BB FINANCIAL SERVICES — EST. SINCE INCEPTION · GLOBAL

Founders bring the spark.
We bring the strategy.

Fractional CFO and accounting services for SaaS, e-commerce, and SMBs — guiding founders through capital raises, scaling operations, optimizing business models, and navigating successful exits.

01SaaS+02E-commerce+03Marketplaces+04Vertical SaaS+05D2C+06Fintech+07Healthtech+08Climate-tech+09Professional services+10Manufacturing SMBs+01SaaS+02E-commerce+03Marketplaces+04Vertical SaaS+05D2C+06Fintech+07Healthtech+08Climate-tech+09Professional services+10Manufacturing SMBs+01SaaS+02E-commerce+03Marketplaces+04Vertical SaaS+05D2C+06Fintech+07Healthtech+08Climate-tech+09Professional services+10Manufacturing SMBs+
§ — INTERACTIVE

Try the artifacts.
Built for Northwind SaaS.

Four artifacts every engagement produces — driver-based, defensible, monthly. Pick a tab; the artifact renders live below.

ARR FORECAST · 24 MO
Northwind SaaS
TODAYM+5· BASE $5.8M· UPSIDE $6.0M· DOWN $5.0M
$4M$8M$12M$16MTODAYM-6M-3M-0M+3M+6M+9M+12M+15M+17
ARR FORECAST · 24-MONTH HORIZON · DRIVER-BASED
§ 02 — THE OPERATING SYSTEM

Raw transactions
to board-ready signal.

Every engagement flows through the same backbone — the messy systems you already run, connected into the model, pack, and dashboards your board actually reads.

INPUTERP / BillingINPUTPayroll / BankINPUTCRM / PipelinePROCESSBB Model CoreOUTPUTBoard PackOUTPUTForecastOUTPUTKPI Dashboard
DISCIPLINES
4
CFO · FP&A · Accounting · Board
TIMEZONES
4
CET · GMT · EST · AWST
CLIENT CITIES
7
Vienna to Perth
§ 03 — WHAT YOU GET

A template
your board will read.

Every engagement produces the same set of artifacts — cover, cash & runway, KPI tree, P&L, hiring plan, risks. The structure is ours. The numbers are yours.

SAMPLE DATA · NOT A CLIENT
Monthly Board Pack — Template Preview
v3 · MAR
ARR
$8.4M
USD
↑ 38% YoY
NET BURN
$184K
/mo
↓ 41% QoQ
RUNWAY
28
mo
↑ 11 mo
GROSS MARGIN
78%
↑ 6 pts
CASH RUNWAY (MONTHS) — SAMPLEFY · 18-MO HORIZON
0102030M0M3M6M9M12M15
POST-ENGAGEMENT BASELINE
§ 02 · KPI TREEARR DRIVERS
ARRNEW LOGOSEXPANSIONCHURN
+38% ← +22% new · +19% expansion · −3% churn
§ 03 · P&L — ACTUAL vs PLANQ1 · +4% vs plan
Revenue
$2.10MCOGS
$0.46MOpEx
$1.32MEBIT
$0.32M
ACTUALPLAN
§ 04 · HIRING PLAN — 18 MO42 → 68 FTE
Q1Q2Q3Q4Q5Q6
ENGGTMG&A
§ 05 · RISKS & ASKSTOP 3 · MAR
HIGHEnterprise pipeline coverage < 3×CRO · 03/24
MEDSnowflake spend trending +22% planCTO · 04/01
LOWSeries B lead — 2 firms in diligenceCEO · ongoing
+ VERSION-CONTROLLED+ YOURS TO KEEP+ SURVIVES ANY TRANSITION
§ 04 — CLIENT SUCCESS STORIES

From struggles
to profitability.

Three anonymized engagements from our practice. Same playbook: surface the truth in the numbers, design the intervention, run the cadence until the metric moves.

№ 01

From struggles to profitability

A client struggling with inconsistent profits due to inflation partnered with us. By analyzing customer trends and margins, we developed a new pricing strategy and marketing campaign — resulting in consistent profits, loan repayment, and long-awaited dividend targets.

№ 02

Driving profitability through decisions

A client struggled with a lack of reporting, leading to decisions not grounded in data. We established detailed reporting by product and customer, streamlined financial processes, and redesigned the product portfolio — reducing waste and increasing profitability.

№ 03

Financial turnaround

A client who raised funds in a cash-rich market was overspending, expecting another funding round. When the market tightened, a new strategy was essential. Our restructuring plan boosted EBIT by 400% and extended runway by 20 months.

+400%
EBIT · +20 MO RUNWAY
Read the full case studies
§ 05 — GLOBAL FOOTPRINT

Seven cities.
One handover.

Distributed across CET, GMT, EST and CST — your finance function never sleeps. Books close in your local timezone, board pack lands by 7am wherever you are.

VIELDNBUDNYCMIADAL
  • VIEVienna48.20°, 16.37°
  • LDNLondon51.50°, -0.13°
  • BUDBudapest47.50°, 19.04°
  • NYCNew York40.71°, -74.00°
  • MIAMiami25.76°, -80.19°
  • DALDallas32.78°, -96.80°
  • PERPerth-31.95°, 115.86°
VIE
CET
LDN
GMT
BUD
CET
NYC
EST
MIA
EST
DAL
CST
PER
AWST
Vienna
VIE · CET
London
LDN · GMT
Budapest
BUD · CET
New York
NYC · EST
Miami
MIA · EST
Dallas
DAL · CST
Perth
PER · AWST
§ 06 — HOW WE WORK

A ninety-day
shape-up.

Most engagements start with a fixed 90-day shape-up. By day 90 you have a working model, a clean board pack, and a team that knows how to run it.

01Week 1

Discovery

90-minute deep-dive on cash, model, team, and the next 18 months. We leave with a written diagnostic.

02Weeks 2–3

Diagnostic

Audit of books, model, KPIs and reporting. Output: a one-page Truth document and a prioritized intervention list.

03Weeks 4–8

Build

Reset the model, redesign the board pack, install the cadence. Your team owns it; we run it with them.

04Ongoing

Run

Monthly close, board prep, capital strategy, hiring plan. We embed in your operating rhythm.

§ — FAQ

Got questions?
We've got answers.

The four we hear most often. If yours isn't here — book a 30-minute intro call and we'll talk through it.

Strategic financial advice, fractional CFO support, and full-stack accounting and FP&A — all built around how your business actually runs. Engaged à la carte or as a full-stack finance function: cash and runway, model, board pack, KPI dashboards, capital strategy.

We embed financial discipline into your operating cadence. Clean books, a defendable model, a board pack your team owns, and the strategic conversations that turn numbers into decisions. We're flexible on scope — early-stage strategy through scale-up planning.

A fractional CFO gives you C-suite financial leadership at a fraction of the cost — running cash strategy, fundraising, board reporting, and the finance team — without the full-time hire. Right-sized for founders who need senior judgement on the next 18 months, not a permanent overhead.

Either take the free 5-minute diagnostic — fourteen questions, scored across four axes, you get a one-page report with red/amber/green scores and a recommended first engagement. Or book a 30-minute intro call directly. No commitment either way.

§ 07 — NEXT STEP

Let's read your
numbers together.

A 30-minute call. We'll look at your last close, your runway and your next 18 months. You leave with two or three things to fix this week — at no cost.

RESPONSE WITHIN 24H
NDA AVAILABLE ON REQUEST
NO COMMITMENT
ZOOM / IN-PERSON