Run it yourself
Templates from the workbooks we use on engagements.
- Cash forecast and runway
- Budget vs actual and board pack
- Cap table, cohorts and LTV:CAC
Free, a fixed monthly fee, or a flat pilot fee. One session tells you which.
Templates from the workbooks we use on engagements.
Your ledger, read-only, feeding the tools you already work in.
For when nobody owns finance, or the owner has no time.
| Run it yourself | We run it for you | Software pilot | |
|---|---|---|---|
| Your time | A few hours a month | One review a month | Connect once |
| What you get | |||
| Monthly close | — | — | |
| Reporting pack | Template | With commentary | From your ledger |
| Cash forecast | Template | Kept current | — |
| Ledger checks | — | ||
| Lender and board reporting | — | — | |
| Systems | |||
| QuickBooks Online | Yours | Read-only | Read-only |
| Live link to Excel, Sheets or an AI assistant | — | — | |
| Terms | |||
| Price | Free | Fixed fee | Paid pilot |
Not answered here? Adnan answers every message at hello@getanfa.com.
Nothing. Thirty minutes on your close, reporting and cash, and a fixed quote if we can help.
Fixed monthly, quoted after the session. It changes only if the scope does, in writing.
Read-only, through the QuickBooks Online connection you authorise. Disconnect any time. Reports we deliver on an engagement are reviewed by a person. Reports you pull yourself through the API come straight from your ledger.
Yes. A senior operator with a corporate development and M&A background makes the judgement calls; specialists join per engagement.
Thirty minutes, free. You leave with a price and a plan.