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.

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
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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
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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.

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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
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“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, Peformio

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“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

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.