CFO-LED OR CONTROLLER-LED OUTSOURCED ACCOUNTING SERVICES

Take control of your finance and accounting, with a right-sized team designed to drive growth, and scale with it.

FREE Q&A WITH A CFO

Tailored 90-Day Plan

David DeRam. CEO, Greenlight Guru.

Successful exit for initial investors.

Trusted By

WHAT’S REALLY HOLDING YOUR BUSINESS BACK?

Unreliable financials, ambiguous data and disjointed operations are more than growing pains. They are cracks in your foundation that undermine decision making, erode investor confidence, and threaten valuation. New hires? Consultants? Technology upgrades? They can address part of the problem—but they won’t solve it.

A COMPLETE GROWTH SOLUTION

We call it Growth Driven Finance. You’ll call it the answer to all of your finance and accounting needs for every stage of growth.

Expert Finance Team

Put your entire finance function in the hands of a team of experts, so you can focus on growing your business.

Flawless Financials

Trust your data like never before, with accurate financials in a simple format you, your CPA, and stakeholders will love.

Game-Changing Insights

Make informed decisions with the right metrics and analysis, based on benchmarks, best practices and sounding boards.

Confident Forecasting

Run scenarios & pull the trigger on critical hires or investment decisions, knowing your future cash position is secure.

Air-Tight Systems

Leverage right-fit technology to streamline your finance function, while protecting data integrity and avoiding fraud.

An Experienced Guide

As seasoned business owners, operators, and investors with a proven system, we’re ready to lead the way.

HOW IT WORKS

MORE THAN OUTSOURCED ACCOUNTING SERVICES.

Can your business afford to wait for financial leadership? Add senior personnel and a team of experts tailored to your needs and budget. Scale their involvement as you grow. From project-based, to fractional, to full-time, the right-sized solution awaits.

OUTSOURCED CFO SERVICES

An outsourced finance team led by a CFO empowers established, rapidly growing companies to:

Add cost-effective CFO-level leadership
Increase CFO involvement as needs expand
Fill all accounting and finance roles with experts
Understand and align on key financial metrics
Base critical decisions on accurate, timely data
Implement and leverage the right technology stack
Refine the annual budgeting process
Report confidently to board, bank and investors
Raise capital or deploy a recent raise
Attract new stakeholders
Prepare for acquisition, exit or M&A

EXPLORE CFO SERVICES

OUTSOURCED CONTROLLER SERVICES

An outsourced accounting team led by a Controller enables both young and established companies to:

Drive decisions with sophisticated reporting insights
Establish clean financials for capital raise or exit
Develop a sound monthly close process
Deliver solid reporting packages to stakeholders
Leverage efficient financial process management
Eliminate manual tasks and errors
Add CFO-level leadership seamlessly when needed
Free up an existing CFO to focus on high-value tasks
Stop wasting money on CPA fees to clean up books

EXPLORE CONTROLLER SERVICES

BOOKKEEPING SERVICES

If day-to-day bookkeeping (and keeping costs in check) is all you need at this stage of growth, you’ll still have controller oversight to ensure accuracy and best practices. And, when your needs expand, you’ll already have the foundation of your solution in place.

EXPLORE BOOKKEEPING SERVICES

WHO WE SERVE

Driven Insights accelerates growth for businesses in these sectors:

SAAS

Software-as-a-service firms with cloud-based subscription services.

LEARN HOW

GROWTH SMB

Profitable small- to mid-sized businesses ready to scale and expand.

LEARN HOW

RECURRING REVENUE

Companies with a membership, subscription, or managed service model.

LEARN HOW

TECH-ENABLED

Services enhanced through existing or proprietary technology.

LEARN HOW

“Driven Insights gives me consistent, focused reporting on the SaaS KPI's we use to keep Performio on track to build meaningful enterprise value."

Luke Teeple
COO, Performio

“Driven Insights consistently provides timely, high-quality, detailed financial reporting to the board for our portfolio company. The ongoing SaaS insights they produce keep me up-to-speed as a director and allow me to confidently and efficiently weigh in on our critical board decisions.”

Bill McCullen
Chief Investment Officer, Launch Capital

“Driven Insights provided the data, relationship, coaching and strategic partnership. As a company gets larger and more valuable, the stakes get higher and higher. Driven Insights was able to help us scale the company, to take the load off the executive team, and lean in as a partner.”

David DeRam
CEO, Greenlight Guru

“We really appreciated the excellence that Driven Insights brought to the table with every conversation. Through our 8-year partnership with DI and a successful exit, we never needed to hire a full-time CFO because we had DI. DI was worth every penny we ever spent.”

Marci Cornell-Feist
CEO, BoardOnTrack

your finance & accounting solution should accelerate growth, not slow it down.

Ready to get in the driver’s seat and take control of your business’ growth? Ready to leverage data insights that fuel decisive action? Ready to maximize valuation with solid financials? Request a custom proposal and schedule your introduction to Driven Insights today.

GET A CUSTOM PROPOSAL

CFO-LED OR CONTROLLER-LED OUTSOURCED ACCOUNTING SERVICES

CFO-LED OR CONTROLLER-LED OUTSOURCED ACCOUNTING SERVICES

David DeRam. CEO, Greenlight Guru.

Successful exit for initial investors.

Trusted By

WHAT’S REALLY HOLDING YOUR BUSINESS BACK?