How can expert advisory transform your growth?
Financial success isn’t just about accounting; it’s about making the right moves at the right time. Our advisors provide the outside perspective and deep industry knowledge you need to overcome hurdles and capitalize on new opportunities.
Insight-Driven Advisory Services
Cash Management
Sophisticated strategies to optimize your working capital and maximize your runway.
Profitability Analysis
Identifying your most and least profitable products, customers, and business segments.
Market Expansion
Financial roadmaps for entering new geographic regions or launching new product lines.
Pricing Strategy
Data-driven advice on how to price your products for maximum growth and profitability.
Cost Optimization
Auditing your expenses to find hidden savings without compromising your core operations.
Internal Controls
Designing robust systems to prevent fraud and ensure data integrity across your org.
Financing Advisory
Helping you choose between venture debt, bank loans, or equity financing.
Revenue Growth Plans
Modeling and testing different strategies to accelerate your top-line revenue.
Consult with a Strategic Financial Advisor
Our Collaborative Advisory Model
We partner with you to solve your most complex financial challenges. Our flexible advisory engagements are tailored to the specific needs of your startup’s growth stage.
Diagnostics
Identifying the specific bottlenecks or opportunities in your current operations.
Strategy Design
Developing actionable financial plans to achieve your growth targets.
Implementation
Working side-by-side with your team to execute the new strategies.
Iteration
Continuously measuring results and refining our approach for maximum impact.
Expertise
Our advisors come from backgrounds in investment banking, top-tier consulting, and venture capital. We bring a high-level strategic lens to the day-to-day financial operations of your startup.
Why Strategic Advisory Matters
The difference between average growth and explosive growth is often found in the strategy. Our advisory services provide the high-level insights typically reserved for the largest corporations, tailored for the startup world.
Frequently Asked Questions
When is the best time to start working with an accounting/finance firm like Graphite?
In reality, the second you start developing your product and spending money is when you need to start keeping clean books. The earlier you do so, the more money you will save in the long run and the cleaner your books will be for fundraising.
How much does it cost?
Our pricing structure is simple and fair. Engagements start at $1,250/mo and grow based on your goals. Because we act as a long-term partner, all of our engagements are custom-tailored to your specific needs.
Can you help us transition to Graphite?
Yes. Most of our clients come from other firms. Every client is staffed with a dedicated onboarding manager who handles the entire data migration and transition process so you don’t have to.
Who will be my point of contact?
Every client is assigned a dedicated team of two to four members. We define a main point of contact and offer communication via Slack instances and dedicated email aliases for your entire Graphite team.
What is the communication cadence like?
We speak with most of our clients on a regular basis—some daily, others via weekly or bi-weekly standing meetings. We operate just like an internal finance team would.
Do you help companies set up their software and tech stack?
Yes! We are a tech-focused firm. We recommend and set up various tools and softwares, and while we have preferred platforms, we can easily mold to the softwares you already use.
Do you provide tax filings as a stand alone service?
Yes, we do! We can quickly provide stand-alone pricing for your tax filings through our professional tax team.
What does your financial modeling and FP&A service include?
Our Tier 2 support is a fully managed, always-on FP&A service. It includes building your financial model, a real-time financial health dashboard, and strategic CFO support for fundraising and M&A.
What stage company is the best fit for Graphite?
We work with startups at every stage—from founders just starting out to growing companies with hundreds of employees. Our sweet spot is well-capitalized startups that have found product-market fit.
How does your pricing compare to a full-time person?
Fractional work is significantly more efficient. You only pay for the exact effort you need at that moment, without the overhead of benefits, downtime, or vacations associated with a full-time hire.
Where is your team based?
Our hubs are in New York and Florida, but our team is fully remote across the United States, allowing us to work across all domestic time zones.
Do you handle sales tax?
Yes, we handle sales tax end-to-end. We can quickly get you custom pricing for these compliance services.
How long do clients work with Graphite on average?
Most of our clients are with us for years. We aren’t a ‘band-aid’ service; we are a long-term partner that scales with you through fundraising rounds, M&As, and exits.
What are your security protocols?
We have a dedicated internal security team and take data protection extremely seriously, following rigorous industry-standard security protocols.