Integrated operating plan and departmental budgets
Scenario analysis and capital planning
Fundraising readiness and investor-facing finance materials
Board finance materials at an agreed cadence
One scoped strategic workstream at a time
Your rhythm Weekly leadership meeting and an agreed quarterly finance plan.
Each engagement is quoted after a review of your books, systems, transaction volume and required support. Finance retainers include Rillet. Other software, onboarding and historical cleanup are scoped separately.
Executive-Level Communication.Part of Every Offering.
Updates before you have to ask.
Responsive. Already up to speed.
Problems come with a recommendation.
# Working together
ArtHeadroom
You get a senior finance operator you can trust with customers, investors, leadership and your team. Someone who moves work forward and gets things done.
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Additional Services
Support for a specific need, on its own or alongside your finance package. Scope and pricing are agreed up front.
Prepare for your next raise
Fundraising Support
Financial model updates, diligence preparation and investor finance questions during a live raise.
Scoped separately around your timeline and the level of support needed.
Bring cash in sooner
Collections & AR Management
Customer follow-up and payment blockers, including customer portals and purchase orders.
Regular payroll runs for one domestic entity and one provider, within agreed headcount. You approve compensation and payment release.
Head of Finance & VP: included. Finance Manager: add-on. Additional entities, HR, off-cycle runs and complex corrections are scoped separately.
AP & Bill Payment
Routine accounts payable and bill payment, within agreed bill volumes and payment runs. You approve payments.
Head of Finance & VP: included. Finance Manager: add-on. Complex AP and purchasing workflows are scoped separately.
Billing
Invoice creation, adjustments and billing administration.
Scoped separately after reviewing your books and billing workflow.
Systems & Special Projects
Software implementation, migrations, historical cleanup and sales tax setup.
Scoped separately. VP of Finance includes one defined strategic workstream at a time.
Tax Coordination
Year-end accounting preparation and coordination with your external tax preparer.
Finance Manager: year-end accounting package. Head of Finance & VP: active external-preparer and Delaware franchise tax coordination. Tax preparation and filing fees are separate.
Finding the right scope
We’ll review what you need us to own, what your team will retain and the decisions ahead. If there’s a budget to work within, we can adjust the scope or phase the work. Deliverables, deadlines, volume limits and approvals are confirmed in your proposal.