Tarient ops team working through the monthly close at a shared table
Services

Financial operations, run by a dedicated pair

5
Business-day close
13
Week cash forecast
4
Core services
1
Ops pair per client
Services

Dedicated ops for the close, forecast, and board pack

Close, forecast, reporting, and data rooms. Operational finance only. Not investment advice, lending, insurance, or brokerage.

Monthly close
[ 01 ]
Close
Oversight

Books close on a published date. Reconciliation, accruals, and review live in Oversight.

You get a close pack, open items, and a written exception list.

Finance team reviewing month-end close documents together
Cash forecasting
[ 02 ]
Forecast
Cash

A rolling cash forecast, updated weekly, built from actuals rather than a one-off model.

Runway is a number you can use in a board meeting, not a guess from last quarter.

Two executives reviewing a cash forecast on a laptop
Financial reporting
[ 03 ]
Reporting
Board

Investor-ready reports and a board deck assembled from live numbers.

You stop rebuilding slides the night before.

Abstract glass structure representing financial reporting clarity
Data room preparation
[ 04 ]
Raise
Audit

Fundraising data room prep and audit-readiness files, maintained as you go.

When an investor asks, the packet is already labeled.

Structured architectural facade representing an organized data room
How it works

One CFO and one analyst own your close, forecast, and reporting. You stay in the review seat.

Analyst preparing the monthly close at her desk
Founder and Tarient pair reviewing results together
Why Tarient

Finance that runs on a calendar

Every service shares one operating model: published dates, named owners, and work you can inspect in Oversight.

Tarient CFO and analyst reviewing forecast charts together
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Published dates
Close, forecast, and board pack dates are set before the month starts, not negotiated after.
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Named owners
Every control has a preparer and a separate reviewer. The founder is never the backup accountant.
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Visible status
Blockers surface in Oversight the day they appear, not in a board preview.
Operating standard

What every engagement includes

The same baseline applies whether you start with the close, the forecast, or the data room.

Architectural facade representing a structured operating standard
(included)
01
Dedicated CFO and analyst pair
Team
02
Close certified by the fifth business day
Close
03
Thirteen-week cash forecast, updated weekly
Forecast
04
Board pack assembled from certified numbers
Report
05
Data room maintained as you operate
Raise

Next step

Request a financial health assessment

A written review of your close, forecast, and data room readiness. No account. No commitment.

See retainers
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Request assessment
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