Who We Are
At Streamline Consulting, we partner with start-up and growing businesses to bring clarity, structure, and efficiency to their financial operations. With a deep expertise across multiple industries, we offer high-level financial leadership without the overhead of a full-time finance and accounting staff. Our mission is simple: to streamline your accounting systems, automate where possible, and empower you to make confident, data-driven decisions.
FAQ
Frequently asked questions
Streamline is a fully remote business based out of Indianapolis, Indiana. We serve clients across all 50 states and have the ability to serve globally for those not based in the United States. While not always the case, we will usually meet each of our Virtual CFO clients once a year in person.
We primarily use QuickBooks but have a wide degree of experience in other ERP systems such as Sage, NetSuite, and SAP. We are well versed in most financial support software and comfortable operating in any payroll administration systems. All clients will receive a QuickBooks subscription included in their price, and for Virtual CFO clients, expense management software, Ramp, will also be included in your monthly bill.
Every client is unique, and we cannot make any express promises on the amount of time needed to onboard a client, but generally, most onboarding is complete in 3-4 weeks.
While no two companies are alike and your service needs are entirely dependent on your business complexity level, we find that companies with less than $1 million in annual revenue generally need only the basic bookkeeping and payroll services with companies surpassing $1 million needing a more strategy-focused partner which is usually a virtual CFO/controller. We recommend once a company achieves $35 million in annual revenue, they hire a full-time CFO.
A virtual CFO, or a virtual Controller, provides part-time outsourced financial leadership and strategic financial expertise to businesses remotely. They offer comprehensive financial guidance, reporting, and decision-making support without being a full-time, in-house employee.
Virtual CFOs and virtual Controllers can bring significant benefits to your business, including cost savings compared to hiring a full-time CFO or Controller, access to high-level financial expertise, strategic financial planning, meaningful financial reporting, and the ability to scale services as your business grows.
A virtual controller is primarily focused on strategic operational excellence and provides white-glove financial reporting and performance reporting only. A virtual controller provides the reports, tracks KPI's, and proactively manages cash flow. A virtual CFO goes a step further - they analyze these reports and provide forward-thinking guidance. A virtual CFO helps to translate the data and metrics and works to provide actionable insights to help your business.