Miami, FL · Finance-Led Company Building
Build the company
behind the vision.
Standard & Scale helps founders build the financial clarity, operating discipline, and strategic direction required to grow.
Financial clarity. Operating discipline.
Integrated leadership.
Clean books, reliable financial statements, and the accounting and reporting foundation that every business decision depends on.
KPI dashboards, rolling forecasts, budget vs. actuals, and the operating cadence that replaces reactive management with structured discipline.
Senior financial judgment embedded in strategy, capital readiness, and the decisions that shape the company’s long-term trajectory.
From financial noise to operating clarity.
Build the structure
behind growth.
Five connected areas. One integrated company-building model.
Business model clarity, startup roadmap, governance coordination, professional entity setup, foundational documentation, and founder priorities — the structural foundation every company needs before it can scale.
Accounting structure, monthly close discipline, financial statements, cash-flow visibility, budgeting, and forecasting — the financial foundation that supports every decision a growing company makes.
KPI frameworks, live dashboards, management reporting cadence, team accountability, technology selection, and AI-enabled workflows that replace reactive decisions with reliable operating rhythm.
Three-year and five-year planning, pricing and unit economics, headcount modeling, market expansion, scenario planning, and the strategic direction that connects today’s decisions to tomorrow’s outcomes.
Investor-ready financial models, lender preparation, board reporting packages, data room organization, and the capital-planning support that helps founders enter financing conversations with clarity and credibility.
The reporting layer founders actually use.
You do not need more disconnected advice.
You need a company that works.
If any of these sounds familiar, we should talk.
The vision is clear, but the company structure is not.
The business is growing faster than its systems.
The numbers exist, but they are not helping you make decisions.
You need a real business plan, not another generic template.
Important legal, financial, and operational decisions are approaching.
You need experienced guidance without building a full executive bench.
You are preparing for investors, lenders, new markets, or key hires.
Too many important decisions still depend entirely on the founder.
Industries We Work With
Build it correctly from the beginning.
Structure, planning, financial foundation, governance coordination, and experienced guidance from day one — before the wrong decisions become expensive problems.
Explore Startup Support →Replace reactive growth with operating discipline.
Reliable reporting, clearer priorities, stronger systems, and experienced financial leadership that helps growing companies operate with visibility and confidence.
Explore Growth Support →Right-sized for
where you are.
Clear scopes. Predictable retainers. Projects priced before work begins.
For companies that need reliable accounting, a disciplined monthly close, accurate financial statements, and clear cash-flow visibility.
- Monthly close and accounting oversight
- P&L, Balance Sheet, and Cash Flow statements
- Cash-flow visibility and management
- Chart of accounts and financial structure
- Tax-ready financials and CPA coordination
- Rolling 13-week cash-flow forecast
For companies that need strategic direction, stronger operating systems, clear accountability, and help executing their priorities.
- Strategic priorities and 90-day operating plan
- KPI dashboard and management cadence
- Roles, responsibilities, and accountability
- Process, systems, and workflow improvement
- Project and initiative management
- Growth, launch, and business planning
- Fractional COO or strategic advisory support
For companies that need finance, operations, and strategy managed together with embedded senior leadership.
- Everything in Finance & Accounting
- Everything in Operations & Strategy
- Integrated C-Suite & operating-partner support
- Three-year financial and operating model
- Investor and board preparation
- Capital readiness and data-room support
- Multi-entity and multi-brand support
Every engagement is different.
Scope and pricing are tailored based on company stage, complexity, entity count, transaction volume, active priorities, and the level of senior involvement required.
For select early-stage and high-growth companies, Standard & Scale may accept a small advisory equity position as part of the overall engagement structure.
Every opportunity is reviewed individually, and final scope and pricing are agreed before work begins.
What’s included.
| Feature | Finance & Accounting | Operations & Strategy | Scale Partner |
|---|---|---|---|
| Monthly close & accounting oversight | ✓ | ✓ | ✓ |
| P&L, Balance Sheet & Cash Flow statements | ✓ | ✓ | ✓ |
| Cash-flow visibility & management | ✓ | ✓ | ✓ |
| 13-week rolling cash forecast | ✓ | ✓ | ✓ |
| Tax-ready financials & CPA coordination | ✓ | ✓ | ✓ |
| Strategic priorities & 90-day operating plan | — | ✓ | ✓ |
| KPI dashboard & management cadence | — | ✓ | ✓ |
| Roles, responsibilities & accountability | — | ✓ | ✓ |
| Process, systems & workflow improvement | — | ✓ | ✓ |
| Growth, launch & business planning | — | ✓ | ✓ |
| Fractional C-Suite advisory (CEO · CFO · CMO · COO) | — | ✓ | ✓ |
| Integrated C-Suite & operating-partner support | — | — | ✓ |
| Three-year financial & operating model | — | — | ✓ |
| Investor & board preparation | — | — | ✓ |
| Capital readiness & data-room support | — | — | ✓ |
| Multi-entity & multi-brand support | — | — | ✓ |
Building from the beginning?
We selectively work with pre-revenue and early-stage companies that have a strong founder, a credible opportunity, and clear alignment with our experience.
These engagements may include Finance & Accounting, Operations & Strategy, or both. In select cases, we may structure part of our compensation as a small advisory equity position.
Every engagement is evaluated and structured individually. We do not generally accept equity-only engagements.
Discuss Your Company →What you’ll want to know.
Are you an accounting or bookkeeping firm?
We provide the accounting and financial foundation, but our work goes further. Standard & Scale combines reporting, forecasting, planning, systems, and senior operating guidance to help founders build and scale stronger companies.
Do you work with pre-revenue companies?
Yes, selectively. We evaluate pre-revenue and early-stage companies based on the strength of the founder, the credibility of the opportunity, and alignment with our experience. Engagements are structured individually and may include a small advisory equity component in select cases.
Can you help us create a business plan or five-year plan?
Yes. We help founders translate their vision into a practical business plan, financial model, strategic priorities, milestones, and a multi-year operating direction. The objective is not simply to produce a document. It is to create a plan the company can use.
How do engagements begin?
Most relationships begin with the existing free readiness assessment and an introductory conversation. Depending on the company's needs, the next step may be a paid diagnostic, a defined project, a recurring finance engagement, or a structured startup-advisory relationship.
Not sure which package fits?
Free assessment in 10–15 min · No commitment required
Diagnose first. Then prioritize,
build, coordinate, and scale.
Every engagement begins with an honest look at where the business actually stands.
Understand the numbers, risks, priorities, and opportunities.
Identify what matters now and what will create the greatest impact.
Create the plans, models, reporting, systems, and structure needed.
Work alongside attorneys, CPAs, agencies, and specialists.
Maintain visibility and adapt the company's infrastructure as it grows.
Strategy, senior judgment, client relationships, and financial leadership.
Reporting, analytics, financial execution, and implementation support.
U.S. leadership with a
high-caliber Latin American execution team
Clients work directly with experienced finance and operating leaders, supported by a high-caliber integrated execution team. This model provides deeper coverage, faster responsiveness, and consistent support across finance, reporting, systems, and implementation.
- Founder and senior advisors
- Commercial judgment and strategy
- Client-facing finance leadership
- Finance architecture and standards
- Senior accountability
- Reporting and dashboard support
- Analytics, data, and implementation
- Financial execution and responsiveness
- Specialist and workstream coverage
- Deeper coverage
- Consistent, reliable support
- Faster responsiveness
- Scalable capacity as complexity grows
Operators who have
built it from the inside
Standard & Scale was built by people who have sat in the founder seat, run corporate finance teams, and lived the back-office challenges that come with real growth.
Jennie identified the gap that Standard & Scale was built to fill. With deep experience in project management, sourcing, and procurement across complex operations, she brought together the right team to deliver finance-led infrastructure that founders actually need.
David brings the perspective of someone who has run finance at the highest levels — private equity, Fortune 500 companies, and large corporate teams. He understands what institutional-grade financial infrastructure looks like and how to build it for growing companies.
Luis brings the founder-operator lens that shapes how Standard & Scale thinks. As CEO and CFO across multiple growth-stage companies, he has built financial infrastructure from the inside — and understands exactly what founders need when the business starts to scale.
Extensive experience in financial planning and analysis across large multinationals and corporate environments. Alejandro brings institutional rigor to every client engagement.
Finance and accounting background across corporate and mid-market environments, with a focus on close processes, reporting accuracy, and operational support.
Detail-oriented accounting professional supporting general ledger, reconciliation, and monthly close work across the firm’s client base.
2x Founder · Exit to SoftBank · Strategy & Operations Leader · Global Growth, Partnerships & M&A · Techstars Mentor
Jeff advises Standard & Scale and selected founders on company building, operating strategy, long-term planning, strategic partnerships, and growth. He brings a senior operator’s perspective to companies navigating important decisions, new opportunities, and periods of transition.
Built by operators.
Trusted by growing companies.
From hospitality and e-commerce to professional services — working with founders who needed more than accounting.
Standard & Scale helped create stronger reporting visibility and a more disciplined financial operating rhythm, giving management a clearer view of revenue, labor, food costs, margins, and overall operating performance.
Build the structure
your next stage requires.
Where risk is building.
And what should happen next.