Plans
At Kleeqo, we pride ourselves on offering world-class financial expertise
that can help your business achieve its full potential.
Plug and go
For a startup at the pre-seed stage
a 3-tiered plan might include.
Basic
Plug and go
Goals
Set up financial systems and processes to track and report on the company's financial performance
Team
Mentor/CFO
Services
Kleeqo Bookkeeper to handle financial record-keeping and reporting
Implement cloud-based accounting software to streamline financial record-keeping and reporting
Financial review annual meeting with a mentor/CFO to track progress against financial goals and identify areas for improvement.
Standard
Plug and go
Goals
Develop and implement financial systems and controls to support the company's growth.
Team
Services
Kleeqo to set up a more robust financial record-keeping system and begin preparing financial statements.
Kleeqo Controller to oversee the financial management of the company, and the maintenance of internal controls.
Implementation of automated solutions for accounting and financial reporting to improve efficiency and accuracy.
Premium
Plug and go
Goals
Prepare for the next stage of growth and secure funding.
Team
Kleeqo FP&A professional
Services
Kleeqo CFO to provide overall leadership and guidance on financial matters
Kleeqo FP&A professional to develop and analyze financial plans and budgets.
Establish a system for monitoring and managing cash flow.
Prepare a financial KPIs dashboard.
Develop a comprehensive financial plan to support the company's growth and secure funding.
Plug and grow
For a startup at the growth-seed stage
a 3-tiered plan might include:
Basic
Plug and grow
Goals
Set up financial systems and processes to track and report on the company's financial performance.
Team
Services
Kleeqo Accountant to set up a more robust financial record-keeping system and begin preparing financial statements.
Use budgeting and forecasting tools to develop and analyze financial plans and budgets.
Implement automated solutions for accounting and financial reporting to improve efficiency and accuracy.
Establish financial review meetings with a financial advisor or mentor to track progress against financial goals and identify areas for improvement.
Standard
Plug and grow
Goals
Develop and implement financial systems and controls to support the company's growth.
Team
Services
Kleeqo Controller to oversee the financial management of the company.
Preparation of financial reports.
Implementation of financial systems.
Maintenance of internal controls.
Use budgeting and forecasting tools to develop and analyze financial plans and budgets.
Premium
Plug and grow
Goals
Prepare for the next stage of growth and secure funding.
Team
Kleeqo FP&A
Services
Kleeqo CFO to provide overall leadership and guidance on financial matters and be responsible for the overall financial management of the organization, including financial planning, budgeting, and forecasting.
Kleeqo FP&A to produce bespoke financial models.
Track & measure KPIs from different sources.
Develop a comprehensive financial plan to support the company's growth and prepare for the next funding rounds.
CFO Boost
For a startup at the scale-up stage
a 3-tiered plan might include:
Basic
CFO Boost
Goals
Set up financial systems and processes to track and report on the company's financial performance.
Team
Kleeqo FP&A
Services
Kleeqo CFO to conduct a thorough review of the company's current financial systems and processes to identify areas for improvement.
Implement financial software or tools, to improve efficiency and accuracy.
Kleeqo FP&A to set up financial reporting systems to provide regular, timely, and accurate financial information to management and stakeholders.
Standard
CFO Boost
Goals
Develop and implement financial strategies to support the company's growth and prepare for an exit.
Team
Kleeqo FP&A
Services
Kleeqo CFO to provide overall leadership and guidance on financial matters.
Kleeqo FP&A financial planning and analysis platform to streamline the preparation of financial plans and budgets.
Use a risk assessment tool to identify and manage potential financial risks.
Develop a comprehensive financial plan to support the company's growth and prepare for an exit.
Explore funding opportunities, such as venture capital or private equity, to support the company's growth.
Premium
CFO Boost
Goals
Prepare for and execute an exit strategy.
Team
Kleeqo FP&A
Services
Kleeqo CFO to work with the CEO and other key stakeholders to develop and execute an exit strategy such as acquisition by another company.
Kleeqo FP&A financial modeling tools to analyze the financial implications of different exit options.
Develop a timeline and roadmap for the exit process, including steps such as preparing financial statements.
Financial and Tax Due Diligence.
Negotiating with potential buyers.
Let’s talk
To achieve your company's strategic goals, you'll need to build its capabilities.
We're ready to help you do just that.
To get the conversation started, please tell us a bit about your company
Kleeqo is your one-stop-shop for top-notch financial expertise.
Let us streamline your financial operations and take your startup to the next leve
7 Bell Yard,
WC2A 2JR
LONDON
+44 (0) 203 925 5848
[email protected]
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Let's talk about your project.
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