Strategic Finance Solutions for Long-Term Financial Health

Gain clarity and control over your finances with Nimbl’s integrated back-office solutions, led by strategic finance experts. We bring together accounting, tax, and financial operations to create a seamless, scalable foundation for your business.

With 15 years of experience in cloud-based finance, we provide custom reporting, financial analysis, and strategic advisory to support smarter decision-making. Our solutions help you maintain financial transparency, identify growth opportunities, and build a sustainable path to long-term success.

“CFO or Bookkeeping?” is the Wrong Question

As startups scale, financial complexity increases—bookkeeping gets overwhelming, short-term demands compete with long-term goals, and modern revenue models add new challenges. But hiring a CFO or bookkeeper alone won’t solve the problem. What you need is strategic finance that grows with you.

Nimbl provides the financial expertise and operational support to keep your numbers accurate, your decisions informed, and your business moving forward. From managing day-to-day finances to providing high-level strategic guidance, we ensure you have the right financial insights at the right time—so you can scale with confidence.

Features and Capabilities

Nimbl clarifies your ledger and provides critical insight into your financial health by utilizing:

Strategic Finance

Our team reviews and analyzes your financial outlook to provide tailored strategies for sustainable growth. It’s like having an accountant and advisor at your side—without the cost of a full-time CFO or controller.

Financial Modeling & Forecasting

Gain clarity on your financial future with customized models that help you plan for growth, optimize resources, and assess key metrics like profitability and cash flow.

Reporting and Analysis

Make informed decisions with accurate, up-to-date financial insights. Our in-depth analysis helps you understand performance trends and identify opportunities for strategic improvements.

Financial Operations

A strong financial foundation is key to strategic finance. We optimize your accounting processes, ensure accurate records, and maintain financial visibility—so you can focus on the bigger picture.

Scalable Finance Support

As your business grows, so do your financial needs. Whether you’re expanding operations, securing funding, or adjusting to new business models, Nimbl’s flexible approach ensures you always have the right level of financial expertise to support your next stage of growth.

Who Needs to Get Nimbl With Their Strategic Finance?

Nimbl guides strategic financial decision-making in your organization, including:

Founders

Communicate your financial strategy and outlook clearly to your Board and investors

CEOs

Gain clarity and confidence in your financial strategy without the need for a full-time CFO.

Operational Leaders

Ensure your back-office finance functions support growth and efficiency.

Startup & Growth-Stage Executives

Navigate financial complexities as you scale, from fundraising to profitability.

Benefits to Nimbl Guidance and Accounting

Partner with Nimbl for your finance and accounting needs to immediately access:

Strategic Forecasting

Make informed decisions with forward-looking insights. Plan purchasing, revenue expectations, and overall strategy with accurate, data-driven financial projections.

Financial Visibility & Cash Flow Clarity

Easily track receivables, expenses, and financial obligations to improve spend management, maintain transparency, and allocate resources effectively.

Risk & Growth Management

Leverage customized financial models to navigate market volatility, assess business risks, and make strategic decisions for sustainable growth.

Optimized Resource Allocation

Understand where to invest for maximum ROI. Clear financial insights help you distribute funds effectively across teams, initiatives, and expansion efforts.

Scalable Financial Operations

Get the right level of accounting support as your business grows. Our flexible, expert-backed solutions scale with your needs—without the overhead of a full in-house team.

Get Nimbl, Stay Nimbl

Strategic finance goes beyond basic accounting—it’s about using financial insights, forecasting, and data-driven strategies to make informed decisions that drive business growth.

After 15+ years of pioneering cloud accounting, we’ve seen that bookkeeping alone isn’t enough. That’s why we’re leading the way again with Strategic Finance Solutions—designed for businesses with $1M to $10M+ in revenue that need real financial strategy, not just reports.

Frequently Asked Questions

What Is Nimbl’s Process Like?

We begin by auditing your existing books, checking for any issues and optimization opportunities to give you a clearer snapshot of your current finances. We then start forecasting, providing actionable insights, and helping you develop an achievable plan for realistic, sustainable growth.

Is Nimbl ASC 606 and Tax-Compliant?

Nimbl applies to ASC 606 and other Generally Accepted Accounting Principles (GAAPs). We also employ accounting specialists with an in-depth understanding of tax codes across different locations.

What Is Strategic Finance?

Strategic finance goes beyond basic accounting—it’s about using financial insights, forecasting, and data-driven strategies to make informed decisions that drive business growth.

“Nimbl has provided us a fantastic solution for the right stages of our development at the right time. We would not have been able to make the strides we have without their help, going beyond just bookkeeping, really jumping in as partners to provide strategic CFO services. Shane and the company have done a great job really understanding their customers needs and then working as part of the team to find success.”

Alexander Soto

Founder/CTO @ Interview Schedule