Financial Operations • US Companies • Nearshore Infrastructure

We run the ops.
You run the business.

Dedicated financial operations for founders and operators scaling past $500K. Structured bookkeeping, FP&A, and CFO advisory—without the overhead of a full-time finance team.

Take the Finance Score → Book a Clarity Session

✓ No long-term contracts

✓ US-aligned timezone

✓ Onboard in 5 days

Monthly Close

On Schedule

Cash Position

$284,500

Updated today • Operations running

Burn Rate $18,200/mo

Runway 15.6 months

AR Outstanding $42,800

94%

Reconciled

+12%

MoM Revenue

Reports Ready

Board Deck • P&L

The operational gap

Growing fast without financial clarity is how companies stall

Most scaling founders hit $500K–$2M and realize their financial operations haven’t kept up. The same spreadsheets that worked at $200K break at $1M—and by then, the cost of chaos is real.

🚑

Month-end takes weeks, not days

Delayed closes mean delayed decisions. You’re managing the business on guesswork, not numbers.

📊

No visibility into real cash position

Runway estimates, burn rate, and AR aging all live in someone’s head—or worse, in a broken spreadsheet.

👨‍💼

Your bookkeeper isn’t built for scale

Basic bookkeeping won’t give you board-ready financials, investor reporting, or operational KPIs.

💸

A full-time CFO costs $180K–$300K/yr

That overhead doesn’t make sense before $5M ARR. You need the output, not the headcount.

Before vs. After Okutata

Month-end closes in 3–4 weeks

✓

Structured close within 5 business days

Financials assembled manually before every board meeting

✓

Board-ready reports delivered automatically, on schedule

No clear view of cash runway or burn rate

✓

Real-time cash position with rolling 90-day visibility

Finance questions go unanswered for days

✓

Dedicated team responds same business day

Best fit

Built for companies at this stage

We work best with founders and operators who are past the survival stage and ready to run finance like an infrastructure layer—not an afterthought.

🚀

The Scaling Founder

You’re doing $500K–$3M and your financial ops haven’t kept up with your growth. You need structure, visibility, and a team that’s embedded—not just available on-call.

💼

The Ops-Driven COO

You run a lean operation and need financial infrastructure that doesn’t require you to manage it. You want a dedicated finance team you can trust to show up, execute, and escalate what matters.

💰

The Funded Founder

You raised a round and now have investors expecting clean books, a burn model, and runway reporting. You need a real finance operation—yesterday.

🌐

LATAM-Curious Companies

You’re evaluating Mexico, Brazil, or Colombia expansion and need a partner who understands both US operational standards and local regulatory requirements.

📈

Revenue > $500K, Team < 50

You’re past founder-mode but not yet ready for a full-time CFO. The $500–$2K/month engagement model gives you enterprise-quality finance without the enterprise headcount.

🔍

Post-Revenue, Pre-Series B

You need audit-ready books, investor-grade reporting, and forward-looking models before your next round. We build the financial foundation that due diligence doesn’t tear apart.

⚠️

Not the right fit if…

We’re designed for specific operational environments. We’re probably not the right partner if your situation looks like this:

Already has a full-time CFO Revenue under $400K Pure bookkeeping need only Non-US entity Heavy retail or manufacturing No growth intent

Operational environments we know well

B2B SaaS Agencies E-commerce Professional Services Consulting Firms Lean Finance Teams Funded Startups Digital Products

What we deliver

Financial infrastructure, not just bookkeeping

Every engagement is a dedicated operational layer—structured workflows, monthly reporting cadences, and a team embedded in your business. Not a contractor you chase down.

📋

Foundation

Structured Bookkeeping

Accurate, categorized, reconciled—every month, on time. We build your books to be audit-ready and board-presentable from day one, not just tax-season-ready.

Monthly close within 5 business days

Bank & credit card reconciliation

Chart of accounts built for your model

QuickBooks or Xero management

⚡ Enhanced with workflow automation

📈

Visibility

Financial Reporting & FP&A

Monthly P&L, balance sheet, cash flow, and forward-looking models. Delivered in a format your investors, board, and leadership team can actually use.

Monthly management reporting package

Rolling 12-month cash forecast

KPI dashboards by revenue model

Board deck financial section

🥇

Advisory

Fractional CFO Advisory

Senior financial guidance without the $200K salary. Strategic input on pricing, unit economics, fundraising prep, and operational efficiency—embedded in your team’s cadence.

Monthly CFO strategy session

Fundraising & due diligence support

Unit economics & pricing analysis

Scenario planning & financial models

🌎

Expansion

LATAM Market Entry Support

Structured operational and financial support for US companies entering Brazil, Mexico, or Colombia. Entity setup guidance, local compliance navigation, and ongoing reporting continuity.

Market viability assessment

Entity & compliance roadmap

Financial model for new market

Ongoing cross-border reporting

Free assessment

Find the gaps before they find you

The Finance Score is a 10-minute operational assessment that maps your current financial infrastructure against what scaling companies need. No sales pitch—just a structured view of where you stand.

Assess 6 financial operational areas
Get a scored report of your current state
Identify the highest-impact improvements
No commitment required to take it

Take the Finance Score →

Finance Score Preview

Operational Assessment — Sample Output

Bookkeeping Accuracy

Close Cycle Speed

Cash Flow Visibility

Reporting Cadence

Investor-Ready Metrics

Operational Controls

Get your real score

10 minutes • Free • No sales pitch

Start →

What happens after you take the Finance Score

You complete the assessment

10-minute form covering your current financial operations across 6 key areas.

We review your results

Our team reviews your submission and identifies the highest-impact operational gaps.

You receive your insights

A structured summary of your score, what it means, and where to focus first.

Schedule a Clarity Session

If there’s a fit, we book a 30-minute session to walk through your roadmap together. No pressure, no pitch.

Process

From onboarding to operational in 5 days

We move fast because we’ve built a repeatable onboarding process. You’ll have a structured financial operation running before most agencies finish their intake form.

Discovery & Assessment

We review your current financial state, toolstack, and operational workflows. We map the gaps and define the engagement scope before any work begins.

Structure & Setup

We configure your books, establish reporting templates, connect integrations, and build the monthly close checklist. Your financial infrastructure, built to last.

Ongoing Execution

Your dedicated team runs the monthly cycle: close, reconcile, report, advise. Consistent, on-schedule, and always ready to answer questions.

Transparent pricing

One flat rate. No surprises.

Choose the engagement level that matches your current stage. All plans include a dedicated team, structured close, and monthly reporting. Upgrade as you grow.

Financial Foundation

Clean books & monthly close

$500 /mo

Best fit for

Early-stage teams Founder-led finance <$1M revenue

Monthly bookkeeping & close

Bank & card reconciliation

P&L & balance sheet

QuickBooks or Xero management

Email support

Get Started

The right financial infrastructure at the right cost

Enterprise-quality financial operations, delivered through a nearshore model designed for US-market standards at a fraction of the cost.

	Full-time CFO/Controller	Generic Bookkeeper	Okutata
Monthly cost	$15,000–$25,000	$300–$600	$500–$3,300
Strategic financial guidance	✓	✕	✓
Investor-ready reporting	✓	✕	✓
Structured monthly close	✓	Varies	✓
Americas timezone aligned	✓	Varies	✓
Scales with your revenue	✕	✕	✓
No long-term contract	✕	Varies	✓

🌎

Nearshore operational infrastructure — US-aligned, Americas-based

Our team operates from Brazil under US-market standards and processes. Same timezone window, same reporting cadence, at a structurally lower cost. Not offshore. Nearshore—built for your operational rhythm.

What to expect

Typical operational outcomes

When financial operations are properly structured, the downstream effects on decision-making and team velocity are significant. Here’s what most clients experience within 90 days.

📋

Bookkeeping & Close

Faster, more consistent close cycles

Companies moving from ad-hoc bookkeeping to a structured close cycle typically see their month-end process become predictable, repeatable, and significantly faster.

📈

Cash Visibility

Clear runway and cash position, month to month

Founders who previously estimated runway from memory report a meaningfully different decision-making experience when they have structured cash flow forecasting in place.

💳

Reporting & Decisions

Decisions driven by data, not instinct

When leadership has access to reliable financial data on a consistent cadence, the quality and speed of operational decisions improves across the entire organization.

🥇

Investor Relations

Board and investor meetings that don’t require a week of prep

With a structured reporting package delivered automatically each month, leadership time spent preparing for board meetings typically drops from days to hours.

👥

Team Focus

Finance ops handled. Founders focused on growth.

When financial operations stop being a founder responsibility and become a managed function, the reallocation of time and mental bandwidth to revenue-generating activities is measurable.

🎯

Operational Consistency

Finance that works the same way, every single month

Structured workflows replace dependency on individuals. No more “the numbers aren’t ready yet”—financial operations designed to run consistently regardless of team changes.

These represent typical operational patterns observed across our client engagements. Individual results will vary based on starting point, business model, and engagement scope.

Álvaro Adriano

Founder & CEO, Okutata USA

Built by operators

We understand scaling chaos because we’ve lived it

Okutata was built after years of watching founder-led companies struggle with the same financial operations problems—not because the founders weren’t smart, but because no one had built them the right infrastructure at the right stage.

Our team combines US-market financial expertise with Americas-based operations to deliver an engagement model that feels like an internal finance team—without the overhead, the hiring risk, or the organizational complexity.

Operations-first philosophy — We believe financial clarity is an operational system, not a reporting function. Structure before strategy.

Americas nearshore infrastructure — US-aligned processes, real-time timezone coverage, and a cost model that makes sense before $5M ARR.

Embedded, not outsourced — We work inside your communication channels, your tools, your cadence. Your team doesn’t chase us down.

Built for this stage — $500K to $10M ARR is our core. We know the problems that show up at every revenue inflection point because we’ve navigated them with clients at every step.

Trust & security

Your financial data is handled with care

We handle sensitive financial information for every client. Our operational practices are built around confidentiality, access control, and secure workflows.

🔒

Restricted Access

Access to your financial data is limited to the assigned team members only. No shared credentials or open access policies.

📋

NDA on Every Engagement

A mutual non-disclosure agreement is standard in every engagement. Your financials, projections, and business data stay confidential.

🔧

Secure Workflows

We operate through your existing secure tools (QuickBooks, Google Workspace, Notion) and avoid transmitting financial data through unsecured channels.

🛡️

Confidential Financial Handling

All financial reports, models, and data are treated as confidential business information. Our team operates under the same discretion standards as an internal finance function.

🌎 LATAM Expansion

The Brazil opportunity is real—and often misunderstood

Brazil is the largest economy in Latin America and a high-upside opportunity for US companies—but entry without the right operational and regulatory guidance is how most expansions fail. We’ve built a structured assessment and roadmap process to change that.

Our LATAM practice gives you a clear-eyed view of market viability, compliance requirements, and operational costs before you commit. Then we support the build-out with the same rigor we apply to US financial operations.

🔍

Market Viability Assessment

A structured evaluation of your product-market fit, target segment size, competitive landscape, and operational cost model for the Brazilian market.

📄

Compliance & Entity Roadmap

Navigate entity types (LTDA, S/A), tax regimes, and employment regulations with a clear compliance-first expansion plan.

📈

Financial Model for New Market

Entry cost modeling, local pricing strategy, currency risk assessment, and 24-month P&L projection for the Brazil operation.

📊

Ongoing Cross-Border Reporting

Consolidated reporting across US and LATAM entities, with FX reconciliation and multi-jurisdiction compliance maintained.

$2.1T

Brazil GDP — largest economy in Latin America

217M+

Population with growing digital economy adoption

1–2h

Timezone offset from US Eastern — real-time collaboration

LATAM Expansion Roadmap

Phase 01

Viability Assessment

Market sizing, ICP validation, and competitive analysis for your specific vertical in the target country.

Phase 02

Financial Modeling

Entry cost structure, break-even analysis, and 24-month operational P&L for the new market.

Phase 03

Compliance Setup

Entity selection guidance, tax regime strategy, and regulatory compliance roadmap with local partners.

Phase 04

Operational Continuity

Ongoing cross-border financial reporting, consolidation, and LATAM financial operations management.

LATAM Expansion Assessment

A complete market viability and compliance assessment for US companies evaluating LATAM entry. Delivered as a structured report with actionable recommendations.

Fixed price

$2,000

One-time engagement

Schedule an Assessment Call →

We run the ops.
You run the business.

Growing fast without financial clarity is how companies stall

Built for companies at this stage

Financial infrastructure, not just bookkeeping

Tools we work with

Find the gaps before they find you

From onboarding to operational in 5 days

One flat rate. No surprises.

The right financial infrastructure at the right cost

Typical operational outcomes

We understand scaling chaos because we’ve lived it

Your financial data is handled with care

The Brazil opportunity is real—and often misunderstood

Find the operational gaps
slowing your growth

We run the ops. You run the business.

Growing fast without financial clarity is how companies stall

Built for companies at this stage

Financial infrastructure, not just bookkeeping

Tools we work with

Find the gaps before they find you

From onboarding to operational in 5 days

One flat rate. No surprises.

The right financial infrastructure at the right cost

Typical operational outcomes

We understand scaling chaos because we’ve lived it

Your financial data is handled with care

The Brazil opportunity is real—and often misunderstood

Find the operational gaps slowing your growth

We run the ops.
You run the business.

Find the operational gaps
slowing your growth