Countabl

Countabl, based in New Orleans, handles bookkeeping, cash management and fractional CFO work for venture-backed startups, owner-run businesses and nonprofits with no finance team of their own. We work in QuickBooks Online.

How we work with Ramp

We set Ramp up for you and run it with you month to month.

• Setup: connect Ramp to QuickBooks Online, map your accounts and issue cards.
• Controls: design approval routing around your org structure, then recommend, set and manage spending limits as you grow.
• Bill pay: enter bills, route them for approval and pay vendors on schedule.
• Close: review card and reimbursement activity, collect missing receipts, and reconcile everything in the monthly close.

Ongoing levels

Every client starts with monthly bookkeeping, and each engagement is built from there to fit the business.

• Foundation: monthly bookkeeping and reconciliation on cash or accrual basis, a close by the 15th, and a P&L and balance sheet each period.
• Active Cash Management: accrual or more complex books plus regular cash oversight, with forecasting, KPI tracking and a monthly written summary of the numbers and what to do next.
• Fractional CFO: a named CFO leading the finance function, including capital strategy, raise readiness, investor models and board support.

Add-ons and projects

• Books and operations: weekly or daily bookkeeping, bill pay, invoicing, payroll (Rippling, Gusto or ADP), and recurring sales-and-use and other state and local tax filings.
• Forecasting and planning: cash flow forecasts, rolling forecasts, Long-Range Forecasts, budgets and projections.
• Growth and pricing: pricing analysis, go-to-market finance models, KPIs and unit economics.
• Raising and borrowing: investor and lender models, use of funds, data room setup.
• Board reporting: board reporting setup and board deck support.
• Cleanup and systems: historical cleanup, chart of accounts restructures, close process builds, systems migrations, sales tax catch-up.
• Cash Clarity Sprint: an entry project that gets the books squared away and paints a clear financial picture of the business, with a forecast built in when you need one.

Why Countabl

We are boutique by design, with a high ratio of senior operators. We are direct about bad news, and every deliverable is built around the next decision.

What we don't do

We are not a CPA firm. We do not prepare income tax returns or provide tax planning, audit or attest services.