Fractional CFO · Accounting · Finance systems
Your finance team, without the full-time payroll.
Luca runs your books, closes the month on time and gives you a forecast you can make decisions with. You get CFO-level judgment and a team that does the work, for one fixed monthly fee.
Company exit$21MSaaS sale our founder led as CFO
ARR growth2.4×$1.9M to $4.5M at a SaaS company
Month-end close5 daysdown from 15–18 at a healthcare provider
New US entity17 daysfrom signing to first payroll
Labor plan$871Kcut from projected wages before opening day
Sound familiar?
Most growing companies outgrow their finance function before they notice.
The books are always a month behind.
We fix it: a documented close that lands within days, with reports you can read in five minutes.
You have a bookkeeper and a CPA, but no one planning ahead.
We fix it: a rolling forecast, 13-week cash view and a monthly meeting on what the numbers mean.
Problems show up after they've cost you.
We fix it: KPIs and alerts that flag overspending, cash gaps and missed targets early.
You're hiring, raising or selling without the infrastructure.
We fix it: investor-ready financials, models and a clean data room built before you need them.
What we do
One team for accounting, reporting and strategy.
Most clients come to us for one of these and keep us for all five.
Accounting
Books and monthly close
Reconciled accounts, a standard close checklist and a financial package every month, on time.
Reporting
Forecasting and KPIs
A live forecast, a 13-week cash view and the handful of numbers that actually drive your business.
Strategy
Fractional CFO
Planning sessions, pricing and margin work, board and investor reporting, and someone to call before big decisions.
Systems
Finance tech and automation
QuickBooks Online, Ramp, Bill.com, payroll and AI tools set up so a small team gets more done.
Operations
Payables and billing
Vendor bills paid on time with your approval, client invoices out the door and receivables followed up.
Exit
Exit and investor readiness
Clean books, controls and documentation so due diligence confirms your story instead of questioning it.
How we're different
A partner that looks forward, at a price you know in advance.
What you get
- A fixed monthly fee. No hourly billing and no surprise invoices.
- Forward-looking reports. Every month compares actuals to your plan and shows what to do next.
- Systems set up for you. We implement the tools and run them, so your team isn't learning accounting software.
- Experience from the inside. Our founder ran finance at growing companies, not only from an audit desk.
What you don't
- Timesheets. You never pay more because a question took longer.
- Data dumps. We find the five numbers that matter instead of sending fifty.
- Your team pulled into the weeds. We get what we need from your systems directly.
- Reports that only look backward. Last month matters because of what it says about next quarter.
How it works
From first call to a finance team that runs itself.
Week 1
Free consultation
We learn how your business makes and spends money, look at what you have today and recommend the right package.
First 30–90 days
Onboarding and cleanup
We take over the books, fix the history, connect your systems and set up approvals, so the foundation is right.
Every month after
Close, report, plan
Books closed on schedule, a financial package with commentary and a meeting about what comes next.
Results
What this looks like in practice.
SaaS · Exit
$21M
Read the storyFranchisor · 5 entitiesGrew ARR from $1.9M to $4.5M and led the finance side of a $21M sale.
~100 days
Read the storyUS subsidiary · New entityKept the books moving through a finance leadership change and delivered one plan for the group.
~17 days
Read the storyFrom signed agreement to first payroll, with a board-ready package by month five.
Packages
Three levels of support. One fixed monthly fee.
Every package is scoped to your business after a consultation, and includes onboarding and cleanup.
Essentials
For early-stage and lean teams that need clean books and clear reports.
- Monthly bookkeeping and reconciliations
- Monthly close and financial statements
- Easy-to-read dashboards
- Payables and receivables support
Growth Partner
For companies hiring, expanding or raising, that need a plan as well as the books.
- Everything in Essentials
- Fractional CFO access
- Forecast and 13-week cash plan
- Monthly review meeting and KPIs
- Bill pay, invoicing and 1099s
Strategic Partner
For founders who want an executive-level finance function, without hiring one.
- Everything in Growth Partner
- Board and investor reporting
- Scenario modeling and fundraising prep
- Annual strategic planning session
- Exit readiness
From our founder
“I've been the person inside the company trying to close the books, raise money and keep payroll running at the same time. Luca is the team I wish I'd had. We do the work, we tell you what it means, and we stay with you as you grow.”
Tim MurrayFounder & CEO, Luca NextGen Financial
Who we work with
Built for owner-led and venture-backed companies.
Free consultation
Let's look at your numbers together.
A free 30-minute consultation. We'll talk through where your finances are today, what's slowing you down and what a fractional finance team would change.