Built for one stage of company.
A good fit
- You closed a Series A in the last six months
- 15–60 people, with an outside bookkeeper
- No controller or finance-ops lead yet
- Your board or investors want a close, a runway model or tighter controls
Not a fit
- You need the bookkeeping itself done
- You already have a controller or finance team
- You need a fractional CFO for fundraising strategy
- You need tax filings or legal advice
Six working pieces, not a slide deck.
Each one is a document or process your team keeps using after handover.
A month-end close
A written calendar and checklist, run with your bookkeeper or CPA.
A runway model
Driver-based, tied to actuals, simple enough for the board to follow.
Payment-approval rules
Dual approval above a threshold, and checks before anyone changes a vendor's bank details.
A systems, contracts and access inventory
Every finance tool and vendor contract: who owns it, who can get in, and when it renews.
Access locked down
Security keys for everyone, separate accounts for admin work, access by role, and leavers out on their last day.
A board-ready handover
A summary for the board and a walkthrough for the team.
Hi, I'm Ricardo.
I've run finance operations, payment-approval controls and access management for companies with books in more than one entity. The work is unglamorous on purpose: the close happens on time, the runway number holds up, and approvals are set up so no one person can move money alone.
Fixed prices, on the page.
Post-Raise Setup
4–6 weeks from kickoff · half up front, half on handover
- All six pieces above
- Run with your bookkeeper and CPA
- Board summary and team walkthrough
Core
Fractional finance operations · three-month minimum, then month to month
- Close oversight with your bookkeeper
- Monthly board pack and runway refresh
- Approval spot checks, quarterly access review
- Renewal alerts before every notice deadline
Plus
Fractional finance operations · three-month minimum, then month to month
- Everything in Core
- Budget vs. actuals
- Data-room prep for the next raise
Anything outside scope is quoted first, at C$210 an hour. Prices are plus applicable taxes.
From first call to every month after.
- A free 30-minute call
Where things stand. If it isn't a fit, I'll say so and point you somewhere better.
- A one-page proposal
What gets built, by when, and the fixed price.
- Four to six weeks
Built alongside your bookkeeper and CPA, inside your systems.
- Then I keep it running
The close every month, the board pack, the runway refresh. Take it in-house any time: it all lives in your accounts.
What IceOps never does
- Hold signing or payment authorityYour people approve and pay.
- Book entries or file taxesYour bookkeeper and CPA keep those.
- Give legal adviceThat stays with your lawyer.