We are customer-centric. We meet you where you are.
SMART
MANAGEMENT
Who needs another Excel-based financial plan that will be used once before they're forgotten?
The tools we build grow with your business, are pretty to look at, and inform your decisions, even as circumstances change.
FUNDRAISING
SUPPORT
Seed money, equity financing, grants, loans, donations, crowd-funding...
We help you assess the pros and cons of your options and develop a solid narrative that will resonate with funders, investors and donors.
SYSTEMS &
OPERATIONS
You were busy driving your business, and your books took a backseat? You dropped the ball on a cloud accounting upgrade and let a useless payroll app auto-renew?
Let us revamp your systems and oil your operations so your numbers are accurate and timely.
BOOKKEEPING
You want to anchor your decisions in facts? It all starts with neat data entry.
We'll manage it all for you - AR, AP, reconciliations, timesheets, payroll, expenses, sales tax filing - so you can stay mission-focused.
Social and ecological entrepreneurs, change-makers, movers, dreamers, we want to empower you.
Bernoulli Finance has been a great partner for my company. Besides structuring our financial system to be able to make better and quicker decisions, they have constantly accompanied and continuously assisted us in important decision making moments. If you are a small business looking for a CFO, I greatly recommend Anjali and her team at Bernoulli Finance.
Steven Sutton, Founder & CEO, Devocion
A wingman is only as good as the range of their experience
Our leadership
Our range of expertise runs deep and broad, which is why hundreds of mission-positive enterprises have trusted us to be their financial co-pilots.
Distilling thoughts. Incubating ideas. Demystifying finance
The workshop
What does good financial management actually look like for a small business with a mission? The Workshop is Bernoulli Finance's answer to that question. Through articles on everything from inventory ratios to zero-based budgeting, we break down the financial concepts that matter most to you.
