FRONTIER FINANCE
Build Something that Lasts
Every strong venture starts with structure. Research from Stanford GBS shows that startups that build financial systems early grow faster, last longer, and even land higher valuations when raising money. Whether you’re scaling a nonprofit, shaping a new tech company, or building a legacy business, disciplined design turns ambition into endurance.
Our Services
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Entity setup review (Articles, Bylaws/Operating Agreement)
EIN application filing
Bank account setup
Form 1023 (if seeking nonprofit status)
Add-on: Accounting book and chart of accounts setup
Add-on: Expense management software setup for large-volume clients
Add-on: 12-month cash forecast
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Stay organized, accurate, and in the loop.
Weekly reconciliations
Expense categorization & monthly accounting close
Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Expense oversight via Ramp / Mercury
Slack/email support for financial ops
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Move from reporting to real financial intelligence.
Monthly or quarterly finance reports & analysis
Custom Fathom dashboard (KPIs, variance, trendlines)
12–24 month rolling forecast
Scenario modeling & capital planning
Monthly strategic finance review sessions
Add-on: Budget design & monitoring
Discounted if bundled with monthly bookkeeping services.
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A financial partner embedded in your leadership team.
Dedicated CFO or CoS alignment
Internal meeting attendance & stakeholder support
Budget oversight & enforcement
Strategic initiative leadership
Quarterly strategic planning session
Ad hoc consulting & special projects
Hourly rates or monthly retainers available.