Finance in a Box
AccountingCalifornia, United States51-200 Employees
About: Most scaling companies don’t fail from lack of revenue, but from finance systems that can’t scale. Finance in a Box builds modern, automated finance operations delivering real visibility, control, forecasting, and compliance, helping startups and mid-market companies scale without increasing headcount. Core Services: • Fractional CFO & FP&A – Forecasting models, cash visibility, budgeting, strategic finance insights, investor‑ready reporting. • Finance Automation & Systems – Automated workflows, integrations, and reporting infrastructure that reduce manual work and eliminate spreadsheet chaos. • Scalable Accounting & Compliance – Full accounting operations, reporting, close management, and compliance systems built for growth. • ERP + Finance System Optimization – Implementation, configuration, and optimization of platforms like NetSuite, enabling scalable operations and real‑time data. Clients rely on us for: • Automated financial processes • Investor‑ready FP&A • Accurate reporting and visibility • Faster, cleaner close cycles • Cash flow clarity • Systems that scale with growth • Accounting + compliance that won’t break during scale Our team ensures your finance stack - from accounting to automation to FP&A - operates as a unified system, not a collection of disconnected tools. Whether preparing for a fundraise, building a finance function, or replacing over‑reliance on manual workflows, we create the infrastructure that lets companies scale with confidence. Who We Work With: Startups and mid‑market companies that need: • Fractional CFO + FP&A support • Automated finance operations • Scalable accounting + compliance systems • ERP or finance system optimization • A full finance foundation - without adding headcount Finance that scales. Automation that pays for itself. Clarity that drives better decisions.
1-888-653-2347 
support@leadiq.com 
