Make your finances make sense.
Controller-led finance help for AI SaaS founders who have outgrown founder-run books.
Where it gets messy
The books are only part of it.
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.
Before the finance hire
Finance help before the hire.
Best fit: founder-led B2B AI SaaS teams around $1M-$5M ARR where revenue, AI costs, and reporting have outgrown founder-managed spreadsheets.
What the diagnostic covers
- A cleaner month-end close
- A reporting package founders can explain
- A map of what needs fixing
- Clear owners and review points
- AI cost and margin review
Not a fit: companies primarily looking for fundraising strategy, tax prep, or transaction-only cleanup without a messy finance process.
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.