PayChex CFO
The accountant is responsible for accounting and statutory reporting. I am responsible for the financial management of the company.
One finance function that holds the company, rather than several providers each handling a piece of it.
For profitable companies, typically technology-adjacent, often operating across more than one country.
Several providers, no one holding the function
A bookkeeper, an accountant, sometimes a tax advisor - each competent, each doing their own piece well. No one of them is responsible for the financial picture as a whole, and no one is looking at it that way.
Decisions moving faster than the numbers
Hiring, pricing, and expansion decisions are being made in real time, while the only financial reference points are a budget set once a year and a cash balance checked when it comes up.
A group run as separate entities, not one business
An Israeli parent and one or more entities abroad, each with its own bookkeeping, its own local view, and its own currency - and no single, current picture of the group as one business.
An extract from the monthly management report a client receives on the 5th of every month.
Revenue
₪3,800K
+1.3% vs. budget
Gross Margin
41.0%
+0.5 pts vs. prior month
EBITDA
₪618K
+3.9% vs. budget
Closing Cash
₪2,010K
up from ₪1,650K
Revenue held 1.3% ahead of budget on steady retainer expansion across the US and European client base, with no single engagement driving the result.
Group cash strengthened to ₪2,010K with collections inside terms in all three territories - each entity ended the month funding its own payroll locally.
Shown here with a fictional company's data as an illustrative sample - figures are representative, not disguised or altered data from a real client engagement.
Client Stories
Tools
Insights
Pricing
Priced by depth of involvement.
Not by who's assigned to the account - every package states what's included and who it fits.
