Miami, FL · Finance-Led Consulting
Old-school financial discipline.
Modern AI systems.
Real operator judgment.
Beyond bookkeeping for founder-led companies. We combine disciplined finance, AI-enabled systems, real operator experience, and strategic support to help businesses scale with clarity, control, and better decisions.
Bookkeeping tells you what happened.
Standard & Scale helps you decide what to do next.
- Clean books and reconciled accounts
- Monthly financial statements
- Tax-ready records for your CPA
- Financial clarity tied to real operating decisions
- AI-enabled systems, dashboards, and automation
- Operator-led strategy, forecasting, and growth support
- Capital readiness and fundraising preparation
From financial noise to operating clarity.
One integrated model.
Four lanes of support.
Finance, technology, operations, and fundraising readiness — working together as a single coherent offer that grows with your business.
Monthly close discipline, management reporting, KPI dashboards, cash-flow visibility, margin analysis, and the financial foundation every growing company needs to operate with confidence.
AI-enabled tools, automated reporting workflows, dashboard architecture, tool-stack selection, and systems implementation that reduce manual work and surface the right information faster.
Leadership working sessions, pricing and margin decisions, forecast maintenance, budgeting, headcount modeling, and the operating judgment that turns financial insight into smarter business decisions.
Capital readiness assessments, investor-ready financial models, data room preparation, board reporting packages, and the financial narrative that helps founders enter financing conversations with clarity and credibility.
The reporting layer founders actually use.
Built for founders whose
growth outpaced their infrastructure
If any of these sounds familiar, we should talk.
“I don’t trust my numbers.” Reporting is messy and month-end feels like a guessing game.
“Margins feel off.” Revenue is growing but cash isn’t telling the same story.
“Growth is creating chaos.” The back office can’t keep up with the pace of the business.
“I need more than bookkeeping.” But not a full-time CFO. Something smarter, leaner, and senior.
Industries We Work With
Right-sized for
where you are.
Fixed-scope, outcome-focused engagements. No hourly billing. No retainer creep. Just results.
For pre-seed to Seed stage founders who need a real financial foundation — not just bookkeeping.
- Monthly close & bank reconciliation
- P&L, Balance Sheet, Cash Flow statements
- Tax-ready financials (CPA handoff)
- Chart of accounts setup
- 1 strategy session per month
- Email support
For companies that need a real finance stack.
- Everything in Founder Lab
- KPI dashboard — live and updating
- Cash flow forecast (13-week rolling)
- Budget vs. actuals tracking
- Systems implementation (QuickBooks, Xero, etc.)
- 2 strategy sessions per month
For high-growth companies that need fractional CFO depth alongside execution.
- Everything in Finance Backbone
- Fractional CFO (20 hours/month)
- 3-year financial model
- Investor and lender preparation
- Board deck support
- Hiring plan and headcount modeling
- Weekly check-ins
For pre-IPO businesses that need full-service financial leadership.
- Everything in Scale Partner
- Dedicated CFO + analyst pod
- M&A support and due diligence
- Multi-entity and multi-currency operations
- Annual audit preparation
- Unlimited advisory hours
Incubator Package
For select companies we believe in, we may reduce a portion of our cash fee in exchange for a small advisory or investor stake.
This is not for everyone. It is reserved for founders where we believe our work can materially increase enterprise value through better finance infrastructure, reporting, systems, forecasting, investor readiness, and operating discipline.
Reduced fee. Aligned upside. Real work.
Explore Incubator Package →What’s included.
| Feature | Founder Lab | Finance Backbone | Scale Partner | Strategic Finance |
|---|---|---|---|---|
| Monthly close & reporting | ✓ | ✓ | ✓ | ✓ |
| KPI dashboards | — | ✓ | ✓ | ✓ |
| Cash flow forecasting | — | ✓ | ✓ | ✓ |
| Systems implementation | — | ✓ | ✓ | ✓ |
| Fractional CFO hours | — | — | ✓ | ✓ |
| Investor / board prep | — | — | ✓ | ✓ |
| Financial model (3-year) | — | — | ✓ | ✓ |
| Dedicated team pod | — | — | — | ✓ |
| M&A support | — | — | — | ✓ |
| Multi-entity operations | — | — | — | ✓ |
What you’ll want to know.
Do your prices change based on company size?
Our packages are anchored to scope and deliverables, not company size. That said, complexity matters — a multi-entity business will be scoped differently than a single-entity one.
Is this a retainer or project-based?
Most of our engagements are ongoing retainers. We believe the best results come from being embedded over time — not parachuting in for a one-time deliverable.
Can I change packages over time?
Yes. Most clients start with Finance Backbone and grow into Scale Partner. We'll recommend an upgrade when we see you've outgrown the current scope.
Do you work with companies outside the U.S.?
Yes. While our leadership is based in Miami, our execution team is in Caracas. We work with companies throughout the Americas and can handle multi-currency, multi-entity structures.
How quickly can we start?
After an initial call, we can typically begin the Diagnostic within 1–2 weeks. Full engagement onboarding takes about 2 weeks after that.
What accounting software do you use?
We're agnostic. We work in QuickBooks, Xero, NetSuite, and others. If you have a preferred stack, we'll adapt. If you need a recommendation, we'll help you choose.
Not sure which package fits?
Free assessment in 10–15 min · No commitment required
Diagnose first.
Then build and scale.
Every engagement starts with an honest look at where the business actually stands. We don’t install systems on top of broken foundations.
We map your close process, chart of accounts, reporting, and systems. We identify what’s working, what’s broken, and what’s missing. Every engagement begins here — no assumptions.
- Current-state financial assessment
- Close process map with bottleneck analysis
- Gap and risk register
- Prioritized 90-day roadmap
We redesign the close process, clean up the chart of accounts, establish reconciliation protocols, and build the baseline reporting your business needs to operate — not just exist.
- Redesigned monthly close process (target: 5 business days)
- Clean, current books with documented reconciliations
- Standard financial statements (P&L, balance sheet, cash flow)
- Finance team playbook and role clarity
Once the foundation is solid, we build the visibility layer: dashboards, rolling cash forecasts, budget vs. actuals, and a repeatable monthly reporting cadence that leadership can actually use.
- Monthly management reporting package
- 13-week rolling cash forecast
- KPI dashboard with defined metrics
- Budget vs. actuals with variance analysis
For companies moving toward financing, M&A, or board-level accountability, we provide CFO-level thinking: capital readiness, investor preparation, strategic planning, and finance embedded in leadership decisions.
- Board and investor reporting packages
- Capital readiness assessment and data room preparation
- 5-year financial model and scenario planning
- Strategic finance advisory (ongoing)
Strategy, commercial judgment, client relationships, and finance standards.
Reporting, dashboards, analytics, execution capacity, and specialist coverage.
U.S. leadership with a
high-caliber Latin America bench
Not a cheap labor story. A service and economics story — senior leadership close to the client, experienced operators expanding capacity and protecting margin.
- Founder and senior advisors
- Commercial judgment and pricing
- Client-facing strategy
- Finance architecture and standards
- Premium accountability
- Reporting and dashboard support
- Analytics, data, and implementation
- Execution capacity and responsiveness
- Flexible specialist coverage
- Better coverage
- Premium service without bloated overhead
- Stronger economics for the client
- Scalable support as complexity rises
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 chaos that comes 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 knows exactly what founders actually need when the back office starts to break.
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 bookkeeping, reconciliation, and monthly close work across the firm’s client base.
Growing companies that needed
a smarter back office
From e-commerce and hospitality to consumer brands — we help founders get their numbers right and their operations ready to scale.
Standard & Scale gave us the financial clarity we needed to stop guessing and start making real decisions.
We finally trust our numbers. The reporting infrastructure they built changed how we run the whole business.
They think like operators, not accountants. That’s exactly what a growing company needs.
Thinking out loud.
Finance strategy, operational frameworks, and candid thinking from the S&S team.
Articles coming soon.
Ready to build your
financial backbone?
Cleaner numbers.
Smarter growth.