Velm Financial Services
Built for CFOs on NetSuite

Simplifying finance and systems for modern CFOs.

Move from firefighting to control. We help finance teams achieve on-time month-end in 5–10 days, ASC 842 compliance without audit findings, and real cost visibility by class, department, and location.

Book 30-min Call See how it works
Month-end ≤ 10 days from 30+ days
ASC 842 0 findings audit-ready
Forecast ±5% cashflow accuracy

Solutions — Clear Phases, Clear Outcomes

A pragmatic, audited approach tailored to your current NetSuite and reporting maturity.

Phase 1

Quick Audit

Process & data assessment
Findings + action plan
2–3 weeks
Phase 2

Optimization

Correct booking & ASC 842
Cost accounting hierarchy (class/dept/location)
Dashboards, alerts, reconciliations, forecasting
Phase 3

Ongoing Control

Month‑end ≤ 10 days
Audit support & documentation
Continuous improvements

Data Products — Visibility That Drives Decisions

Financial intelligence that compounds your ROI — fully integrated with NetSuite.

Dashboards

Real‑time KPIs: cashflow, working capital, AR/AP aging
Margins by product, unit, region
Executive views for CFO/CEO

Advanced Reporting

Automated board & audit packs
Multi‑entity & multicurrency consolidation
Custom cost & variance reporting

ESG Reporting

Track emissions, energy & social metrics
Mapping to GRI / SASB standards
Exportable disclosures

Intercompany Management

Automated eliminations & reconciliations
Transparent intercompany margins
Faster consolidated close

Results & ROI — What CFOs Typically See

Benchmarks from mid‑market companies handling thousands of transactions/month.

Close Time

From 30+ days → 5–10 days
60–70% fewer hours

ASC 842

0 audit findings
Fully documented & traceable

Forecast & Cash

Cashflow accuracy: ±5%
Bank recs: weeks → 2–3 days

Cost Visibility

Cross‑view by class/dept/location
Margin accuracy: ~95%

Direct Savings

Annual process savings: $250k–$350k
Risk & compliance savings: $50k–$100k

Strategic Upside

+1–2% gross margin potential
Total impact: $800k–$1.5M+/yr

Engagement Models — Start Small, Prove Value, Scale Impact

Pick the entry point that fits your current priorities.

Tier 1

Quick Audit

2–3 weeks
$2,500 – $5,000
  • NetSuite assessment
  • Findings + action plan
  • Roadmap to optimization
Get Audit
Tier 2

Optimization Project

6–8 weeks
$15,000 – $30,000
  • ASC 842 compliance
  • Cost accounting hierarchy
  • Dashboards, alerts, recs, forecasting
Start Optimization
Tier 3

CFO Partner Retainer

6‑month minimum
$4,000 – $8,000 / mo
  • Continuous improvements
  • New reporting & dashboards
  • Audit support & governance
Talk to Us

Security & Compliance — Trust First

We operate with strict confidentiality and data protection.

NDA by Default

Mutual NDA signed before access
Least‑privilege, time‑boxed credentials

Data Protection

SOC 2‑aligned practices
GDPR‑aware handling & redaction

Audit‑Ready

Documentation & traceability
Change logs & approvals

Ready to gain total control in NetSuite?

Book a 30‑minute call. We'll map your path to a 10‑day close and ASC 842 certainty.

Book on Calendly Email manuel@velmfinancialservices.com