When finance is unclear, growth gets expensive. Fix it without hiring a full team.
Most businesses do not fail because they lack ambition. They fail because cash is harder to track, decisions are made too late, and finance becomes reactive instead of strategic. We help founders and corporate leaders gain real financial visibility, stronger cash flow control, and the finance support needed to scale without the overhead of a full internal finance team costing $15,000 to $50,000+ per month.
The pain points
We know what's keeping you up at 3:00 AM.
Bring your biggest financial headache to our discovery call.
You don't truly know your numbers in real-time. By the time you get your monthly close, the data is too old to drive the pivot you need to make today.
You're mentally calculating burn every night because your cash flow isn't being tracked with precision. You're operating on hope instead of a forecast.
When investors ask for your KPIs, you can't give them a straight answer. It's making your communication look inconsistent and your leadership look reactive.
You sometimes handle the books when you shouldn't. Every hour you spend on finance is an hour you aren't scaling.
What we offer
All the financial clarity you need. At a fraction of the cost.
Base services and what they mean for your business, covered by your monthly retainer
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Eliminate the "Runway Anxiety" with real-time cash visibility, revenue tracking, and liquidity monitoring built for how fast you move.
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Decision-ready data monthly. We deliver clean, accurate management accounts that show you your P&L, balance sheet, and what it all means for your next decision.
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Command the Room with live KPI dashboards and structured board-ready financials that are clean, accurate, and impossible to poke holes in.
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De-Risk Your Hiring, Spend and Scaling with multi-scenario financial models, operational budgets, and growth forecasts.
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Eliminate Financial Blindspots with monitoring systems that catch payroll gaps, vendor leakage, and compliance risks early.
Our Guarantee
In 3 months, you will have full financial visibility into your cash flow and burn rate.
Why costs stay low
Our retainer is built around the essential finance services your company needs to operate effectively, without the overhead of a traditional finance team.
Need Complex financial work? No retainer required.
We handle the heavy lifting at a manageable hourly rate, without the full-time overhead.
Project-based services, available at a manageable hourly rate
These pain points don't just hurt. They kill businesses.
The data is clear. No financial clarity means no runway.
82%
of small business failures trace directly to cash flow problems
53%
of funded businesses burn through capital faster than projected
Burn mismanagement
Most businesses miscalculate runway. That gap decides whether you raise or shut down.
No financial visibility
3x more likely to be blindsided by a cash crisis. 30 days of notice would have prevented it.
Scaling without a map
Scale headcount without a financial model and you're 2x more likely to face forced cuts within 18 months.
The difference it makes
Every month without a finance partner is a month flying blind
The difference between a founder who guesses and a founder who knows comes down to one thing.
Without Surge
You don't know where your most profitable revenue comes from. You scale everything and grow nothing well. Margins stay invisible.
With Surge
Your finance partner identifies your highest-margin revenue stream. You double down on it and grow faster with less waste.
Without Surge
Money is leaking from your business and you don't know where. It quietly erodes your runway month after month until it's a crisis.
With Surge
Your finance partner pinpoints the leak, quantifies it, and closes it before it becomes a crisis. Clean books. Tight margins.
Without Surge
Investors ask for financials. You scramble, guess, and walk in underprepared. The raise gets harder and more dilutive.
With Surge
Clean financials, clear unit economics, a compelling narrative. You walk into every investor meeting with credibility and confidence.
How it works
From first call to financial clarity, built around your stage and your pain points
1
Free Discovery call
We map your top 3 pain points, your business stage (Pre-Seed to Series D+), and assess if we can work with you.
2
Engagement call
We do a deep dive, set expectations and timelines. An engagement letter is then sent, followed by a bill.
💡 Billed at $150/hr · First month retainer fee is free (T&Cs apply)
3
Onboarding
Within two weeks of the engagement letter being signed, we are fully embedded and operational in your business.
4
Project-based support when complexity arises
Fundraising coming up? Need a board pack? Scaling headcount fast? We step in on a project basis. Fixed costs stay low and you only pay for complexity when it arises.
💡 $3,000 deposit required at the start of each project
FAQs
Questions founders ask us
Don't see yours? Bring it to the discovery call. We'll answer it directly.
What stage of startup is Surge for?+
We work with founder-led startups at every stage. Pre-Seed all the way through Series D and beyond. The services and pain points we prioritise differ by stage. Earlier-stage companies focus on burn control, cash visibility, and investor readiness. Later-stage companies lean into cost centre accountability, financial systems, and governance. We cater to all startups.
Why not just hire a part-time bookkeeper or accountant?+
A bookkeeper records what happened. Surge tells you what it means and what to do about it. We operate at finance leadership level: strategy, investor readiness, forecasting, unit economics, risk management. A bookkeeper cannot prepare your board pack, model your runway scenarios, or prepare you for a fundraise. That's what we do.
How is Surge different from a full finance team?+
A full finance team provides every service, whether you need it at your stage or not, and charges accordingly. Surge strips out everything that isn't directly targeting your pain points and builds the engagement around what actually matters for you right now. Same strategic impact, fraction of the cost.
Can I choose which pain points to prioritise?+
Yes. That's the whole model. Instead of a pre-packaged finance team service, you tell us what's keeping you up at night and we build the engagement around those priorities. Burn management and investor reporting? We focus on that. Scalable systems and cost centre accountability? We build around that. The pain points drive the service.
What does "base service" vs "project-based" mean in practice?+
Your monthly retainer covers the core base services: financial planning, accounting, cash management, risk, and reporting targeted to your specific pain points. Project-based engagements are add-ons for complex, one-off needs: fundraising readiness, due diligence prep, cap table modelling, integrated financial model builds, and scenario stress testing. You only pay for these when you need them.
What will we talk about on the discovery call?+
Everything that's limiting you as a founder. What keeps you up at night financially. What decisions you're making without proper data. What's holding you back from focusing on growth. Whether it's financial, risk-related, or control-related, we talk through it and tell you exactly how Surge would address it.
Is there a minimum contract length?+
We work on short-term contracts with no long-term lock-in. Cancel anytime. That said, most founders stay because once they have real financial visibility and a finance partner in their corner, they don't want to go back to running blind.
How quickly can we get started?+
Fast. After the engagement letter is signed we onboard within two weeks. The engagement call maps your financial position, identifies the gaps, and sets priorities. You'll have clarity on your finances and a working plan from day one.
Book your call
Stop guessing. Find out what your business should actually be making.
Book a 30-minute call with Deji. Talk through the pain points keeping you up at night, what's limiting you as a founder, and how we can address it without the cost of a full finance team.
✓ We cater to all startups. Pre-Seed, Seed, Series A, B, C, D and beyond
✓ Base services that target your chosen pain points, stripped of every unnecessary service
✓ Project-based engagements for complex needs, only when you actually need them
✓ Reduce your monthly finance spend by up to 90% versus a full finance team