Finance and Strategy. Grounded in Reality.
We partner with founders and SMBs to fix margin leak, build clear financial models, and streamline operations. No fluff, no endless decks—just the exact clarity and numbers you need to make confident decisions and grow cleanly.
Are you a pre-launch startup?
Are you a scaling SMB?
Are you raising capital?
Or explore our library of tools, templates, & playbooks:
The Right Level of Expertise for Your Current Stage of Growth
From self-service toolkits to an embedded part-time executive, pick the exact operational support your business needs right now.
Tier 1: Fractional
Seasoned leadership at a fraction of the cost.
We step inside your organization as an integrated, part-time member of your executive team. As your fractional CFO or COO, we do not just hand you a plan—we run the department, manage your internal staff, host regular meetings, and own the financial outcomes.
Tier 2: Advisory
Experts to diagnose and solve problems.
We act as the objective architects of your business. When you face an isolated bottleneck, complex transition, or strategic crossroads, we dive deep into your metrics and workflows to diagnose the problem. We build the exact system, playbook, or blueprint you need, then hand it off to your internal staff.
Tier 3: Tools
Tools & templates for the hands-on owner.
You do not always need a consultant in the room to build professional momentum. Our third tier provides access to the proprietary calculators, templates, financial models, and automated spreadsheets that we use daily with our private clients.
Why Getana?
A good idea needs something solid underneath it to go anywhere. What separates the businesses that make it is execution, and real support behind the numbers.
We bring the financial discipline, the tax defense, and the honest outside opinion — so you can move fast without leaving your downside exposed. We keep the day-to-day noise off your desk, protect what you can't afford to lose, and push on the upside.
We help you get the foundation right, see your numbers clearly, and put real effort behind all of it.
What We Do.
You can't control the market, the economy, or whatever comes out of nowhere next quarter. You can control how ready you are, how clearly you see your own numbers, and how hard you work. That's what Getana is built around.
You excel at your craft; Getana handles the financial and operational complexities holding you back. We act as a growth partner as follows:
Fractional CFO Services - expert guidance on cash flow, budgeting, and decision support without the high cost of a full-time executive.
Cash Flow: Know your runway and free up the cash trapped in working capital.
Modeling and Forecasting: Models that flex when you scale, hire, or raise.
Investor Readiness: Pitch decks, cap tables, and financials that survive real diligence.
KPI Dashboards: Your finances turned into a few numbers you'll actually look at.
Business Advisory & Consulting Services - A sounding board when you're stuck, and a partner who helps you execute, not just plan.
Scaling Operations: Workflows and tools that keep up as you grow.
Strategic Planning: Clear quarterly goals tied to where you're actually headed.
Leadership Advice: An outside, honest read when strategy and execution start to drift apart.
Tax Planning & SALT Protection - A tax strategy that gets ahead of the bill instead of reacting to it.
State and Local Tax (SALT): Cross state lines cleanly, with nexus and multi-state compliance handled.
Tax Traps: Find the hidden tax and and compliance risks before they turn into an audit.
Structure: Set up entities and transactions to claim the deductions and credits you're owed.
Who We Serve.
Founders and leadership teams building something — from before launch through fast expansion.
Pre-Launch: You're raising, finishing the product, or working out how to reach the market. We build the operational foundation so day one isn't chaos.
Growing Startups & SMBs: You've got product-market fit and you're hitting the walls that come with scale. We swap the fragile spreadsheets for systems that hold.
Sound familiar?
Too many hats: Logistics and financial modeling keep pulling you off the work only you can do.
Need investor-ready strategy: You need the financial logic to win trust from investors or lenders.
Ready for a steadier hand: You want an experienced hand to guide you through the hurdles of expansion.