Financial Operations Consulting for Startups
Clean books, usable SaaS metrics, and simple systems that scale.
How We Help
We provide a range of consulting services designed to streamline your financial and operational processes.
Finance Ops
From messy books to audit-ready financials, we provide the clarity you need to make confident decisions about your company's future and fundraising.
Bookkeeping cleanup and close
Audit and fundraise prep
Financial modeling and forecasting
Monthly reporting and KPI packs
Revenue Ops
Turn your sales data into actionable insights. We'll help you see exactly how your revenue is generated, where you're losing customers, and how to optimize for better results.
HubSpot and CRM data hygiene
SaaS metrics and cohort views
MRR waterfall and churn analysis
Systems and Automation
Free up your team to focus on what matters most. We build automated workflows and simple systems that are reliable, efficient, and designed for scale.
SaaS implementations and SOPs
Google Sheets tooling
n8n and Zapier workflows
Our Approach
Our four-step approach ensures a tailored solution that addresses your unique challenges and delivers lasting results.
Diagnose
Quick audit of books, CRM, and workflows to surface blockers and wins.
Design
Blueprint for data flows, roles, cadence, and reporting.
Implement
Clean data, build models, wire automations, and document.
Support
Ongoing improvements, monthly metrics, and handoffs as needed.
Our Proof
✦ PropTech
Deployed RevOps and FinOps workflows, instituted monthly reporting, and ran continuous improvement.
✦ Inventory SaaS Built
RevOps SOPs, deployed a Pylon support agent, and produced internal and external documentation.
✦ HealthTech SaaS
Led VC fundraising prep and financial model design, tightened KPI reporting.
✦ AI Agency
Implemented financial systems, bookkeeping processes, and cash flow tracking.
✦ PE-Backed 3PL
Business operations and strategy work as the bridge between PE owners and startup executives
✦ Late Stage Biotech
Conducted complex analysis of data and created a repeatable and efficient workflow
✦ Luxury Design Firm
Modernized billing and bookkeeping operations; implemented workflows
Our Story
B13 starts with finance and accounting, adds systems thinking, and ships simple workflows for operators. The goal is clarity, speed, and clean handoffs.
Ready to Scale Your Business Operations?
We’ll show you how to streamline your finance and revenue processes.
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