Client Success Stories
See how we've helped startups transform their financial operations, close rounds, and scale with confidence.
TechFlow
SaaSChallenge
Series A-ready books in 60 days after years of DIY bookkeeping
Solution
Full financial restatement, NetSuite implementation, fractional CFO support
Results
- Books audit-ready in 45 days
- Closed $15M Series A
- 30% reduction in monthly close time
- Custom SaaS metrics dashboard
“Altiva Finance was instrumental in our fundraise. They turned our messy books into a story investors loved.”
— John Smith, CEO
GreenCart
eCommerceChallenge
Multi-channel inventory accounting chaos across Amazon, Shopify, and wholesale
Solution
Unified accounting system, automated reconciliation, inventory optimization
Results
- 95% faster monthly close
- Identified $200K in tax savings
- Real-time inventory cost tracking
- Automated 3PL reconciliation
“They brought order to our financial chaos and helped us understand our true unit economics for the first time.”
— Lisa Wang, Founder
MedScope
HealthTechChallenge
Complex MSO/PC structure needed proper accounting and compliance framework
Solution
Entity structure optimization, compliant accounting setup, R&D credit maximization
Results
- Compliant entity structure
- $150K in R&D credits captured
- Board-ready reporting in place
- Successful Series B preparation
“Their healthcare expertise saved us from costly compliance mistakes and put us on a path to our Series B.”
— Dr. Emily Rodriguez, Founder
DataLayer
AI/MLChallenge
Rapidly scaling AI company needed CFO-level support to manage growth and fundraising
Solution
Fractional CFO engagement, financial modeling, investor relations support
Results
- Closed $25M Series B
- 18-month financial model built
- R&D costs properly capitalized
- Monthly board reporting automated
“Having a strategic CFO partner allowed us to focus on building our product while knowing the finances were in expert hands.”
— James Park, CEO
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