Who do you need?

Do you need a CFO?
Or a bookkeeper? A CPA? A financial analyst? A financal controller?
...Or maybe just an aspirin bc who knows and who cares 🤬 ?
Behold: Your Finance People Cheat Sheet! 👇

You're sick of sending invoices, paying bills, and making sure your accounting data matches your bank statement
↘ You need a bookkeeper

You need someone to file your taxes, make sure your financial data is being entered correctly by your bookkeeper, or help filing for R&D tax credit
↘ You need a CPA

You want better reporting on financial data and other metrics, plus maybe some forecasting based on leading metrics
↘ You need a Financial Analyst

You have a bigger or more complex business and you need someone to set up and maintain rules for cash management, monthly books closing, reporting, etc.
↘ You need a Financial Controller

AND FINALLY
You want a strategic partner to manage all the financial aspects of the business, plus help you grow and lead your company from the numbers
↘ You need a CFO