Know your burn rate, runway, and margins at a glance

Whether you’re getting organized or gearing up to scale. We simplify your finances so you can move forward with clarity.

Find The Right Solution For You
Know your burn rate, runway, and margins at a glance

Free Finance Starter Kit

Just getting started? Bootstrap is your no-cost toolkit for financial clarity. Perfect for founders who want to dip their toes into finance without the overwhelm. Get our most popular templates, step-by-step guides, and a free hour with an FP&A Manager or Fractional CFO to get you started. Simple, smart, and made for startups who like to move fast.

Get Your Free Starter Kit
  • Simple Cash Flow Forecasting Template

    Know how long your runway really is.

  • Profit & Loss Template

    Track your revenue, expenses, and bottom line.

  • Expense Tracker

    Stay on top of spending before it spirals.

  • DIY Finance Library

    Cheat sheets, FAQs, and quick-start PDFs that make the numbers less scary.

  • Free Models + Loom Walkthroughs

    Watch a breakdown of each model and how to use them.

  • 1 Hour with a Finance Pro

    Book time with a Fractional CFO or FP&A Manager to get unstuck.

Simple Bookkeeping Services

If you’re early-stage and need to understand your cash, the Essential tier gives you just that. Clean books, clear monthly reports, and a finance manager you can message for help. No confusing tools or spreadsheets. Just accurate numbers and stress-free setup, so you can focus on building your business.

Get Your Books in Order
  • Bookkeeping Handled

    No more tracking transactions or sorting expenses yourself.

  • Clear Monthly Reports

    See your profit, cash flow, and what’s in the bank.

  • Instant Slack Support

    Ask questions anytime and get quick answers.

  • Stress-Free Tax Prep

    Everything stays organized so you're ready when tax time comes.

Strategic Planning & Forecasting

Once you’ve got the basics down, it’s time to plan ahead. The Growth tier gives you the tools to forecast cash, track your budget, and understand how each part of your business is performing. You’ll stop guessing and start making decisions with confidence, whether it’s hiring, launching, or taking your next big step.

Forecast Your Growth
  • Forecasting Made Easy

    See how much cash you’ll have in 1, 3, or 6 months up to 5 years out, so you can plan hires, launches, or runway with real numbers.

  • Budget vs. Actuals

    Compare your actual spend to your budget each month, so you can spot overspending early and adjust before it becomes a problem.

  • Revenue & Expense Breakdown

    Know exactly what’s making you money and what’s costing you, so you can double down on what works and cut what doesn’t.

  • Custom Dashboards

    Track your most important metrics, cash, burn, runway, revenue, on one clear dashboard.

Advanced Strategy & Advisory

When you’re raising, scaling, or making big decisions, the Scale tier gives you everything you need to think like a CFO, even if you don’t have one. From detailed financial modeling to clear, strategic reporting, we’ll help you lead with numbers, make smarter calls, and confidently communicate your business story.

Scale to the Next Stage With Clarity and Confidence
  • Presentation-Ready Financials

    Get polished, professional reports you can use for fundraising, board meetings, partnerships, or big-picture planning.

  • Custom Financial Models

    Plan out headcount, runway, unit economics, or pricing with dynamic models built around your business.

  • Strategic Budgeting & Forecasting

    Build detailed budgets and forecasts you can actually manage against, with monthly check-ins to stay on track.

  • Multi-Scenario Forecasting

    Stress-test decisions before you make them—like hiring, launching, or raising—by comparing multiple financial outcomes.

  • KPI & Metric Tracking

    Stay on top of the numbers that matter, like how much it costs to get a customer and how much you make from them.

  • Ongoing Strategic Support

    Get hands-on financial guidance from a finance lead who acts like part of your team.

  • Monthly Financial Deep Dives

    Go beyond the numbers with monthly calls to analyze performance, adjust forecasts, and make data-backed decisions.

  • Advanced Dashboards

    Track spending, spot trends, and easily share real-time financial insights with your team or anyone who needs to stay in the loop.

No Hidden Fees

Our pricing is transparent and flexible. You only pay for the support you actually need, and we’ll help you scale up or down as your business evolves.

Bootstrap

Free

For early-stage founders who want clarity without the cost. Perfect for getting organized and making your first smart money moves.

What’s included:

  • Cash Flow Forecasting Template

  • Profit & Loss Template

  • Expense Tracker

  • DIY Finance Library (cheat sheets, FAQs, and quick-start guides)

  • Pre-Built Financial Models + Loom Walkthroughs

  • Free 1-Hour Consult With a Finance Pro

Get Your Free Starter Kit

Essential

$99/month

$0

in monthly expenses

For early-stage founders who need clean books and clear reports.

What’s included:

  • Monthly P&L and Balance Sheet

  • Year-end tax prep package

  • Email + in-app support

  • DIY templates (P&L, forecasting, expense tracker)

  • Free 1-hour consult with a finance manager or CFO

Contact Sales

Growth

$1,200/month

+ $1,000 onboarding fee

$0

in monthly expenses

For growing teams that need hands-on finance support and forward-looking planning.

What’s included:

  • Everything in Essential

  • Accrual accounting & monthly financials

  • Cash flow forecasting & budget vs. actuals

  • Weekly reports + Slack support

  • AR/AP tracking & faster month-end close

Contact Sales

scale

Custom

Starts at $3,000/month

For scaling startups that need advanced financial tools, tailored forecasts, and hands-on support to make smarter, faster decisions.

What’s included:

  • Everything in Growth

  • Budget vs. actuals & variance analysis

  • Financial dashboards & KPI tracking

  • Revenue modeling & burn/runway forecasting

  • Monthly strategy calls & fractional CFO access

  • Audit Prep, performance reports, and financial summaries

Contact Sales
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We bring clarity to your finances.

Accurate forecasts. Predictable growth. Peace of mind for every decision.

Know exactly where your money’s going

No more stress trying to figure out your finances. You’ll get clean, simple reports that show you exactly what you’re earning and spending—so you can stop wasting time in spreadsheets and focus on running the business.

Predict cash flow and stay ahead

You’ll know how much money you’ll have next month and where it’s going, so you can make smart choices about hiring, investing, or pulling back before there’s a problem.

Showcase your numbers with confidence

Clear, up-to-date financials help you communicate better, make faster decisions, and earn trust across your team, no scrambling, no second-guessing

Gain instant access to your finance manager

No more digging through spreadsheets or decoding jargon. Your finance partner is one Slack message away ready to cut through the noise.

Real growth stories from teams like yours

David’s financial expertise and genuine belief in our vision have made him an invaluable, committed partner as our fractional CFO.

Moe Bajbaa, Founder of Proud Angeles

Moe Bajbaa

Founder of Proud Angeles

We helped Proud Angeles improve cost forecasts by 25%, cut month-end close time in half, and extend runway by four months through a custom three-statement model, automated reporting, and polished partnership decks.

Second time using David for some tasks that I just did not have any time to complete myself - HIGHLY recommend and I will be using him again in the future.

Kurtis Cummings

Owner of Switchyard Brewing

We helped Switchyard Brewing Company refine cost forecasting, streamline monthly reporting, and uncover hidden savings by deploying a brewery-specific forecasting tool and intuitive dashboards.

David added immediate value, quickly grasped the industry, and collaborated seamlessly. His Excel expertise and responsiveness have made him a go-to resource across multiple projects.

Tim Tichenor

CFO of Mainstream Fiber Networks

We helped Mainstream Fiber Networks streamline budgeting and forecasting for their fiber network projects by building a custom Excel model tailored to their services and iterating rapidly on team feedback.

David was an excellent resource. He is very knowledgeable and is a rare find. Was able to work through this project and met all deadlines. I plan on using him much more in the future.

Vadim Leybel

Founder of Cast Capital

We helped Cast Capital Funding improve its financial planning by implementing a tailored forecasting model and automating cash-flow analysis.

Working with David and his team was a great experience fractional CFO advice, financial modeling, and timely reports were invaluable for my startup.

Denise Fesdjian

Founder at Seeds & Shell

We helped a lean team scale their finances without adding headcount. From forecasting to cash flow tracking, we set up a lightweight financial system that matched their pace.

David at WiseFi was the perfect fit fair pricing, highly responsive, and genuinely supportive. I’d highly recommend him for financial modeling or pitch deck support.

David Pearl

Founder at Catch a Captain

We equipped Catch A Captain with a stellar business plan and financial model to position them for future funding.

David has been instrumental from our inception to success—handling everything from financial planning to advanced modeling with flexibility and efficiency. He’s positive, friendly, and highly recommended.

Matt Oden

Execify

We helped Execify grow from inception to a successful global software business by providing end-to-end financial support—including financial planning, book closing, system configuration, workflow setup, and advanced financial modeling.

David is a true professional, exceeded all my expectations and brought more value than I was even asking for. I will use him for all of my future needs!

Robert Beck

COO at Kabert Industries

We integrated Kabert Industries’ trip platform with Google Sheets to auto-generate charter and signature sheets, eliminating manual data entry and saving the team 16+ hours a week to focus on higher-value work.

David exceeded expectations with a detailed, professional financial model delivered early. His responsiveness and quality make him highly recommended.

Tamika Gaten

Founder of GlamRUs

We helped GlamRUs secure $1M in funding by streamlining forecasting, accelerating reporting, and optimizing cash flow with a custom three-statement model delivered ahead of schedule

David provided exceptional financial analysis and strategic insight for my e-commerce business. His thorough approach and attention to detail were invaluable. Highly recommend!

Adiam Eyasu

CEO of Vitalume

We helped Vitalume enhance financial visibility, streamline budget planning, and optimize cash flow by crafting a bespoke financial framework and interactive dashboards.

The best, smartest, most insightful financial modeler I have ever worked with. Highly recommend.

Joe Culotta

CEO of Inside Sales Staff

We helped Inside Sales Staff sharpen revenue forecasts, automate commission reporting, and align hiring plans with growth targets by developing a custom financial model and real-time dashboards.

Wisefi built detailed financial projections and added real value with industry-specific insights. His independence, precision, and positivity made the project seamless.

Yosef Milstein

Schoolset

We built a detailed financial model and designed a five-year projection to support the expansion of an already successful software business. Using this framework, we executed a multimillion-dollar raise.

Wisefi worked swiftly and got us to the finish line before our deadline. Definitely will be using them in the future!

Amber Washington

WeFoods Inc

We developed a comprehensive financial model and created a five-year projection to guide the company’s long-term strategy. Despite being a pre-revenue business, we successfully executed a multimillion-dollar raise, securing the capital needed to drive growth and scale operations.

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Your Partner in Finance

From your first sale to your first raise, we meet you where you are. Whether you need clean books, cash flow forecasts, strategic models, or investor-ready reports, we’ll help you move with clarity, confidence, and control.

Book a Free Discovery Call