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Get the Financial Clarity You Deserve – Without the Headache
Fractional Finance Expertise to Unleash Your Business. Finance outsourcing that actually works. Expert advice and a proven roadmap for success.
MANY BUSINESSES OPERATE WELL BELOW POTENTIAL
What’s holding your business back?
Challenges gaining investment without credible numbers? Weak technology infrastructure consuming time and money? An inability to forecast cash flow in the future? Is your business continually taking on more financing cash flows while earning low (or no) operating cash profits?
Baby Steps: Financial Foundations Stack
Your business needs to accurately close its books every month, as well as produce timely tax returns and financial statements
Tune Your Growth Infrastructure: Tech Stack
Your business needs a well adapted cloud infrastructure to accommodate your future goals, from accounting to inventory, CRM and more.
Envision The Future with Confidence: FP&A Stack
Financial statements are backwards looking. You need to peer into the future. Understand your own and other company valuations, forecast sales, plan budgets.
PROUD PARTNERS WITH
BUILDING BLOCK 1
Baby Steps: Financial Foundations Stack
Knowledge limitations and the complexity of the accounting process results in most small businesses having a real challenge when it comes to getting the basics right and keeping them that way. Take our free diagnostic to find out where you stand with this critical function.
Find out more…: Your (T1 Generals) Tax Return Is Telling You Something. Are You Listening?
BUILDING BLOCK 2
Tune Your Growth Infrastructure: Tech Stack
Businesses encounter a myriad of pain points as they scale. And…there’s no shortage of apps and subscriptions that promise to fix those pain points. If businesses are not careful, this can result in an unwieldy mess of poorly integrated apps which costs businesses time, money and missed opportunities to integrate the different facets of their operations.
Find out more…: Your (T1 Generals) Tax Return Is Telling You Something. Are You Listening?BUILDING BLOCK 3
Envision the Future with Confidence: FP&A
Financial Planning and Analysis (FP&A) is a critical capability for every ambitious organization, whether for-profit or non-profit. Having a rigorous, time-efficient process to regularly gather and refine data from operations and financial silos while integrating the best insights from management and economic indicators is essential in order to make sound forecasting and budgeting decisions.
Find out more…: Your (T1 Generals) Tax Return Is Telling You Something. Are You Listening?
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Frequently Asked Questions
Don’t see your question here? Drop us an email at hello at tuulyp.com
How does your pricing work?
We offer fixed price engagements, customized to fit the scope of client needs. We think fractional outsourcing can be a great choice for businesses that are large enough to have a budget for these services, but not large enough to fully insource everything they need. What this looks like is different for each organization, however most companies that we serve have revenues in the $1 million to $50 million range.
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What industries do you focus on?
We focus on the following industry areas:
- Manufacturers, particularly industrial products, wholesale trade
- Climate Tech & SaaS
- High capital investment companies, e.g. power, energy companies.
- eCommerce and drop-shippers
- Real Estate companies
- Non-Profits
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What technology stacks do you support or recommend?
Great question. We think of ourselves as ‘technology vendor agnostic’. We’re focussed on inputs such as money and time, and outputs such as efficient operations, happy workers and owners, as well as desired return on investment. While our clients work with a wide variety of industry leading vendors and applications, our primary focus is on inputs and outputs.
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Which countries do you serve?
Most of our engagements come from clients in Europe and North America, however we are open to clients from most places on the globe.
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How large is your team?
We have a team of 5 high impact cfo/controller advisors with each advisor taking on a limited number of engagements to ensure focus and a high level of service for each client. Our advisors are supported by amazing bookkeepers and industry certified technical specialists to help us tackle full cycle accounting and technology project work.
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What if I already have an bookkeeper / accountant / tech expert / CFO?
Our primary focus is to diagnose the state of your current operations, understand your goals and build you a roadmap to reach those goals. If existing personnel are a strong fit with your desired roadmap, then we work with them to accomplish your objectives – being careful to offer support only in those areas where you need them. We’re not here to reinvent the wheel, but rather to make sure you have a wheel, it is the right kind of wheel and that is rolling where you want it to roll.
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100%
Money Back Guarantee*
Our client intake includes a non-refundable paid diagnostic to ensure we work with serious prospective clients and to ensure they receive an accurate benchmarking of their current situation. For a nominal fee, clients receive a valuable report on their finance and operations status, plus a quote for ongoing services. Clients can cancel within 10 days for a full refund.
100%
Access to Free Resources
Growing a business to even six figures of revenues is not easy. We pride ourselves in creating free content for all business owners. Our content focusses on financial foundations, technology stacks, FP&A and much more.
100%
No Strings Attached
All of our service contracts are fixed price to ensure you can plan your budget . We price our service based on the level of investment you want to make in your finance function and the scale/complexity of your business. Customers are free to tailor their service agreements on the fly to add or drop services as they please.
Testimonials
What clients have said about us
We’re proud to have made a positive impact on our clients growth journeys
Invaluable Support!
We were kinda in a desperate situation and things were falling apart, books weren’t getting done on time, and we needed an injection of funding from our investors – but we didn’t feel comfortable going to them without straightening things out and getting a 3 year cash forecast done. Peter was a huge help, getting our books in order, helping us identify someone new to take over and getting our apps to finally work together. We also finally had a cash flow forecast that was built from the ground up with our actual sales SKUs and a conservative estimate of our growth. Thank you !
Amy Lee
Founder, FPJ
Helped us Immensely…
As an eCommerce company, I had been doing my own books for a while and using a CPA for tax returns. Nothing against all this, but I couldn’t look ahead and plan for the future and I needed something to help us plan hires and actually make some bigger investments and grow. It took a while to setup, but the results have been really worth it. Thanks Peter A++++
Jennifer Richards
Owner
New System challenges….
Peter and Ludwig were a huge help for us. We had newly started using Zoho and the learning curve was pretty major. We were migrating all our data into the CRM and trying to get Zoho books to talk to our WooCommerce back end – but coming up with all sorts of errors and problems along the way. Our Stripe was also a source of grief, things didn’t match on our reconciliations and the balances were always off. After literally six months of help, things are much better and we can breathe easier. We have plenty of training videos and resources customized to what our team has problems with, we have Stripe, Zoho Books and CRM finally working the way they should and we’re looking at some new projects in Analytics. Glad we were referred to you guys.
Will Graham
Founder
SimplE, LOGICAL pricing
Crawl, Walk, Run
CFO and Controller work works best when your finance and technology stack are well adapted to your organization and operating well. We recommend establishing a strong finance and tech foundation first before focussing on your FP&A function.
Financial Foundations
Focussed on getting the basics in place, the foundations package involves a bookkeeping cleanup (if one is necessary), financial and tax return reviews and restatements (if necessary), system setups on the cloud, data migrations and the commencement of a monthly bookkeeping routine combined with a corporate tax preparation service and financial statement preparation.
$
per month
+
Bookkeeping & Accounting / Tax Return Cleanup and Restatements (as necessary)
+
Bookkeeping Chart of Accounts
+
Workpapers and Year End Adjustments to Trial Balance
+
Corporate Tax Returns & Restatements
Foundations + Tech
Focussed on everything involved in foundations but with an added supplement to address the interface between operations and finance functions. Each company is unique, however common pain points involve systems that are not talking to each other (that should) and ensuring that the operations and finance functions are adapted and customized sufficiently to enable FP&A.
$
per month
+
Existing Tech Stack and App Review
+
Proposal on Future Stack and Functionality for Cost Mapping
+
Adoption, Training and Data Migration
+
Ongoing Maintenance and Customization
Foundations, Tech, FP&A
Focussed on establishing and operating an FP&A function, this service level is aimed to provide controller and CFO services to companies. Companies must have a strong foundation in finance and tech prior to adopting this service level. With these fundamentals in place, the FP&A function can focus on value added queries, valuations, scenario analysis, forecasting operations and budgeting.
$
per month
+
Value Company + Targets (as applicable) w/ 3-Way Statements, Assess Company Strategy; IRR > Discount Rate
+
Build Corporate Performance Management Dashboard for Monthly, Quarterly, Annual Actuals
+
Build Rolling Budgeting and Cash Flow Forecast
+
Building Rolling Revenue Forecast
Each client company is unique. Service engagements are designed at the outset to capture needs and fit budgets. Engagements are reviewed regularly to ensure an ongoing fit with organization requirements.
Companies perform better with expert guidance.
Give your company every advantage to enable growth and goal achievement: