Startup Consulting

You don’t need endless decks or abstract strategies—you need clear financial visibility and consistent guidance. Bovard CPA Group helps founders build practical financial systems that connect planning to execution. From your first forecast to your fifth funding round, we turn accounting data into direction.

Our Approach: Fast, Focused, Founder-Friendly

We start by learning your model, growth plans, and cash position—then build a 12-month forecast you can actually manage. Each month, we update your plan against results, explain the drivers behind performance, and refine assumptions so decisions stay grounded in real data.



Need a model refresh or accounting cleanup first? We fold that into the setup phase so you start with clarity, not confusion. Within weeks, you’ll have a working rhythm: live books, up-to-date insights, and confident next steps.

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Aider AI

Advisory Intelligence

Aider AI adds an early‑warning system to your numbers. It scans your live data, flags what needs attention, and prioritizes conversations so you focus where impact is highest. Instead of hunting through exports, you see who is on plan, who is drifting, and why—then turn those signals into actions inside your monthly rhythm.

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Syft Analytics

Bill Pay & AP Automation

Melio streamlines accounts payable so you can approve and pay bills by ACH or card without paper checks. We’ll set up approval workflows, vendor profiles, and bill schedules so AP is on‑time, audit‑friendly, and synced back to Xero. Result: fewer late fees, cleaner cash projections, and audit trails you can hand to anyone.

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Vinyl

Meeting Notes & Follow‑Through

Vinyl joins your leadership calls, captures decisions and context, and turns them into organized action items. Summaries live alongside your plans, so nothing slips between meetings. With an accurate record of the why behind choices, execution speeds up and accountability sticks.

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FAQs

  • What’s the difference between Advisory and CFO services?

    Advisory gives you the thinking, models, and cadence of a finance partner without adding headcount. We build and maintain your forecast, analyze margins and pricing, translate the story for boards and lenders, and guide prioritization each month. A fractional CFO layer adds executive ownership—running capital raises, negotiating debt, leading finance hires, and sitting in the seat for investor and bank relationships. Many founders start with advisory to establish rhythm and visibility, then graduate into fractional CFO as complexity, headcount, and outside stakeholders grow. We can operate in either lane, but the goal is the same: faster, better decisions grounded in clean books and a plan you trust.


    • How often will we meet and who attends?
    • Will you help with pricing and margins?
    • Can you assist with board or lender reporting?
    • Do you work with non‑Xero stacks?
Reporting Pack

Pricing and Getting Started

  • Updated 12-month forecast with income, balance sheet, and cash view
  • Actuals vs. plan review with plain-English variance analysis
  • Margin and pricing evaluation with actionable insights
  • Cash runway and hiring readiness discussion
  • Tailored KPI dashboard and performance trends
  • Scenario planning for growth and risk
  • Organized summary with actions, owners, and deadlines
  • It’s time to stop guessing about your numbers—start planning with precision.