Controller-led finance ops for AI SaaS companies.
The founder-led team whose billing, AI costs, and monthly close have outgrown the spreadsheet. We run a five-day diagnostic and hand you a written workflow map before either side commits to a retainer.
Growth made finance messy.
AI SaaS finance gets messy when billing, costs, cash, and reporting live in separate places. We find the breaks first, then help run the monthly routine around them.
Month-end close depends on founder or ops memory.
Billing, costs, and cash need manual cleanup.
Board reporting still starts in a spreadsheet.
Approvals and reviews live in people's heads.
Finance Workflow Map
A clear map, not a generic deck.
Current stack
Billing, bank, payroll, accounting, reporting, and the spreadsheets in between.
Where it breaks
Where billing, revenue, cash, and reporting stop agreeing without manual cleanup.
Missing owners
Approvals, review steps, and handoffs that are informal or missing.
Monthly routine
The close, reporting rhythm, and owner model needed before a full-time finance hire.
What we look for
Manual dependencies, unclear owners, and reporting work that depends on founder memory.
Qualified teams can turn the map into ongoing monthly finance help.
Who runs this
I run the diagnostic myself, end to end. Same kickoff call, same written workflow map, same review pass. You are not getting handed off to a junior once the proposal is signed.
Previously: the controller on a public B2B SaaS finance team that delivered a clean monthly close on time every month for two years running.
— Steven Mulhern, Jumpstart Partners
What happens in five business days
From kickoff call to a written workflow map.
- Day 01
We collect your stack, billing, and close artifacts.
No forms to fill before the kickoff call.
- Day 02
We map where billing, revenue, cash, and reporting stop agreeing.
Spreadsheet dependencies, owner gaps, manual handoffs.
- Day 03
We draft the monthly close routine owners, deadlines, and outputs.
Tuned to your ARR band, billing model, and team size.
- Day 04
We review the draft with you and adjust to your tolerances.
30-minute review call, optional but expected.
- Day 05
You receive the written Finance Workflow Map.
MDX page export today; PDF as a future enhancement.
$3,500 fixed fee. 30-minute kickoff call. No sales follow-up before the artifact lands.
Cleaner finance shows up in the monthly routine.
The work is practical: fewer spreadsheet rebuilds, clearer owners, and numbers founders can explain without chasing five systems.
Close work gets clearer
Founders can see who owns each step, what is still manual, and what needs review before numbers go out.
Reporting takes less rebuilding
Monthly reporting becomes a repeatable package instead of a spreadsheet scramble before every update.
Costs are easier to explain
AI costs, billing, cash, and margin questions move into the monthly routine instead of surprise cleanup.
Three steps. No sales call required.
Start with the short diagnostic. We review the messy parts first, then tell you whether Jumpstart is the right fit.
Send the context.
Share your ARR band, billing model, current finance setup, and where the process feels messy.
- No required sales call
- Short diagnostic form
- Enough context to understand fit
- Clear next step if Jumpstart can help
We find the breaks.
A controller reviews the close, reporting, billing, cost, and handoff issues that make finance hard to explain.
- Spreadsheet dependencies
- Unclear owners
- Recurring cleanup work
- Numbers that stop agreeing
You get the path.
If there is a fit, we scope the monthly finance work. If not, we point you to a lighter path.
- What to fix first
- What Jumpstart should own
- What can stay with your team
- What can wait
What you’ll send us.
Keep it practical. We only need enough context to understand where finance is getting hard to run.
- Current setup
- The tools you use for accounting, billing, payroll, banking, and reporting.
- What feels messy
- The close, reporting, billing, cost, or handoff problems slowing you down.
- Timing
- Whether you need help this month, this quarter, or before the next board update.
What founders actually ask before signing on.
Twenty-one questions we hear on every intro call, answered in plain English. If yours isn’t here, the 15-minute call is the fastest way to get a real answer.
Clear scope before monthly work.
The diagnostic exists to prevent vague retainers. We name the messy parts, confirm fit, and scope the right level of support.
Scoped before you commit.
We use the diagnostic to clarify fit, scope, and next steps before recommending monthly support.
A monthly rhythm you can see.
Close, reporting, review points, and owner responsibilities are made explicit before the cadence starts.
Issues get named directly.
If billing, cost, cash, or reporting work needs cleanup, we say what is broken and what should be fixed first.
Built around your team.
We work with your existing founder, ops, CPA, or bookkeeper setup instead of forcing a full reset on day one.
Ready for finances that make sense?
Start with a short diagnostic. We will help you see what is working, what is risky, and what to fix next. 150+ founder-led companies have trusted the team behind this work.
Ongoing finance ops engagements can still start from $2,500/month. Need deal-ready books fast? See due-diligence readiness.