What types of businesses do you typically work with?

We work with small to mid-sized businesses—often PE-backed or founder-led—going through growth, leadership transitions, or operational cleanup. If you’re scaling and need clarity fast, we’re built for that.

How are you different from my accountant or hiring a freelancer online?

Your accountant focuses on compliance—taxes, books, and historicals. A freelancer might deliver a dashboard or model, but often without context or follow-through. Nimbus is different: we combine strategic CFO thinking with hands-on execution, ongoing support, and tools built around your business. We’re not a help desk—we’re a tech-enabled partner focused on building clarity, trust, and momentum.

Do you replace my accountant or finance team?

Not necessarily. Nimbus is designed to complement what you already have—or step in when you don’t. We support in-house teams that are stretched, enhance existing tools and workflows, or act as an outsourced solution when you need an experienced partner to take the lead. Whether you’re filling a gap or leveling up, we meet you where you are.

Do I have to install new systems to work with you?

Not at all. We don’t force a specific platform or tech stack. Instead, we work with the tools you already use—like QuickBooks, Xero, Gusto, Shopify—and build in Excel, Google Sheets, or Power BI as needed. Our goal is to create clarity without overcomplicating your systems or requiring major new investments.

Can you help clean up messy financials or support a fundraising process?

Absolutely. Many of our clients come to us during high-pressure moments—onboarding a new CFO, preparing for a fundraise, or trying to make sense of inherited chaos.

Have you worked with other firms like mine before?

Yes. We work with small to mid-sized businesses—often founder-led or PE-backed—going through growth, transition, or operational upgrades. If your team is stretched, your reporting is messy, or you're navigating complexity, we've likely seen something similar. Every engagement is tailored, but the patterns are familiar.

What’s your pricing?

Every engagement is tailored to your needs. Some clients need a short-term push; others want ongoing support. We offer project-based, hourly, and retainer pricing depending on scope. Most monthly retainers fall between $2,500–$8,000/month, but we always align on budget and value before getting started.