Your clients want board-ready financials and real-time insights. You want to scale without hiring a team. TieStream tests 100% of transactions across all portfolios—so you can deliver CFO-level oversight at fractional pricing.
Your clients pay premium rates for strategic oversight. But traditional methods don't scale.
Manual bank recs, invoice testing, and month-end reviews eat 8-12 hours per client. You're maxed out at 6 clients because oversight doesn't scale.
You're presenting financials to boards/investors but can't manually test every transaction. One missed fraud case or material error destroys your reputation.
"Can you check if this invoice was paid?" "Did we reconcile October?" Constant back-and-forth because you can't see real-time transaction status.
To scale past 7 clients, you need to hire analysts. But that cuts your margins significantly. You're stuck.
Discover issues on day 8 of close that should have been caught on day 1. Scrambling to fix errors, restate numbers, and explain delays to boards.
Clients see you as "expensive bookkeeper" because you're stuck doing manual testing instead of strategic work. Hard to justify premium rates when they don't see the oversight.
Deliver better oversight while managing 2-3x more clients
Free up 12+ hours per client per month
Reinvest that time in strategic work and new client acquisition
Set up once per client. Get instant alerts across your entire portfolio. Scale to 12-15 clients.
QuickBooks or Xero read-only connection. 5 minutes per client. Set materiality thresholds and custom rules once.
Bank recs, invoice matching, expense compliance, AP/AR testing—all running 24/7 for all clients simultaneously.
One dashboard showing all exceptions across all clients. Filter by client, procedure, materiality, or aging. Drill into any issue in 2 clicks.
Present to boards with confidence: "100% of transactions tested, 99.8% clean, 3 exceptions resolved this month." Export audit trails for investors.
"Before TieStream, I was maxed out at 6 clients. I spent 12-15 hours per month per client just doing oversight work—bank recs, testing invoices, chasing down exceptions. I couldn't scale without hiring, which would have killed my margins.
Now I manage 11 clients. TieStream tests 100% of transactions for all of them, 24/7. I spend 3-4 hours per client per month just reviewing the exception alerts that actually matter. My boards love that I can say 'every transaction was tested, here are the 3 issues we found and resolved.'
I added 5 new clients in 9 months—significant new annual revenue. TieStream scales effortlessly across all my clients. It paid for itself immediately with the first new client. The ROI is absurd."
Scale your portfolio without scaling your overhead
Portfolio Pricing: Most fractional CFOs use our Growth or Scale plans per client.
Scale your portfolio profitably with transparent per-client pricing. Add more clients without adding overhead.
Yes! You get one master dashboard showing exceptions across your entire portfolio. Filter by client, procedure type, materiality level, or aging. Each client's data is isolated and secure, but you see everything in one place. No more switching between 10 different QB/Xero accounts.
"I'm adding continuous audit capabilities to your finance function. Instead of testing 5-10% of transactions quarterly, we'll test 100% of transactions daily. You'll get instant alerts for any exceptions, and your board will see we have complete transaction coverage." Clients love it because it's more oversight for the same price.
Perfect use case. Connect all entities (each needs its own accounting system connection), and TieStream will test them all. You can set up consolidated exception views or filter by entity. Great for private equity portfolio companies or holding company structures.
Minimal. You'll need read-only access to their QuickBooks/Xero (most fractional CFOs already have this). Their controller/bookkeeper can optionally forward bank statements and invoices to TieStream's email, or you can handle that. Most clients are hands-off after initial setup.
You already know about 95% of the exceptions before close even starts (because TieStream has been testing daily). Your controllers fix issues in real-time instead of discovering them on day 8. Most fractional CFOs report 3-5 day faster close across their portfolio. Boards love it.
Start with one client. See how 100% transaction coverage changes your oversight. Add more clients as you save time.