Sorted gives growing businesses the financial clarity and strategic muscle of a skilled finance team — without the full-time price tag. Built for companies doing $1M–$20M.
Four core services — from keeping your books clean to steering your financial strategy at the executive level.
The foundation of everything. Accurate, timely books that you can actually rely on — so you're never flying blind. We handle the day-to-day recording, reconciliation and categorization of every transaction, ensuring your financial data is clean, current and audit-ready at all times.
More than just bookkeeping — this is your full financial picture, told clearly every month. We produce GAAP-compliant financial statements, manage your chart of accounts, and give you the reporting infrastructure that investors, lenders and boards expect to see.
Numbers are only valuable if they drive decisions. Our strategic finance layer translates your financials into insight — giving you the forecasts, models and dashboards you need to plan ahead, manage cash, and pursue growth with confidence.
The strategic firepower of a seasoned CFO, without the $300K salary. We embed into your business as a true finance leader — sitting in on board meetings, advising on major decisions, leading fundraises, and building the financial infrastructure that lets you scale.
Every sector has its own financial quirks — revenue recognition, margin structures, working capital dynamics. We've worked across all of them.
From LOI through close and into ownership — QofE prep, buy-side modelling, acquisition accounting, and the financial infrastructure to run what you buy.
Burn rate management, runway forecasting, cap table awareness, and investor-grade reporting for early and growth-stage companies.
ARR, MRR, churn, LTV/CAC — we track the metrics that matter and build the models that support your next raise or board deck.
Contribution margin analysis, inventory accounting, COGS management and cash cycle optimization for product-based businesses.
Project-based accounting, equipment financing, contract revenue recognition and working capital management for the energy sector.
Utilization tracking, WIP management, billing optimization and profitability analysis for consulting and service-based firms.
Percentage-of-completion accounting, job costing, bonding support and subcontractor management for contractors and builders.
Investor reporting, EBITDA bridge analysis, add-back schedules, and the financial rigour that private equity sponsors expect.
Board-ready reporting packages, fundraising support, runway modelling and the investor communications that keep stakeholders aligned.
Revenue recognition, client concentration analysis, recurring revenue modelling and operational efficiency for B2B businesses.
You've outgrown spreadsheets but aren't ready for a full-time finance team. Sorted fills that gap.
We learn about your business, your current setup, and where the gaps are. No pitch. Just a real conversation.
We onboard fast — connecting to your accounts, cleaning up the books, and getting eyes on your numbers within days.
Clean books, accurate reports, and a finance partner you can actually talk to — every single month.
Make better decisions with better data. Scale knowing your finances are in expert hands.
"We were flying blind for two years. Within a month of working with Sorted we had clean books, a monthly dashboard, and finally knew where our margins were going. Game changer."
"Our old accountant handed us a P&L once a year. Sorted gives us real numbers every month and actually explains what they mean. It's like having a CFO in the room."
"We needed investor-ready financials fast for a raise. Sorted delivered in two weeks. We closed the round. Highly recommend."
We believe you should know exactly what you're paying before you pick up the phone. Pricing scales with your business — as complexity grows, so does the support.
How our pricing works: All plans are monthly, fixed-fee, and billed in advance. No hourly billing, no surprise invoices, and no charge for picking up the phone with a quick question. Use the slider below to see pricing based on your monthly revenue — the right plan will be highlighted automatically.