theFinanceStack logo

Fractionalized finance
to grow your
business

Join the companies who use theFinanceStack to access world-class financial expertise, build strategic financial models, and scale their business.

Finance team analyzing dashboard data
Trusted

Companies We've Worked With

Join these innovative companies who trust theFinanceStack for their financial operations.

Pain Points

Challenges Early Growth Companies Face

We understand the unique financial challenges that come with scaling your business.

Limited Time & Resources
Founders and executives stretched thin across multiple functions without dedicated finance expertise.
Cash Flow Visibility
Difficulty forecasting runway and managing cash flow during critical growth phases.
Reporting Complexity
Struggling to produce accurate financial reports for investors and stakeholders.
Strategic Planning
Lack of financial strategy to support business decisions and growth initiatives.
Fundraising Readiness
Unprepared for due diligence and lacking the financial narrative needed to secure funding.
Compliance & Controls
Navigating complex regulatory requirements without established financial controls.

Case Studies

See how we've helped companies like yours achieve financial excellence.

Midnight Lightning
E-commerce Platform

Challenge:

As Midnight Lightening experienced rapid growth, their financial systems and reporting processes couldn’t keep up. The company was dealing with accounting errors left unresolved by a prior provider, no reliable forecasting, and a lack of structure around month-end reporting. Their invoicing and sales processes weren’t integrated with their accounting platform, making it difficult to get a clear, real-time view of the business’s financial health. Owner Jon needed cleaner books, a scalable process, and strategic insights to confidently steer the business forward.

Solution:

We began by migrating Midnight Lightening to Xero and establishing a clean, reliable accounting foundation. By reorganizing the Chart of Accounts we were able to provide a clearer picture of the financial health of the business. Our team collaborated with their team and developed a streamlined sales order and invoicing workflow connected to their new inventory system to ensure smooth operational handoffs. We corrected historical accounting errors, built a custom financial forecast, and implemented a monthly close process to deliver timely and accurate financial data. To support strategic decision-making, we also introduced a recurring monthly review meeting with one of our fractional CFOs to walk through actuals vs. budget, track key trends, and discuss forward-looking initiatives.

Result:

With these changes in place, Midnight Lightening now operates with full financial clarity. Jon receives timely monthly reports, trusts the numbers, and can plan with confidence. The improved workflows have created better alignment between sales, operations, and finance, and the regular CFO check-ins ensure that financial performance stays closely tied to strategic goals. The business is positioned to scale with a strong financial backbone supporting every decision.

Case Study Preview
Industry Solutions

Tailored for Your Industry

We understand the unique financial challenges in your specific industry.

Consumer Goods

Optimizing financial operations for multi channel consumer goods companies including D2C - ECommerce & Retail, Wholesale and Distributor sales channels

We help consumer goods businesses manage inventory financing, cash flow forecasting, and channel profitability.

Inventory Financing & Visibility

Cash Flow Forecasting

Channel Profitability Dashboards

Learn More
Consumer Goods
Resources

Financial Insights & Tools

Free resources to help you build financial excellence in your company.

About Us

Our Mission

To enable every company to have the knowledge, insights, and best practices of an 'at scale' company.

Ready to Transform Your Finance Function?

Get started with theFinanceStack today and take your company's financial operations to the next level.