Unlock Predictable Growth Through
Strategic Finance and Insights
Leverage data-driven insights to make informed decisions and achieve strategic alignment, unlocking
your business’s full growth potential and driving sustainable success.
Accounting
Outsourced bookkeeping, AP, and billing keep costs low, while York IE’s experts ensure quality and seamless financial analysis.
- Bookkeeping
- Accounts payable & billing
- Month end close
- Payroll
Reporting
Providing regular financial reports that summarize the company’s financial position and performance.
- Income statements
- Balance sheets
- Cash flow
- Board & investor presentations
- Key Performance Indicators (KPIs)
FP&A
Conducting financial analysis and offering recommendations to support strategic and operational decision-making.
- Cash flow & runway forecasting
- Bottoms-up revenue modeling
- Growth scenario planning
- Five-year growth planning
Why Choose York IE for Finance?
Finance isn’t just about numbers—it’s about growth. At York IE, we align financial planning with company-wide
goals to help you scale efficiently. As experienced operators and investors, we provide hands-on execution,
strategic insight, and a unique onshore-offshore model to ensure your business has the structure and support
to grow sustainably.
Finance That Fuels Growth
At York IE, we’re operators, investors, and strategic partners who understand how finance impacts every aspect of your business. We align financial planning with company-wide execution, turning data into decisions and strategy into scalable growth.
End-to-End Expertise
We provide comprehensive financial support, from day-to-day operational accounting to high-level strategic leadership, ensuring your business scales efficiently and sustainably.
Long-Term Partner
Our hands-on approach goes beyond numbers—aligning your finance operations with your company’s goals. With expert guidance and an extensive network, we optimize your accounting and FP&A systems to drive efficiency today and scale with you for the future.
Onshore + Offshore Synergy
Our U.S.-led finance and corporate strategy teams work hand-in-hand with our U.S.-owned and -operated bookkeeping and accounting team in India, delivering competitive, high-quality solutions with seamless execution.
How We Work With You
Discovery & Assessment
We take a deep dive into your financial operations, tools, and strategic goals to identify opportunities for optimization.
Streamlined Accounting & Reporting
From bookkeeping to month-end close, we ensure accurate financial records, clear reporting, and compliance with best practices.
Financial Planning & Strategic Review
We develop forecasts, optimize cash flow, and conduct monthly meetings to track performance and align finances with growth goals.
Ongoing Advisory & Optimization
As your business evolves, our financial experts provide continuous support to ensure your strategies drive sustainable success.
Expert Finance & Operations Integrations
Your business runs on technology, and we ensure your finance and G&A operations do too. Our team has deep expertise across the leading financial, accounting, HR, and operational platforms—so we can integrate seamlessly with your existing stack or help you implement the right solutions to scale efficiently.
Success in Action
See how Stay AI partnered with York IE to navigate their Series A fundraising and a challenging market to successfully raise $15.1 million, led by Telescope Partners.
“We immediately felt the impact of York IE. With their FP&A expertise, they set the foundation for our business strategy and ensured we had a financial model that drove continued success for our company.”
Josh Rombach
CFO, Stay AI
Frequently Asked Questions
Our retainer based services are designed for early-stage and scaling technology companies that need expert financial support to drive predictable growth, improve cash flow management, and align financial strategy with business goals. Our project based services can benefit more mature companies in need of one time analyses, capital planning and M&A support.
We act as an extension of your team, working closely with leadership, sales, and operations to ensure finance is a strategic driver of company-wide success, not just a back-office function.
Unlike traditional firms, we combine hands-on execution with strategic financial guidance, leveraging our investor perspective and deep startup expertise to help you make smarter, data-driven decisions.
Yes! We provide full-spectrum financial services, from bookkeeping, AP, and billing to forecasting, scenario planning, and board reporting—ensuring efficiency and seamless alignment between accounting and FP&A.
By providing real-time insights, optimizing cash flow, and aligning financial strategy with company goals, we help you make informed decisions that maximize runway, profitability, and long-term scalability.
Guides for Corporate Strategy and Investor Success
Strategic Business Growth Planning
Define your business goals and identify the clear steps you’ll need to take to achieve them.
Get Guide
Investor Pitch Deck
Create a presentation to help you secure the funding you need to successfully scale your business.
Get Pitch Deck
Investor Outreach
Find investors relevant to your stage and industry and pitch them with confidence.
Get Playbook
Ready to Take Control of Your Financial Future?
Your company’s growth depends on more than just numbers—it requires a financial strategy that drives real business impact. Let’s build a smarter, more scalable financial foundation together.
Let’s Talk
