Most growing companies have a finance function that hasn’t kept pace with the business. Setpoint builds the reporting and forecasting layer, then runs it month after month, so the numbers always hold up.
Nothing improvised. Nothing missed.
Sound familiar?
You’re a week out from the next board update, and you already know how this goes.
Someone asked about gross margin, but the model wasn’t built to answer it.
The budget got approved. You’re still not sure you believe it.
That’s not a headcount problem.
<4%
typical forecast variance
2
reporting views, one for the board and one for management
1
person on your account, every month
Step 01
Each month, you send a defined set of source data: actuals, revenue detail, headcount updates, and the operating inputs needed to refresh the model.
Step 02
We integrate actuals, roll the revenue model forward, generate the variance analysis, and update the reporting package.
Step 03
One meeting. We walk through what changed, what matters, and what needs attention. Then the cycle is done until next month.
Your time commitment is the inputs. The rest happens on our end.
One-time onboarding
Every month
A strong fit when
Accounting is handled (cash, books), but no one owns reporting and forecasting
Reporting has to hold up under scrutiny
Wants a structured monthly review that goes beyond the numbers
Has finance support, but wants their time going toward the business, not the reporting
Not a fit
Already has someone owning the reporting and forecasting process
Needs day-to-day bookkeeping or transactional accounting
Needs a fractional CFO
Eric George
Founder
I created Setpoint to keep leadership teams from being blindsided by their own numbers. Get the numbers right, and it becomes an operating advantage. Setpoint keeps that advantage running. Same process, same person, every month, start to finish.
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