“How much can we actually spend?”
See upcoming cash needs before committing to new spending.
Cash flow & scenario planningFinancial clarity is the best R.O.I.
for your business.
We’re not here to just close your books.
We’re here to help you plan, forecast, and make better decisions.
Built for the people
building the business.
AgenciesSaaS companiesOnline businesses
Clarity changes the conversation
Good books are
the beginning.
Better decisions
are the point.
Know what you can spend, when you can hire, and where you’re making money.
Meet your finance function“Is now the right time to hire?”
Put the full cost of a hire into the plan before making an offer.
Headcount & hiring budgets“Where is our hard work paying off?”
See which clients, services, and costs are shaping your margins.
Custom reporting & KPIs“We finally understood what our profit per client looked like... and it changed everything.”
Your business, in focus
Finally, numbers
you can use.
A custom financial picture built around your business. Clear reporting, useful KPIs, and forecasts that make the next conversation more productive.
Try a different what-if in each tab. Each example is separate, and all figures are illustrative.
SEVLUTIONS / Financial overview
SAMPLELOOKING AHEAD
Your cash, with a plan.
Starting cash$184,000Month 1 balance
Month 6 cash$235,000Before adding a hire
Reserve target$90,000Cash kept in reserve
$7,500/month including employer costs, starting in Month 4.
Across all six months. Sales volume and costs stay unchanged.
Start in Month 5 instead of Month 4. Still $7,500/month including employer costs.
Cash balance outlook
Original planCash balance
Your cash cushion: Your plan ends with $145,000 above the $90,000 reserve.
One clear view. A better conversation.SEV
A connected finance function
From the books
to the bigger picture.
Bookkeeping
& financial foundations
Reconciled books and a consistent close you can build on.
Weekly bookkeeping
Monthly financial statements
Account cleanup & organization
Monthly financial statements
Account cleanup & organization
Reporting
& business visibility
Understand what changed, what drove it, and what to watch.
Custom KPI dashboards
Monthly performance review
Vendor & expense analysis
Monthly performance review
Vendor & expense analysis
Forecasting
& financial planning
Connect revenue, spending, and hiring in one forward-looking plan.
Budgets & financial forecasts
Cash flow & scenario planning
Headcount & hiring models
Cash flow & scenario planning
Headcount & hiring models
Fractional CFO
& strategic partnership
Work through financing, growth, and board-level decisions with a financial partner.
Strategic finance conversations
Investor & board reporting
Fundraising scenario support
Investor & board reporting
Fundraising scenario support
Simple to get started
A clear path to
a clearer picture.
01
Clean up & catch up.
Review the books, resolve gaps, and establish a reliable starting point.
02
Build out.
Build the reports and forecasts around your business and its next decisions.
03
Refine & review.
Review results, update the forecast, and agree on the next priorities.
Our services
Support for your next stage.
Books, insights, and planning that move your business forward.
Essentials
This is for you if you want dependable books, monthly reports, and a forecast to plan from.
Starting at$800/ month
Monthly financial reports.
Quarterly review calls.
- Bookkeeping
- Monthly financial package
- P&L, balance sheet & cash flow
- 1-year financial forecast
- Quarterly financial review call
- Dedicated Slack channel
A clear starting point for owners who need their finances organized and explained.
For your next stage of growth
Growth
This is for you if you’re hiring, managing margins, or need a custom plan for the next stage.
Starting at$1,500/ month
Monthly strategy calls.
Custom planning and analysis.
Everything in Essentials, plus:
- Custom KPI reporting & dashboards
- 3-year forecasting model
- Monthly strategic finance call
- Vendor & expense reviews
- Headcount plan & hiring budget
More detailed analysis and a monthly conversation about the decisions ahead.
Partner
This is for you if you need ongoing CFO involvement in fundraising, investor reporting, or board decisions.
Starting at$5,000/ month
Weekly check-ins.
Investor and board support.
Everything in Growth, plus:
- Investor reporting & deck support
- Fundraising scenario planning
- Weekly check-ins
- Cash flow & burn optimization
- Board meeting prep & participation
A broader advisory role for businesses with more complex finance demands.
Need a little more?
Ask about payroll, AR/AP management, commission tracking, and tax-filing coordination with partner CPA firms.THE SEVLUTIONS APPROACH
The goal is simple:
understand your business,
build a useful plan,
and make your next move
with confidence.
JS
Jake S.Founder, Sevlutions
A partner in your corner
Finance should feel
like a partnership.
Sevlutions is led by Jake S., with experience across FP&A, controllership, and outsourced finance.
We get to know the business behind the numbers, build reporting around what matters, and stay close to the conversations that shape what comes next.
Clear communication. Practical financial guidance. A team that knows your business.
Let’s meetBefore we talk
A few good
questions.
Have something else on your mind? Bring it to the first conversation.
Who is Sevlutions a good fit for?
We work with agencies, SaaS companies, and other online businesses that need reliable books, useful reporting, or help planning their next move.
Can you work with my existing bookkeeper or accountant?
Yes. We can support your current team or take over bookkeeping. We’ll agree on responsibilities before getting started.
What does getting started look like?
We review your setup, scope any cleanup, then build the reports and review rhythm. Timing depends on the condition of the books and the agreed work.
Do you handle tax filing?
Tax filing is available through partner CPA firms. We can coordinate with your tax team so the books and financial reporting support that work.
What should I prepare for a discovery call?
Bring a brief overview of the business, the tools you use, and the biggest financial question you want answered.
Your next move starts here
Let’s put your numbers
to work.
Tell us where things stand.
We’ll talk through where you want to go.