Scaling Financial Reporting &
FP&A for a US SaaS Company

Client Overview

A US–based SaaS company offering a next-generation pet-care operating system, preparing for a Series A fundraise and scaling across multiple locations, but facing fragmented financial reporting and manual model updates.

Geography

United States

Company Size

Series A / Growth

Industry

Pet-Care Tech

Operating Units

Multi-Location

Our Partnership

To expand capacity and improve financial rigor, TAG deployed a dedicated offshore FP&A analyst to support key recurring functions and ensure quick turnarounds. Our support key functions include:

Financial Modeling

Rebuilt and standardized financial models with monthly updates

KPI Dashboards

Developed scalable, automated dashboards to monitor multi-location performance

Summary Templates & MRR Analysis

Created streamlined reporting templates to support internal performance tracking and fundraising narratives

Seamless onboarding of new locations through flexible, scalable dashboards offering holistic visibility

Significant time savings achieved as automated reporting eliminated manual effort

Strengthened trust and reliance by TAG’s proactive approach and adaptability, positioning TAG as an extension of the client’s finance team

Scaling Financial Reporting & FP&A for a US SaaS Company