Fuel Your Success with Trusted Experts in Accounting, Finance & Product
We are more than CPAs. We empower the world's most innovative companies with best-in-class accounting, finance, product and marketing solutions that drive growth, operational success, and efficiency.
At Numeri, we serve as your extended CFO, CPO and PMM office, delivering comprehensive and tailored services that scale with your business.
Built for Tech.
People
Process
Technology
Building a strong accounting and finance team is essential, but for startups, it can be a daunting challenge.
At Numeri, we serve as your extended finance team, providing the expertise you need as you grow. Once your internal team is established, we continue offering support, sharing best practices, and ensuring seamless collaboration for long-term success.
Efficient processes are key to improving financial outcomes and reducing costs—especially in the early stages of growth. Our experts collaborate with your teams to design scalable financial and operational workflows that meet your needs.
At Numeri, we have a proven track record of streamlining processes to drive efficiency and accelerate growth.
Choosing the right tools and systems is critical for automating and optimizing finance processes. With so many options available, it can be overwhelming.
At Numeri, we help you select and implement the most effective technologies, ensuring smooth integration and boosting operational efficiency to drive long-term growth.
CFO Office Services
controllership
GAAP basis bookkeeping (Accrual)
Cash management & bank reconciliation
Expense management
Payroll process
R&D tax credit support
Month-end close
Corporate tax filing preparation support
Technical accounting matters (eg. ASC 606)
Financial statements preparation
Audit preparation and audit support
Internal controls
Financial planning and analysis
Annual plan: Budgeting & forecasting
Monthly / Quarterly financial reports
Updated forecasts for revenue, margin, other key metrics
Variance analysis reports
Cash flow projection
Cost optimization and efficiency
KPIs and metric tracking
Financial modeling & scenario analysis
Executive presentation & board deck preparation
Strategic planning support
Funding strategy development support
Financial documentations for investors
PMO for deals and special projects (M&A)
Buy & sell due diligence support
Integrating finance and operations
Finance process and policy optimization: Procurement-to-Pay, Record-to-Report, and Quote-to-Cash
Deal desk function (Customer contract review)
Cross-functional business partner
Cash flow and burn rate management
Transaction services & Finance Transformation
Fractional Product & Marketing Leadership
Strategic on-demand CPO & PMM executive leadership to bridge the gap between product innovation and market dominance without the overhead of full-time hires.
Product Strategy & Market Alignment
Product-Market Fit (PMF) Audit: Evaluating current traction against market needs.
Ideal Customer Profile (ICP) Development: Defining high-value segments and user personas.
Competitive Intelligence: Deep-dive analysis of the landscape and "white space" opportunities.
KPI & Success Metric Definition: Establishing the data points that actually matter for growth.
Product Vision & Value Proposition: Crafting the "Why" behind your product’s existence.
Strategic Board/Investor Preparation: Crafting the product narrative for funding rounds.
GTM Strategy & Commercial Excellence
Pricing & Packaging Optimization: Aligning price points with customer perceived value.
Positioning & Messaging Frameworks: Creating a "source of truth" for all internal and external communications.
Go-To-Market (GTM) Launch Plans: Orchestrating the rollout of new features or entire platforms.
Sales Enablement Kits: Building pitch decks, one-pagers, and talk tracks for the sales team.
Customer Journey Mapping: Identifying friction points from initial awareness to churn.
Category Creation Strategy: Positioning the brand as a leader in a new or underserved niche.
Outcome-Based Roadmapping: Transitioning from "feature lists" to "problem-solving" timelines.
Prioritization Frameworks: Using tried & true methods to settle "what’s next" debates for roadmap priorities.
MVP Scoping & Definition: Stripping back the noise to launch products and learn fast.
Product Operations: Optimizing the tools and workflows between PMs and Devs.
User Research & Feedback Loops: Defining approaches to ingest and act on customer pain.
Hiring & Mentorship: Recruiting your permanent Product team and coaching junior talent.
Product Operations & Roadmap Execution
