- Strategic Finance
Strategic Finance Solutions for Long-Term Financial Health
Make informed decisions and enhance your growth with Nimbl’s customized financial strategies. Nimbl unites the expertise of accounting departments, managed IT, and financial analysts. Our solutions start by optimizing backend accounting to create an integrated ecosystem.
With 15 years in cloud accounting, we provide custom reports, insightful analyses, forecasts, and reinvestment opportunities for sustainable growth. This way, you can optimize cash flow and maximize return on investment (ROI), gain financial transparency and actionable insights, and ensure long-term financial health and steady progress toward your goals.

“CFO or Bookkeeping?” Asks the Wrong Question
Startups often encounter a ‘good problem’ when scaling: Bookkeeping becomes complicated, and staff struggle to keep up. Success leads to challenges like balancing short-term needs with long-term goals, managing cash flow with modern revenue models like subscriptions, and seeking strategic financial guidance.
Hiring a CFO or bookkeeper alone doesn’t solve the problem—strategic finance does.
Nimbl combines a diverse team of accounting and tech specialists with integrations and AI to support your financial decisions. From transaction posting to strategic consulting, we’re your comprehensive resource for financial well-being.
- Strategic Finance
Features and Capabilities
Nimbl clarifies your ledger and provides critical insight into your financial health by utilizing:
Strategic Finance
Our team reviews, assesses, and analyzes your financial outlook to provide custom strategies for sustainable growth. It’s like having an accountant and advisor available at your discretion—but without the cost of hiring a full-time CFO or controller.
Modeling Customer Acquisition Cost (CAC) and Lifetime Value (LTV)
Profitability relies on a lower CAC than LTV. Nimbl models both so you can see their relationship, understand how to improve them, and maximize your future growth.
Reporting and Analysis
Your financial strategy should be guided by real-time, accurate financial snapshots. In-depth analysis offers insight into making confident, informed operational decisions.
Cloud Accounting
Cloud solutions collate data from across your accounting ecosystem, so you’re always working with a full idea of your business’s financial outlay—anytime, anywhere.
HR and Payroll
Accurate, automatic paychecks for all your employees, combined with adaptable tax compliance, eliminate late payments and time-consuming, manual payroll processes.


- Strategic Finance
Who Needs to Get Nimbl With Their Strategic Finance?
Nimbl guides strategic financial decision-making in your organization, including:
Founders
Explain the intricacies of your financial outlook and strategy to your Board or other investors.
CEOs and Operational Leaders
Unlock financial clarity and obtain the necessary insights to plan for fiscal stability and sustainable growth.
CFOs
Fix knowledge gaps and enhance financial operations with instantly accessible accounting support.
Accounting Firms
Add robust integrations, automation, granular data analysis, and custom reports to expand and elevate client services.
- Strategic Finance
Benefits to Nimbl Guidance and Accounting
Partner with Nimbl for your finance and accounting needs to immediately access:
Data-Driven Forecasting
Use today’s data to refine tomorrow’s strategies. Plan how much product to buy and how much income to expect and inform all decisions with accurate, reliable forecasting.
Cash Flow Optimization
Quickly visualize and understand accounts receivable, liquidity, liabilities, and more to optimize spend management, maintain transparency, or invest in scaling operations.
Risk Management
With customized financial models tailored to your size, industry, and goals, you can assess volatile markets, avoid risky relationships, and prioritize sustainable growth.
Resource Allocation
Accurate financial snapshots demonstrate how much you can earmark for different tasks, divisions, and growth strategies. Maximize ROI on every allocation.
Future-Proof Accounting
With à la carte access to adept accounting teams, you can quickly scale your usage with your business’s actual growth and needs.

Get Nimbl, Stay Nimbl
Nimbl isn’t just your trusted bookkeeping partner. We’re a leader in digital accounting and the best company for financial strategy—both 15 years ago and today.
We help businesses achieve measurable growth through data, analysis, and accounting know-how.
Leverage Nimbl for comprehensive financial services, custom scaling strategies, and more.
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 refers to forecasting, investing, and operating with data-driven insights that allow you to make informed strategic decisions for your business.
Cloud accounting isn’t enough anymore, as we know after over 15 years in the industry and trailblazing cloud accounting. So, we’re trailblazing again with Strategic Finance Solutions for clients with revenue of $1-10+ million.
“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
