Still waiting on last month’s numbers?
Trust your numbers.
A consistent close and reconciled accounts give you a reliable starting point for decisions.
FRACTIONAL CONTROLLERSHIP & ADVISORY
Financial leadership
for your next stage
of growth.
Preparing to raise capital, scaling after funding, or ready for stronger financial support? ScaleRedi brings reliable accounting, clear reporting, and experienced guidance for your next stage of growth.
CPA-ledExperienced financial leadership
Fixed feesClearly defined monthly scope
Direct accessSlack, email & Zoom support
Financial dashboard
Annual recurring revenue
$1.71MARR trend · six monthly snapshots
MayJunJulAugSepOct
Cash balance$3.91M
Gross margin78.4%
Monthly net burn$186K
Cash runway21.0 mo
Illustrative reporting example · Your numbers, made clear.
WHEN THE BUSINESS OUTGROWS THE NUMBERS
Your next decision
needs a clearer picture.
Late financials, uncertain cash, and unanswered questions make it harder to move forward. Get the financial foundation and guidance your next stage needs.
Unsure what you can afford next?
Understand your cash.
Reporting and cash forecasts help you see upcoming needs and weigh the trade-offs.
Preparing for a raise—or just funded?
Be ready for what’s next.
Get your financials and forecasts ready for investor diligence. After funding, strengthen your close, reporting, and cash planning as your business scales.
HOW WE HELP
Your numbers,
turned into decisions.
Start with a strong accounting foundation.
Add the reporting, insight, and oversight
your next stage needs.
THE FOUNDATION
A close you can count on.
Properly categorized expenses, reconciled accounts, and a consistent monthly close give you financials you can use with confidence.
- Expense categorization & account coding
- Accrual month-end close & reconciliations
- Balance sheet schedules & workpapers
- Cash-to-accrual conversion
- Year-end financial reports for your tax preparer
Need operational help? Invoicing, payables, payroll processing, and sales tax filing support can be scoped as add-ons.
Talk about accountingTHE FINANCIAL PICTURE
Clarity for your next decision.
Reporting that explains performance, with practical forecasts to help you plan your cash, hiring, and growth.
- Revenue recognition & deferred revenue schedules
- Financial dashboards & KPIs
- Budget vs. actual with variance commentary
- Budgets, forecasts & scenario models
- 13-week cash flow & board reporting
The reporting cadence and planning depth are tailored to your engagement and the people who use your numbers.
Talk about reportingTHE OVERSIGHT
A partner in the bigger picture.
Experienced finance support as you prepare for a capital raise or build the structure, controls, and reporting your business needs after funding.
- Fractional controller & CFO-level support
- Multi-entity consolidation & intercompany
- Technical accounting & internal controls
- Audit, diligence & fundraise readiness
We coordinate with your existing advisors and manage audit preparation. Your independent auditor issues the opinion.
Talk about advisoryA DEFINED START & FINISH
Get through the next milestone.
Focused support for a capital raise, post-funding finance upgrade, clean-up, systems change, or first audit. Each project has a written scope, deliverables, timeline, and fee.
- Accounting clean-ups & opening balances
- Accounting system conversions
- ERP implementation support
- Fundraise readiness & post-funding finance upgrades
- Audit readiness & audit management
Project work is quoted separately from recurring services. You can start with a specific project.
Talk about your projectTHE SCALEREDI APPROACH
Experienced guidance.
A personal partnership.
You work with Stephanie and a small team who know your business, your systems, and what you’re working toward.
Stephanie Pitta, CPAFounder, ScaleRedi Accounting Group
Experience across public accounting, corporate finance, and startup advisory, brought together in practical support for growing companies.
FINANCE THAT MEETS YOU WHERE YOU ARE
Built around your business.
Ready for your next stage.
01
One accountable leadA small team with context, continuity, and a clear point of contact.
02
Your tools. Connected.Practical processes and automation around the systems you already use.
03
A view of what comes nextReporting and advice that turn financial information into a plan.
CLEAR SCOPE. FIXED MONTHLY FEES.
Support that grows with you.
Your complexity sets the scope.
Every engagement is quoted upfront,
with projects and add-ons priced separately.
Not sure which tier fits? Build your package
01 / A STRONG START
Foundation
$1,250–2,500/ month
One entity. Straightforward revenue. Books you can trust.
- Accrual monthly close
- Reconciliations & workpapers
- Standard financial KPIs
Target monthly close: 18th business day
Explore Foundation02 / MORE VISIBILITY
Insight
$2,650–4,900/ month
Departments, contracts, and questions beyond the P&L.
- Department & class reporting
- Revenue recognition
- Dashboard & budget vs. actual
Target monthly close: 15th business day
Explore Insight03 / FORWARD PLANNING
Growth
$4,950–8,400/ month
A board, a lender, or investors. A clearer view of what’s ahead.
- Annual budget & forecasting
- 13-week cash flow forecast
- Board & investor reporting
Target monthly close: 10th business day
Explore Growth04 / STRATEGIC OVERSIGHT
Financial
Leadership
from $8,500/ month
Multiple entities, an audit, or a finance partner at the table.
- Controller & CFO-level support
- Consolidation & technical memos
- Audit & diligence management
Target monthly close: 7th business day
Explore LeadershipCompare what’s included
These are example builds, not a fixed menu. We tailor the scope to your business and the work your team already handles.
| Compare | Foundation | Insight | Growth | Financial Leadership |
|---|---|---|---|---|
| Monthly close target | 18th business day | 15th business day | 10th business day | 7th business day |
| Reporting | Monthly financial statements & standard financial KPIs | Department reporting, revenue recognition & budget vs. actual | Board / investor reporting & non-financial KPIs | Multi-entity consolidation & technical accounting |
| Planning & forecasting | Based on agreed scope | 13-week cash flow available as an add-on | Annual budget, scenario models & 13-week cash flow | Annual budget, scenario models & 13-week cash flow |
| Scheduled conversations | Monthly strategy call | Monthly strategy call | Monthly strategy call + quarterly planning | Monthly strategy call + weekly controller check-in |
| Controller & CFO-level support | Separately scoped | Separately scoped | Separately scoped | Included in the agreed scope |
| Slack, email & Zoom support | Included | Included | Included | Included |
| Running AP, AR & payroll | Optional add-on | Optional add-on | Optional add-on | Optional add-on |
Recording is included. Running the operation is an add-on.
Every tier includes recording and reconciling payroll, receivables, and payables. Invoicing customers, following up on receivables, scheduling vendor payments, payroll processing, and sales tax filing support are separately scoped operational services.
One-time clean-ups, systems conversions, and audit projects are quoted separately. Year-end financial reports support your tax preparer; income tax return preparation is not included.
Your recurring foundation
The monthly close, financial reporting, and advisory included in your agreed scope. A fixed fee, quoted upfront.
Help running the operations
Invoicing, receivables follow-up, payables, payroll processing, and sales tax filing support can be added at any tier.
A defined start and finish
Clean-ups, system conversions, and audit readiness are scoped separately, with their own deliverables, timeline, and fee.
Close dates are targets and depend on receiving complete records, supporting information, and client approvals on time. Your engagement defines the agreed close schedule.
Your scope determines your tier—not company stage alone. Fees vary with transaction volume, revenue complexity, entities, payroll, and reporting needs. Onboarding is billed once, at one month of your monthly fee.
FIND YOUR STARTING POINT
Build a picture of
the support you need.
Select the services you’re considering. See a suggested tier and its published monthly range, then talk it through with us.
A CLEAR PATH FORWARD
Four steps.
A stronger foundation.
A defined scope, then structured onboarding over a typical 30–45 days. Onboarding is billed once, at one month of your monthly fee.
- 01
Discovery call
One conversation to understand your business, current systems, and financial priorities.
- 02
NDA & financial review
We sign an NDA, then collect and review your financials to shape a draft proposal.
- 03
Proposal & agreement
A follow-up call to discuss the proposal and refine the scope and fees. Then we sign the engagement letter.
- 04
Onboarding
We learn your business and processes, agree on finance priorities, and establish your reporting rhythm—typically over 30–45 days.
Explore the five onboarding phases
We start by understanding how your business works, how work gets done, and the decisions ahead. That understanding shapes your finance priorities and our approach.
- 01
Understand your business and priorities
Learn how you generate revenue, what drives costs and margins, your funding position, and your growth plans. Understand the decisions ahead and what founders, investors, and the board need from finance.
- 02
Map your processes and responsibilities
Walk through how sales become invoices and cash, how purchases become payments, and how payroll runs. Identify who owns each step, how approvals work, and where information gets delayed or lost.
- 03
Assess the financial foundation
Review the books, supporting schedules, expense categorization, revenue recognition, and cash visibility. Identify gaps and prioritize them by their impact on decisions, reporting, and risk.
- 04
Agree on the finance roadmap
Establish priorities, responsibilities, controls, the close calendar, and reporting appropriate to your scope. Agree on what needs attention first and what can improve over time.
- 05
Deliver, review, and refine
Complete the first agreed reporting cycle and discuss what the numbers mean for the business. Establish the ongoing rhythm for reviewing performance, cash, and upcoming decisions.
Along the way, we arrange secure system access, gather records and workpapers, coordinate the handover, and confirm opening balances as appropriate to your scope.
Onboarding typically takes 30–45 days, depending on access, record quality, and scope. The one-time onboarding fee equals one month of your agreed monthly fee. Significant historical cleanup is scoped and quoted separately.
THE RUNWAY CALCULATOR
See how far
your cash can take you.
Explore the impact of changing spend, one-time expenses, and expected receipts. Build a scenario. See what changes.
ESTIMATED CASH RUNWAY
10.9months
Cash runs out during Aug 2027.
TIME TO MINIMUM RESERVE8.9 mo
Reaches $200k in Jun 2027
WITHOUT ONE-TIME EVENTS10.0 mo
Same burn assumptions
PROJECTED CASH BALANCE
CashNo eventsReserve
Oct 2026Aug 2027
Show your monthly cash projection
| Month | Opening cash | One-off inflows | One-off expenses | Net burn funded | Closing cash |
|---|
Turn this scenario into a plan. We build 13-week cash forecasts around your actual operations.
Talk about your cash flowHow the estimate works
- Burn changes after each month and is spread evenly within the month.
- Events happen at the start of their month. A later receipt cannot bridge an earlier cash gap.
- Expected receipts are assumptions. Compare the result without them before relying on them.
- The projection is capped at 60 months. This simplified estimate is not a full forecast; receivables, payables, and payroll timing need a 13-week cash flow model.
A FEW THINGS TO KNOW
Before we talk.
Straight answers to common
first-call questions.
Who do you work with?
Founder-led startups and growing businesses. Our industry experience includes B2B SaaS, biotech and life sciences, professional services, and others.
Do you prepare tax returns or perform audits?
Your tax CPA prepares income tax returns. We provide closed books and supporting schedules. We can manage audit preparation and act as the auditor’s point of contact; the independent auditor performs the audit and issues the opinion.
Can you work with our existing team?
Yes. We tailor the scope around the work you already handle in-house and coordinate with your team and outside advisors.
Can you work with our existing tools?
We’re system-agnostic, with most of our accounting work in QuickBooks. We also work with Rillet and tailor our approach to your business and existing systems.
Beyond accounting, we work with tools such as Gusto, Justworks, Rippling, and TriNet for payroll and HR; Ramp and Brex for spend management; Stripe for payments and billing; Carta for equity management; and Anrok for sales tax.
These are examples, not a required stack. We work with these systems and others, based on your business and scope, and recommend improvements where they would strengthen accuracy, reporting, or efficiency.
How do you support a capital raise or the next stage after funding?
Before a raise, we help prepare reliable financials, forecasts, and supporting schedules, and coordinate responses to investor diligence requests. After funding, we help upgrade your monthly close, board reporting, cash planning, controls, and accounting systems to support a larger business.
Start with a focused project or ongoing finance support, depending on your stage and what your team already handles.
Can we start with a specific project?
Yes. Clean-ups, system conversions, ERP implementation support, consolidation, and audit readiness can be scoped as projects with their own deliverables, timelines, and fees.
What should we bring to a first conversation?
A sense of your goals, your current accounting and operations tools, and the reporting you need. You do not need to send financials before the discovery call. We sign an NDA before collecting financials to prepare your proposal.
Who approves payments and payroll?
We can prepare payments and payroll when included in the scope. Approval and release remain with you.
LET’S TALK
Ready for a clearer
financial picture?
Tell us where you are today and where you want to go. We’ll start with a conversation about the support you need.
info@scaleredi.com (617) 676-2772Boston, MA
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