As startups grow, informal processes break down. Finance knowledge often sits with one person, approvals are unclear, and errors creep in.
Customized frameworks that align with your business size and operational complexity.
Step-by-step Standard Operating Procedures for every financial task.
Clear hierarchy and digital trails for spending and policy decisions.
Visual flowcharts that describe how data moves through your business.
Requirements for storage, naming, and retrieval of financial records.
Preventative and detective controls to safeguard assets and data.
Clear segregation of duties to minimize conflict of interest and error.
Controls are not bureaucracy — they are enablers of scale. They provide the safety net required to move fast.
Automated checkpoints and clear SOPs eliminate manual slip-ups.
Documentation is built into the workflow, making filings a non-event.
Answer investor questions with evidence of rigorous internal oversight.
Demonstrate that your business is run on systems, not just startup energy.
"Let's ask Dave, he knows how to process this invoice."
"The Accounts Payable SOP (v2.1) clearly outlines the 3-way match process."
"These systems ensure finance continues smoothly even as teams change, allowing you to focus on the business model, not the basic plumbing."
Ideal for:
Informal communication works for two people in a room. It fails when you scale. Without documented systems, you risk:
Knowledge silos held by single individuals
Approval bottlenecks and unclear authorities
High risk of fraud and data leakage
Inconsistent documentation for tax and audit
Operational chaos during team transitions
Founder, AccuraCFO
