FinanceRX is the accounting and CFO stack for enterprises that are serious about real food.
We're obsessed with margins and cash flow. So we don't stop at the P&L.
The economics of your organization are the economics of a better food system and healthier people. Which happens to be really important to us.
That's why we track what actually matters for your business model and economic sustainability. Not just what came through the bank account.
Two complete service packages:
one for today,
and one for tomorrow
Both give you a robust finance stack, customized to your needs
Full-stack financial ops so you know where you're at today
Monthly MarginRX Report Package
Margins by Product and by Vertical. Cost structure, unit economics, contribution margin, and standard costing — so you see where you're creating value and where you're leaking it.
Monthly Financial Reporting Package
Books closed and financial statements prepped in 10 days. P&L and Balance sheet. Narrative summary and financial KPIs.
Weekly Cash Report
Never lose track of cash. Know exactly where cash is coming in and where it's going out.
Weekly Accounts Payable
Enter vendor bills, manage vendor emails. File vendor 1099s every year.
Weekly bookkeeping
AR, AP, and transactions updated every week, not just at month-end. So you know what you owe and what your customers owe you.
Forward-looking finance tools for what could happen tomorrow
Monthly MarginRX Model
MarginRX Report Package, plus break-even analysis, margin forecast, and scenario modeling — run your finances like you always wanted to, because now the numbers make sense.
Monthly Financial Forecast/Budget
Everything in the Monthly Reporting Package, plus forecasted P&L, Balance Sheet, and Statement of Cash Flows, and Budget to Actual Variance Analysis — for long-term planning and fundraising.
Weekly Cash Forecast
Get ahead of any cash shortfalls. Plan out what to pay now, and what you can pay later.
Weekly Accounts Payable
Enter vendor bills, manage vendor emails. File vendor 1099s every year.
Weekly bookkeeping
AR, AP, and transactions updated every week, not just at month-end. So you know what you owe and what your customers owe you.
We also do...
Managing the financial audit end to end, audit-ready financials and internal controls, single audits for grants.
Track grant expenditures, submit periodic and monthly reports, manage single audits.
We don't file taxes, but we get your preparer everything they need.
And this, but it costs extra...
Usually sits within Ops, but sometimes it makes sense for finance to do it. Doesn't include highly-specialized medical billing.
Debt or equity raise support beyond standard due diligence reports. Forecasting/modeling support requires the Grow tier.
Use our template or work within yours. Includes presenting financials at quarterly meetings.
What we don't do.
You'll get higher quality and lower cost if you go with a specialist on these. We'll help you find one!
Deductions management
Any tax filings, including sales tax filings
Medical billing
Payroll and HR