[ What we do best ]

Our services

IF-THEN offers five finance operations services for biotech and SaaS companies, from startup to midsize.
IF-THEN leads finance design, system strategy, and oversight.
Executional accounting and finance operations support are delivered by dedicated finance professionals.

IF-THEN Finance Design & Advisory

A structured deep dive into how your finance operation works – processes, workflows, systems, responsibilities, and data flow.

 

We identify where clarity breaks down and provide clear cause-and-effect recommendations, so decisions are made with full visibility.

System Selection & Implementation Support

Guidance on selecting and implementing finance systems based on how your business operates – not vendor promises or surface-level features.

 

IF-THEN leads system evaluation, design, and implementation support, including the intentional use of automation and AI where it creates real value.

FP&A & Decision Support

Budgeting, forecasting, scenario analysis, and performance reporting to help leadership understand the financial impact of decisions before committing.

 

IF-THEN leads the analytical framework and assumptions, with executional support provided where appropriate.

Month-End Close & Financial Reporting

End-to-end month-end close and financial reporting designed for clarity and consistency.

 

Execution is handled by an embedded finance professional, with
IF-THEN providing structure, oversight, and continuous improvement of the close process.

Accounting & Bookkeeping

Day-to-day accounting and bookkeeping support delivered by a dedicated finance professional embedded within your team.

 

Services are performed under the IF-THEN framework to ensure accuracy, consistency, and alignment with the broader finance design.

[  WHAT WE DON’T DO  ]

WE DON'T FIX BROKEN SYSTEMS. WE Redesign THEM.

We take a different approach to finance. Here are a few things we don’t do – by design

We don't implement systems before
understanding how your business actually runs.

We start with clarity, not software.

We don't use AI to patch
broken workflows.

Better outputs don’t fix a broken foundation.

We don't recommend tools without clear
alignment to how your business operates.

The right tool in the wrong context creates more problems.

We don't offer one-size-fits-all solutions -
because no two finance functions operate
the same way.

Your business is unique. Your finance should be too.

Talk to us about your business decisions

The information provided on this website is for general informational purposes only and should not be construed as accounting, tax, or legal advice. While If-Then Finance Solutions strives to keep the information accurate and up to date, no representations or warranties are made regarding the completeness, accuracy, or applicability of the content to any specific situation.

Use of this website or communication through this site does not create a client relationship. You should consult with a qualified professional regarding your individual circumstances before making any financial or tax-related decisions.