Services

The financial, analytical, and strategic horsepower your team is missing.

We plug into your business as a hands-on extension of your executive team: finance, analytics, and accounting that scales with you, built by people who have been in your shoes.

How we work with you

No long onboarding. No months of discovery. We show up ready to work.

01

Kick-off call

We learn your business, your pain points, and your goals.

02

Systems access

We get into your tools, data sources, and financials within the first week.

03

Build and deliver

Models, analyses, and insights start flowing. You see impact in weeks, not months.

04

Ongoing partnership

Weekly calls, real-time analyses, and a team that's always on. We grow with you.

What we do

Three core practices, one integrated team.

Most clients engage across all three, because finance, accounting, and analytics are the same problem seen from three angles.

Finance

Strategic clarity for every financial decision

We build and own the driver-based model at the center of your decisions, develop scenario-based forecasts, analyze margins and KPIs, and stand behind the numbers when investors and boards push back. Every forecast encodes a goal, so we choose the lens with you, then use budget versus actual as the feedback loop that keeps us calibrated.

Build your financial roadmap.
  • Financial model build and ownership
  • Revenue forecasting and build-up
  • COGS, gross margin, and OpEx budgeting
  • Cash flow, balance sheet, and working capital
  • Scenario and sensitivity analysis
  • Budget vs. actual reporting
  • Fundraise prep and investor materials
  • Debt and equity capital strategy
Accounting

A scalable foundation that grows with you

We build accounting systems right-sized for where you are today and designed to evolve as you scale: clean books, a reliable close, and reporting infrastructure that gives you confidence in your numbers. The close is not a compliance chore, it is our feedback loop on the plan.

Get your books in order.
  • Monthly and quarterly close management
  • Close review and anomaly detection
  • Bank and balance-sheet reconciliation
  • Accounts payable and receivable oversight
  • Reporting infrastructure and chart of accounts
  • Model actualization after each close
  • Corporate structure and R&D tax credits
  • Tax prep support with licensed CPAs
Analytics

Turn raw data into decisions you can act on

We connect your data sources, clean the mess, and build the reports and analyses your team actually needs. From customer segmentation to inventory forecasting to campaign optimization, we make your data work for you instead of collecting dust in a spreadsheet.

Unlock your data.
  • Customer acquisition cost and lifetime value
  • Cohort analysis and retention tracking
  • Inventory optimization and demand planning
  • Marketing performance and attribution
  • Channel and marketplace reconciliation
  • Account segmentation and reorder alerts
  • Pricing strategy development
  • KPI automation and reporting
Why integrated

Most clients choose all three.

Finance, analytics, and accounting aren't separate problems. They're connected. When one team handles all three, you get the complete picture of your business instead of three consultants who never talk to each other.

Book a call to scope your engagement
Let's talk

Let's build financial momentum together.

Book a free call. We'll talk about where you are, where you want to go, and whether Greenleaf is the right fit. No pitch decks, no pressure, just a real conversation between founders.

Book a free strategy call