Let’s be clear up front
Yes, this article is telling you that we are the solution.
Not as a pitch. As a statement of reality.
There is no one else in the market solving this problem the way it actually shows up for founders.
The Finance Mistakes Most Companies Make in Years One Through Five
Most founders do not ignore finance. They make reasonable decisions with limited options.
The problem is not effort or intent. It is structure.
Here is how it usually breaks.
Years 1-2 Mistake
“Let’s just get a bookkeeper to keep things running”
This works at first.
Books get closed. Bills get paid. Taxes get filed.
What does not happen is design.
Bookkeeping keeps the engine running. It does not design the engine.
There is no structure for growth, no process ownership, and no system built to evolve. Finance works, but it does not scale.
How this is avoided
Bookkeeping should be one layer of finance, not the whole thing. Early finance needs structure and direction even if it stays simple.
Year 2-3 Mistake
“Let’s bring in a consultant or hire one strong Controller to fix it”
As complexity grows, founders try to fix the gap.
They hire a consultant to set finance up properly. Or they hire one strong Controller and expect that person to do everything.
Both approaches are incomplete.
Consultants build for today. Ownership ends when they leave.
One Controller cannot be the team. Execution, systems, and strategy get compressed into one role.
Finance works, but it drifts as the business keeps changing.
How this is avoided
Finance cannot rely on one person or one-time builds. It needs shared execution, evolving systems, and continuous ownership.
Year 3-4 Mistake
Overbuilding complex systems to force better data
By this stage, founders need better answers.
So finance gets more complex. New tools, layered processes, custom workflows. Systems are built to extract data instead of supporting how the business actually runs.
The result is fragile architecture.
Processes only work if the original builder is involved. Systems are hard to hand off. Complexity solves the wrong problem.
How this is avoided
Finance should produce good data as a byproduct of clean operations. Simpler systems that reflect reality transfer better and scale longer.
Year 4+ Mistake
Waiting too long to fix what clearly no longer works
Now the company is larger. Decisions matter more. Finance feels behind instead of helpful.
This is when rebuilds happen.
New systems. New hires. Months of cleanup.
Not because finance failed, but because it was never designed to evolve.
How this is avoided
Finance must be continuously owned. Structure, processes, and systems should change as the business changes, not get replaced every few years.
The Root Cause
The problem is not tools.
It is not talent.
It is not effort.
It is the gap between what the business needs and what it can afford full time.
Most companies live in that gap for years.
The Better Way
Finance should not be a single hire or a one-time project.
It should be:
Designed early
Owned continuously
Built to evolve
That is how companies scale without repeatedly rebuilding their foundation.
Final Thought
The goal is not perfect finance in year one.
The goal is finance that still works when your company looks nothing like it did at the start.
We built our model for it and for you.
Want to learn more? Schedule a Call
