document and deck already in your inbox.
An outsourced QBO firm categorizes transactions and produces a monthly P&L. No balance sheet, no cash flow cadence, no relationship.
MRR is known precisely, but cash flow forecasting is guesswork, forcing conservative, ad hoc calls on pay, hiring, and spend.
A single corporate card carries most company spend with limited receipt capture and no budget controls.
Billing runs, collections review, and financial oversight all route through the CEO, on top of everything else.
The likely path is acquisition by a strategic. Clean, diligence-ready financials are a strategic asset, not hygiene.
Automated PEPM billing into Stripe with sticky, compounding revenue. The foundation is strong; the visibility layer is what's missing.
Flip the switch to see the same six dimensions before and after the build.
A monthly retainer scoped to what the business actually needs. Typically heavier in the first 90 days, then a steady operating cadence. No full-time overhead.
QBO stays as the system of record. Your tax firm stays. Your billing engine stays. We connect them, own the process, and fill the gap between bookkeeping and decisions.
Everything documented and structured so that when Benefit Cloud is ready for a full-time CFO or controller, the keys hand over cleanly.
Business Unit CFO for a privately held fintech with ~$750M in revenue, and fractional CFO for early-stage startups. Hands-on across M&A, ASC 606 revenue recognition, and board-level reporting.
Appleton is built for companies like Benefit Cloud: technical founders with real revenue who need finance infrastructure that matches the quality of their engineering, without the cost of a full-time hire.
Forecast and budget ownership, board cadence, capital structure, team coaching.
Investor model and deck, data room architecture, Q&A war room, term-sheet negotiation.
Sell-side preparation, quality of earnings, target screening, 100-day plans.
Monthly close and controls, audit and 409A prep, payroll, global entities.
Unit economics rebuild, pricing and packaging, GTM finance, KPI frameworks.
Board package design, investor letters, KPI dashboards, IR readiness.
Walk through this brief and answer questions. Tyler welcome.
Read-only access to QBO plus a look at current card and bank activity to scope the cleanup precisely.
Fixed scope and retainer pricing within a week of the diagnostic.
Or reply to the email thread · partners@appletonadvisors.ai