Once you have product market fit - your SaaS solution becomes very, very valuable.
(Even with very few sales)
99% of your effort should be focused here in the early stages.
Don't take your eye off the ball...
@elonmusk Mostly no trouble - the representative verbally "guaranteed" we would take delivery by Sept 30 for the EV credit but I'm not sure this is actually the case... (I have a very recent order).
Proview CFO Update: Long Overdue but Worth the Wait
It's been a while since I posted anything on X because things have been really busy (in the best way). I went heads down to focus on delivering for clients and building the foundation for what’s next. Here's what's been happening behind the scenes over the past ~10 months:
Launched Bookkeeping as a Service
At the start of the year, we rolled out bookkeeping - mostly out of necessity. Too many businesses had messy or incomplete financial data, and we knew we could help. Bookkeeping became the natural first step in supporting our clients earlier, earning trust faster, and keeping their numbers clean from day one.
Now a Full End-to-End Financial Operations Solution
We’ve grown into a full-stack finance operations partner. From bookkeeping, to fractional controllership, to fractional CFO services - we build and scale the financial infrastructure our clients need at every stage. This way businesses get the right level of service they need it without having to force a one-size-fits-all full time hire.
Built the Infrastructure
We’ve assembled a stellar team, streamlined our systems, and built processes that scale (big thanks to Jordan Ross and the 8F team). The backend is dialed in - now, it’s time to double down on business development and expand our reach.
Doubled Down on Our Niche - Then Expanded
Our bread and butter is still high-growth marketing agencies and B2B SaaS companies - we know the KPIs, speak the language, and help founders raise capital, forecast growth, and make better decisions.
But, we’ve also expanded to help more general service-based businesses: coaching firms, home service businesses, and other professional service providers who need the same finance/accounting help.
Just Getting Started
I’m grateful for how far this has come and even more excited for what’s ahead. If you’re building something great and need financial support - reach out! We'd love to help and grow together.
Learning some early lessons here in 2025.
Took on too many clients at once - drowning in work
Growth is a blessing but painful!!
My goals for the rest of Jan and into Feb:
1. Delegate more - working on hiring an analyst to help out with excel work
2. Stop saying yes to every client- since going full time fractional CFO in August, my goal was to replace my previous income as quickly as possible- I took on business and clients I shouldn’t have and it’s costing me valuable time and resources.
3. Set more boundaries: I overcommitted myself by taking on large projects for clients based on my availability. This all changed when multiple new clients signed on at the same time and needed to onboard.
4. Need more systems in place - things can get crazy out of nowhere: I need to be ready with reliable processes in place to streamline everything.
It’s been a good month but I am looking forward to moving past it. Definitely a lot of lessons in this for me BUT while I am exhausted- I am thankful for it.
Looking forward to the rest of 2025 and continuing this growth!