Services
Embedded Finance & Accounting Services
Guided Growth Financials delivers a standardized monthly engagement — transactional accounting, month-end close, financial reporting, and a monthly financial review — for CPG and software companies on NetSuite. Recurring add-ons and defined projects extend the core when you need them.
The core engagement
Your embedded finance function
Transactional accounting
We own day-to-day bookkeeping and transaction coding, so your ledger is accurate all month — not just at close.
Month-end close
A standardized close on a fixed calendar: inventory, landed cost, deductions, reconciliation, and margin review, in that order.
Financial reporting
Decision-ready reports — margin by SKU and channel, cash position, and the KPIs that actually drive your decisions.
Monthly financial review
A working session each month to walk through results, flag risks early, and set direction — this is where CFO-level strategy happens, built into every engagement.
Recurring add-ons
Extend the core engagement
13-Week Cash Flow
Practical liquidity management for companies with high inventory moves or complex vendor cycles needing margin clarity.
- Short-term liquidity visibility
- Variance analysis
- Cash gap identification
Budgeting & Forecasting
A working budget and rolling forecast tied to your actuals, not a static spreadsheet nobody updates.
Financial Operations
Hands-on assistance with AR, project profitability, and billing cadence for professional services and CPG brands.
- Billing & collection design
- Internal control workflows
- Project performance tracking
Enhanced KPI Reporting
Dashboards built around the metrics that matter for your industry — inventory turns, gross margin by SKU, or SaaS unit economics.
Treasury Support
Cash structure and banking relationships optimized to improve net income and reduce idle cash drag.
AP/AR Support
Ongoing accounts payable and accounts receivable management layered onto the core close.
Projects
Defined-scope engagements
Cleanup & Catch-Up
Bring historical books current and audit-ready before transitioning into a recurring engagement.
ERP & NetSuite Optimization
Eliminate manual spreadsheets. We optimize NetSuite and other ERP tools to ensure your close is fast and clean.
- Automated dashboard setup
- ERP & bank integrations
- Close process acceleration
Financial Modeling
Build decision-ready reporting with dynamic 3-statement models that help you plan for market shifts and scalability.
- Investor-ready projections
- Scenario & sensitivity analysis
- Valuation driver identification
Due Diligence & Financing Support
Preparing for an exit or a major credit line? We ensure your books withstand the most rigorous lender or buyer scrutiny.
- Standardized data rooms
- Quality of earnings prep
- Lender inquiry management
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