Mid-sized and growing
You outgrew the bookkeeper.
Here's the finance team.
Accounting, tax and CFO services for companies from $3M to $30M in revenue. A controller runs your close, your team sees results by department, and the Exchange shows your cash thirteen weeks out.
Talk to an ExpertMonthly close · September 2026
Results by department
Core services. One team.
Bring in the pieces you are missing or the whole finance function as a service. Payroll, sales tax, audit support, a NetSuite migration and more come from the same team when you need them.
Payables, receivables and reconciliations handled daily, across every department and location.
AccountingA controller-led monthly close with departmental P&Ls, budget vs. actual and audit-ready schedules.
Business TaxesFederal and state returns, quarterly estimates, sales tax nexus and filings, R&D credits.
CFO ServicesForecasting, board and lender reporting, and an advisor for the next hire, market or round.
Who this is for
Three kinds of companies we help.
Venture-backed, Series A to C
You report to a board. Investors expect departmental reporting, burn against plan, a cash forecast that holds up and a close that lands on time every month, before you can justify hiring a controller and a CFO.
Typically $3M–$30M ARR and 30 to 200 people.
Owner-led and bootstrapped
You report to yourself and, increasingly, a lender. You want margins by department, a lender-ready package, and a tax plan that covers every state you now sell or hire in, without building a finance department.
Services, software, healthcare, construction and product companies, $3M–$30M in revenue.
PE-backed and sponsor-owned
You report to a sponsor. They expect covenant and KPI reporting in their format, clean integration of add-on acquisitions, and audit-ready financials from the first quarter after close.
Platform and add-on companies, $3M–$30M in revenue, often across several states.
Under $3M, or still pre-Series A? Start with the Startups and Small Business solution. Past $30M, or several entities? See Enterprise or Multi-Entity.
What changes at each stage
The finance work that arrives
between $3M and $30M.
$3M to $10M
Building the function · 30–80 people
- A controller-led close with reviewed financials by the 10th
- P&L by department or project, with budget vs. actual
- Sales tax nexus study, then registration and filing by state
- A first lender or investor package in a consistent format
Usually still on QuickBooks Online, with Bill.com, Expensify and Rippling or Gusto connected.
$10M to $30M
Operating at scale · 80–200 people
- Move from QuickBooks to NetSuite without changing teams
- A 13-week cash forecast and an annual operating plan
- ASC 606 revenue policies and audit or review readiness
- Multi-state income tax, provisions and R&D credit studies
NetSuite, with board and lender reporting on a monthly schedule in the Exchange.
$30M and beyond
Complex operations · 200+ people
- Consolidation across entities, currencies and intercompany activity
- Technical accounting memos and audit management
- M&A integration and due-diligence support
- Finance systems and BI beyond the ledger
This is where the Enterprise and Multi-Entity solutions take over.
On-demand webinar
Where Is My Cash? Master Your Metrics, Fix Cash Traps, and Protect Your Profit
A CFO’s walkthrough of the metrics that matter past $3M, the cash traps that hide inside growth, and how to protect margin while you scale.
What a month looks like
Closed books by the 10th.
A decision by the 15th.
At this size, a late close means a late board meeting and a stale forecast. With indinero, the close, the department review and the next decision happen on a schedule your leadership team can plan around.
- Your controller closes the monthReconciled, accrual-basis financials with departmental P&Ls, reviewed by a U.S.-based controller before you see them.
- The Exchange shows what changedMargin by department, spend against budget and the 13-week cash forecast, explained in plain English.
- You and your advisor decideA monthly review on hiring, pricing or the next market, with a package your board or lender can read.
Your finance team
Experienced people.
Technology with a purpose.
Software can show you a number. Knowing what to do about it takes people who have run finance for companies at your size. You get both, working from the same reports in the Exchange.
U.S.-based. Runs the monthly close, owns departmental reporting and reviews every report before you see it.
Keeps the books for every department and location, from reconciliations to payables and collections.
Builds the operating plan and cash forecast, and plans the next hire, market or round with you.
Federal and state returns, sales tax nexus and filings, provisions and R&D credit studies.
Client story
Ten years, 250 people,
no in-house finance hire.
Mio, a messaging-interoperability software company in Austin, brought in indinero at incorporation and added payroll, tax, CFO advice and on-demand support as it grew. Along the way: a subsidiary in a new country and a sales tax nexus study, handled by the same team.
"Most impressive is the fact we haven't needed to hire a single finance person in ten years."
Getting started
What the transition looks like.
- A conversation about your companyYour revenue and headcount, the systems you run, who does finance today, and what is coming next: a raise, a new state, an audit or a lender.
- A scoped transition, not a restartWe review prior periods, standardize the chart of accounts, set up departmental reporting and connect your systems to the Exchange. Your controller runs the first close with you. Average onboarding is 18 days.
- A monthly review with your advisorResults by department, the cash forecast and the next decision, with a package your board or lender can read.
FAQ
Questions growing companies ask.
Which companies is indinero's mid-sized solution built for?
Companies between about $3M and $30M in annual revenue, typically 30 to 200 people, whether venture-backed after a Series A, owner-led, or PE-backed. Below $3M, the Startups and Small Business solution is the better fit; above $30M or with several entities, see Enterprise or Multi-Entity Accounting.
| Stage | Typical size | What indinero handles |
|---|---|---|
| $3M–$10M | 30–80 people | Controller-led close, departmental P&Ls, budget vs. actual, sales tax nexus, first audit or review |
| $10M–$30M | 80–200 people | NetSuite migration, 13-week cash forecast, board and lender reporting, ASC 606, multi-state tax |
| $30M+ or multi-entity | 200+ people | Consolidation, audit readiness, technical accounting — see Enterprise |
What is included each month?
A controller-led close on an accrual basis, a monthly financial package with P&L, balance sheet and cash flow, departmental or project P&Ls, budget vs. actual, a 13-week cash forecast in the Exchange, and a review with your CFO advisor. Payroll, sales tax filings and audit support are added to the plan when you need them.
What tax services do you provide for growing companies?
Federal and state income tax returns, quarterly estimates and year-end provisions, a sales tax nexus study with registration and filing in each state where you have exposure, R&D tax credit studies, and entity-structure advice as you add states, subsidiaries or investors. Tax is planned with your accounting team during the year, not handed off in April.
Which accounting systems do you work in?
Most companies in this range start on QuickBooks Online and move to NetSuite between $10M and $30M. Indinero works in both, manages the migration when it is time, and connects Bill.com, Expensify, Rippling or Gusto, Stripe and your bank feeds to the Exchange, indinero's client platform.
How does onboarding work?
A first conversation about your company, your systems and what is coming next. Then a scoped transition: we review prior periods, standardize the chart of accounts, set up departmental reporting and connect your systems to the Exchange. Average onboarding is 18 days, and your controller runs the first close with you.
Can you support an audit, a lender or a board?
Yes. Indinero prepares audit-ready financials and schedules, supports the auditor's requests, and produces the monthly package your board, lender or investors expect in a consistent format.
How is pricing set?
Pricing depends on transaction volume, the number of entities and states, and the services you choose, on month-to-month terms. After a first conversation, indinero sends a proposal for your company.
Get the close, the forecast
and the advisor in one team.
Tell us your size and what is coming next. We'll show you what your finance function would look like.