Refer your firm's portcos to indinero – quick & easy

Friends don’t let friends manage their business in spreadsheets or do ‘DIY QuickBooks.’

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
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CFO Advisory

  • Strategic Financial Leadership
  • Due Diligence
  • Investor Relations
  • Driving Profitability
  • Operational Consulting
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Business Tax Services

  • Compliance for Federal, State, and Local Taxes
  • R&D Tax Credits
  • Tax Savings Opportunities: Credits, Deductions, Entity Structuring, and Planning
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Financial Planning & Analysis (FP&A)

  • Budgeting
  • Scenario Modeling
  • KPI Analysis
  • Financial Models and Forecasts
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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?

Indinero helps us leverage our time effectively and oversee the things we’re not best at or what we want to spend our time on. And they do it in a transparent and predictable way.
With indinero, nothing slips through the cracks. Having discipline around financial reporting and expense management has been important to us when managing investors, and just culturally.
With indinero, we feel very confident when we walk into investor meetings. We’re locked, loaded, and ready with the right information.
Indinero did an amazing job keeping track of our books and getting us through our first major audit with an excellent outcome.
As a former CFO, I have found indinero's financial services and work ethic exemplary and their effectiveness to be second to none. I would use them over and over again in any of my portfolio companies.