Summary
Indinero offers PE and VC referral partners a way to refer their portfolio companies for financial services including monthly integrated roll-up reporting, standardized US GAAP compliant accounting, cost predictability with a fixed monthly fee for a 12-month cycle, and timely monthly closing of books and tax filings. The page details service areas such as accounting and bookkeeping, CFO advisory, business tax services, and financial planning & analysis, and includes testimonials from clients like ShearShare, Watsi, and Sand Hill IT Security.
Key Facts
- Indinero provides monthly integrated roll-up reporting by the 15th of each month, delivering a Functional P&L for the previous month.
- Indinero charges the same fee every month for each 12-month cycle, including all accounting and tax services.
- Indinero's monthly close is set to be completed by the middle of each month for the preceding month's bookkeeping.
- Indinero uses a standardized (US GAAP compliant) and consistent approach to monthly accounting data input, processing, and classification.
- Courtney Caldwell, Co-Founder & COO of ShearShare, said with indinero they feel very confident when they walk into investor meetings.
- Chase Adam, Co-Founder of Watsi, said indinero did an amazing job keeping track of their books and getting them through their first major audit with an excellent outcome.
- Scott Broomfield, Former Director at Sand Hill IT Security, found indinero's financial services and work ethic exemplary and their effectiveness second to none.
Frequently Asked Questions
Why refer to indinero?
Indinero provides monthly integrated roll-up reporting by the 15th of each month, standardized and consistent US GAAP compliant accounting, cost predictability with the same fee every month for each 12-month cycle, and timely monthly closing of books and tax returns filings.
What is included in indinero's accounting and bookkeeping services?
Indinero's accounting and bookkeeping services include accounts receivables, accounts payable, expense tracking, invoicing, and reporting, payroll, and reconciliations.
What does indinero's CFO advisory service cover?
Indinero's CFO advisory covers strategic financial leadership, due diligence, investor relations, driving profitability, and operational consulting.
What business tax services does indinero offer?
Indinero offers compliance for federal, state, and local taxes, R&D tax credits, and tax savings opportunities including credits, deductions, entity structuring, and planning.
What is indinero's Financial Planning & Analysis (FP&A) service?
Indinero's FP&A service includes budgeting, scenario modeling, KPI analysis, and financial models and forecasts.
Related Entities
- People
- Courtney Caldwell, Chase Adam, Scott Broomfield, Anna Ivey, Julia Collins
- Companies
- indinero, ShearShare, Watsi, Sand Hill IT Security, CommonCoach, Zume Pizza
- Products
- Accounting + Bookkeeping, CFO Advisory, Business Tax Services, Financial Planning & Analysis (FP&A)
Refer your firm's portcos to indinero – quick & easy
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Why refer to indinero?
Monthly integrated roll-up reporting: By the 15th of each month getting a Functional P&L for the previous month. Functional P&L means Expenses and Revenue lines are classified by Department or by type of Revenue. Get timely monthly data regarding tracking key KPIs/metrics – for example, track the number of new clients and the churn rates.
Standardization and Consistency: Standardized (US GAAP complaint) and consistent approach of monthly accounting data input, processing, and classification. The added benefit hereof is enhanced comparison accuracy of financial performance between comparing similar types of companies across the firm’s portfolio.
Cost Predictability: Indinero charges the same fee every month for each 12-month cycle – and that includes all accounting and tax services & solutions for that 12-month cycle.
Timeliness: Timely monthly closing of books and tax returns filings. Monthly close is set to be completed by the middle of each month – for the preceding month’s bookkeeping.
Accounting + Bookkeeping
- Accounts Receivables
- Accounts Payable
- Expense Tracking, Invoicing, and Reporting
- Payroll
- Reconciliations
CFO Advisory
- Strategic Financial Leadership
- Due Diligence
- Investor Relations
- Driving Profitability
- Operational Consulting
Business Tax Services
- Compliance for Federal, State, and Local Taxes
- R&D Tax Credits
- Tax Savings Opportunities: Credits, Deductions, Entity Structuring, and Planning
Financial Planning & Analysis (FP&A)
- Budgeting
- Scenario Modeling
- KPI Analysis
- Financial Models and Forecasts
By the Numbers
Our breadth of experience and established client base tells our success.
Years of Expertise
Tax Savings for Our Clients
Client Satisfaction / NPS score
Combined years of experience
Meet Our Clients
What kinds of companies choose indinero as their financial operations partner?