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Financial Analytics & Dashboards

Trusted by hundreds of thriving startups, including:

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Unlock the Power of Your Data

In today’s data-driven world, harnessing the power of your data is essential for making informed business decisions and driving growth. By leveraging real-time dashboards, conducting cash flow and revenue analysis, and engaging in scenario planning, you can unlock valuable insights and propel your business forward. This article will explore these key aspects and provide practical tips for maximizing the potential of your data.

Real-time Dashboards Customized for Your KPIs

Real-time dashboards are powerful tools that provide instant access to critical business metrics. By customizing these dashboards to align with your key performance indicators (KPIs), you can monitor your business’s health and make data-driven decisions. Here are the key benefits and steps to create effective real-time dashboards:

  • Centralized Data Access: Real-time dashboards consolidate data from various sources, providing a single view of your business’s performance. This eliminates the need to manually gather and analyze data from multiple systems.

  • Instant Insights: With real-time data updates, you can quickly identify trends, spot anomalies, and respond to changes in your business environment. This agility is crucial for staying competitive and making timely decisions.

  • Customization: Tailor your dashboards to display the KPIs that matter most to your business. This ensures that you are focusing on the metrics that drive your success and align with your strategic goals.

To create effective real-time dashboards, follow these steps:

  1. Identify Key Metrics: Determine the KPIs that are most relevant to your business objectives. These could include sales revenue, customer acquisition costs, churn rates, and more.

  2. Select Data Sources: Identify the data sources that will feed into your dashboards. This could include CRM systems, financial software, marketing platforms, and other business applications.

  3. Choose a Dashboard Tool: Select a dashboard tool that integrates with your data sources and offers customization options. Popular tools include Tableau, Power BI, and Google Data Studio.

  4. Design Your Dashboard: Create a visually appealing and user-friendly dashboard layout. Use charts, graphs, and other visual elements to represent your data clearly and effectively.

  5. Set Up Real-time Updates: Configure your dashboard to update data in real-time or at regular intervals. This ensures that you always have access to the most current information.

By implementing real-time dashboards customized for your KPIs, you can gain valuable insights into your business’s performance and make informed decisions that drive growth.

The Next Generation of Startup Accounting

What Other Forms Provides

  • Hourly pricing, large random bills
  • Six months to get up to speed
  • One accountant on many accounts
  • Firm only handles bookkeeping
  • Use whatever tools you use today

What We Provides

  • Fixed monthly pricing given up front
  • Dedicated onboarding team for speed
  • Dedicated team of accountants and/or a CFO
  • A one stop shop for accounting, CFO & tax
  • Modern tech stacks and software
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Why SaaS Startups Choose Us

Our track record and talent. We are your long-term SaaS accounting partner. The US-based team we allocate to you will work with only a handful of clients at a time, ensuring they are high-touch, embedded in your business, and feel like an in-house team. Here are the key reasons why startups prefer us.

01 Focus on Growth

We handle the financials so you can focus on scaling your business.

02 Proven Track Record

Trusted by hundreds of successful startups.

03 Continuity

We support you from seed to exit, so you never have to switch firms.

04 Expertise

Our team consists of experienced controllers, accountants, and bookkeepers who specialize in SaaS accounting.

05 Tailored Solutions

We develop accounting processes that fit your unique business needs.

06 Comprehensive Support

From financial planning to tax compliance, we offer end-to-end services.

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Our Executive Team

Our team comprises CFOs, accountants, investors, and entrepreneurs with extensive expertise in startup finance, accounting, and tax.

Sean Bies

Founder, CEO
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Michael Smith

COO
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Donny Tyra

Chief Strategy Officer
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Josh Leider

Head of Growth
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Adam Smith

Head of Customer Success
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FAQs

The main reasons startups choose to work with us are:

Our track record: We’ve helped countless startups grow from a few team members to hundreds of employees, and for many, we’ve scaled with them through their exits. 

In-House Feel: With other firms, you’ll likely get a team from a service center that is working with 15 or 20 clients at a time. We are the opposite side of the spectrum. We are your long-term partner, and the US-based team we allocate to you will only be working with a handful of clients at a time, so they can be high-touch, embedded in your business, and feel like an in-house team. 

Scalability: Hopping from accounting firm to accounting firm as you scale is not fun. That’s why startups prefer Graphite. We are a one-stop-shop. We handle everything (bookkeeping, operational accounting, CFO, FP&A, tax, etc.) and have yet to meet our match in terms of scale.

Robust Reporting: The clients that work with us receive some of the most insightful business reporting in the industry. Here is an example of our financial health dashboard that we set up for our clients. We help our operators keep a tight understanding of unit economics, growth and capital needs.

Top Talent: Our team members have worked with hundreds of startups, and have a wealth of knowledge about your specific industry.

Our pricing structure is really simple and extremely fair…it has to be, as we focus on startups and growing companies. Because we are more of a long-term finance partner (which is what you want) compared to a short term “outsourced” bookkeeping firm, all of our engagements are custom.

Most of our clients come to us from a sub par experience with another firm, so we are used to facilitating and managing transitions. Along with your direct Ledgerive team, every client is also staffed with an onboarding manager who will be the one to manage the transition so you don’t have to.

Every client we work with is assigned a dedicated team, usually consisting of two to four team members. Of those team members, we will define a main point of contact. We love Slack, so if you use it, we can create a Slack instance and communicate there. We also will create an email alias so you can simply email one email address that will go to your entire Graphite team.

We are speaking with most of our clients on a regular basis. Some daily. Others have weekly or bi-weekly standing meetings. Think of it like this: However you would communicate with an internal finance team, that’s how we will communicate.

Locations: WY HQ / Clients around the world

With team members across the country and clients worldwide, we cast a wide net.

Reach Out to Us

The smartest move you’ll make for your business this week. Drop us a message below.

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