Finance for Scaling Software Companies
Crestpoint gets you un-stuck and moving forward: books closed, implementations finished, and a finance function you can actually run the company on.
Your finance department should be the spine of the company — a reliable source of truth for where the company stands and where it's going. Most fast-growing companies treat it as an afterthought until it breaks.
The Growth Dilemma
You closed the round. You staffed up. You're finally hitting your stride. Then the financials start arriving late. There's a change to last quarter's numbers your team can't explain, and no one understands what's on the balance sheet. It's clear the ERP you just implemented isn't delivering, and your accountants are falling behind.
The Payoff
Get out of the financial weeds and back to what matters - leading your organization with information you can trust. I make your system integrations work and bring best-practice structure to your close and compliance so they're tighter and more reliable.
How I Work
What are the biggest fires right now? What information are you missing? Who else depends on Finance to do their job? I start by getting clear on all three.
Dive into the financials and get your books closed - now. Build the monthly close process, calendars, and documentation. Evaluate systems to scale finance with the rest of the company.
Accurate and timely bank and investor reporting. Clean, audit-ready documentation. Compliance calendars that keep you ahead of fines and penalties.
Cleanup is scoped as a defined project with a clear finish line, not an open-ended arrangement. When the fire's out, some clients keep me on to keep the numbers reliable as they scale.
Who You're Working With
I'm Dan. Crestpoint is me. There is no junior account manager, no hand-off to someone you never met on the sales call. I'm the one in your books.
I've spent more than a decade working with fast-growing companies whose finance function broke under the growth. Catching up books that are months behind, finishing and fixing Intacct and Quickbooks Online implementations, and turning a chaotic finance department into something the leadership team could actually rely on.
I believe finance is the scaffold upon which you build your company at scale. Having a stable, reliable source of truth for the company's data unlocks insight and value beyond just financial reporting. That belief is what I build toward in every engagement.
Track Record
Insights
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Get in Touch
No pitch. Book a short call and walk me through your pain points. I'll give you my honest assessment and, if I'm the best choice for your situation, what I would do for you.