FInance

Financial Clarity, Delivered.

CFO-level insights, cash flow control, and smart financial systems - embedded into your business, without the full-time overhead.


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Numbers Should Make Decisions Easier, Not Harder.

For growing businesses, finance is often the last function to scale - but the first one that creates drag. Disconnected spreadsheets, delayed insights, and reactive decision-making slow your momentum and cloud your strategy.

Mosaic fixes that with productized financial support designed for clarity, speed, and outcomes. We don't just report the numbers - we build the systems that let you run the business with confidence.

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Productized Financial Support, Built for Scale

TIER 1: Financial Foundations

Perfect for early-stage teams and service businesses looking to get their financial house in order.

  • Basic financial reporting setup

  • Cash flow visibility (12-week rolling forecast)

  • Budget template + setup support

  • Monthly finance check-in

  • Tools and tech stack recommendations

Starting at: $2,000/month


TIER 2: Strategic Finance

Perfect for teams preparing for growth, fundraising, or headcount expansion.

  • Monthly reporting + narrative commentary

  • Forecasting model (rolling 12–18 month view)

  • Budget vs. actual tracking + scenario planning

  • Cash runway + burn analysis

  • Investor-ready decks + KPI dashboards

  • Liaison with bookkeeper/accountant

Starting at: $4,500/month


TIER 3: Embedded CFO

Perfect for high-growth companies needing executive finance leadership, without a full-time hire.

  • Everything in Tiers 1 & 2

  • Executive participation in leadership meetings

  • Financial strategy + fundraising advisory

  • Compensation modeling + hiring plan support

  • Systems review + vendor negotiation

  • Financial ops oversight + stakeholder comms

Starting at: $7,500/month


Ideal Fit

Mosaic Finance is Right For You If…

  • You’re scaling and need real-time financial visibility

  • You’ve outgrown your bookkeeper, but don’t need a full-time CFO

  • You’re fundraising or preparing for board/investor updates

  • You need to model multiple growth scenarios with confidence

  • You want strategy and execution in one partner

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Testimonial

“Before Mosaic, our financials were technically accurate, but not actionable. Within weeks, we had real visibility, a forecasting model we trusted, and the confidence to make bigger moves.”

COO, Early-Stage Consumer Brand

FAQs

FAQs

  • We work best with growing, founder-led teams - from early-stage service firms to VC-backed SaaS companies. If you're making decisions without real-time numbers, we can help.

  • No, we partner with your bookkeeper or accountant, or help you find one. Our focus is on financial leadership: planning, strategy, reporting, and modeling.

  • Absolutely. Most of our clients do. We designed each tier to support different stages of financial maturity - scaling up is seamless.

Ready to Bring Financial Intelligence Into Focus?

Let’s start with a conversation. We’ll map out the right level of support for your goals.

Book Your Discovery Call