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Services

What I do

Four service lines, one thread: a CPA who understands technology — and a technologist who understands finance.

01

FP&A / Fractional CFO

Clean books, sharp forecasts, and board-ready reporting — without a full-time CFO.

What you get

  • Monthly bookkeeping: reconciliations, AP/AR, general ledger, month-end close
  • QuickBooks setup, cleanup, and optimization
  • Financial statements with flux analysis and variance explanations
  • Multi-year budget and forecast models (revenue, expenses, hiring plan)
  • Cash burn and runway reporting
  • KPI dashboards and board/VC reporting packages
  • Period-end close oversight and audit coordination

Engagement: Monthly retainer for ongoing work, or project-based for one-time needs like QuickBooks cleanup or a fundraise model.

Who it's for

Small businesses and startups that need clean books and credible financial leadership.

Experience behind it

  • Senior Accounting Consultant serving funded startups (Velocloud, Qubole, Reach150, Alation)
  • VP Finance at DialSource (now Conquer) — built multi-year models, KPIs, and board reporting
  • Principal PM at Workday Adaptive Planning, the category-leading FP&A platform
Inquire about FP&A

Related reading

02

AI Consulting

Practical AI for finance and accounting teams — assess where it fits, then actually ship it.

What you get

  • AI opportunity assessment for finance/accounting workflows
  • AI agent design and build (document processing, reconciliations, inbox triage, reports)
  • RAG and knowledge-base setups for internal data
  • Tooling recommendations: LLMs, vector databases, automation platforms
  • Team enablement — prompting, evaluation, and shipping AI safely

Engagement: Project-based (assessment or build) or advisory retainer.

Who it's for

Accounting firms, finance teams, and businesses that want to use AI productively.

Experience behind it

  • Principal PM at Workday on enterprise AI/ML features (Ask Workday SME)
  • AWS and Salesforce co-solution partnerships
  • Hands-on builder: LangChain/LangGraph, ChromaDB, Streamlit, FastAPI
Inquire about AI

Related reading

03

Website Design & Deployment

Project-based website design and deployment — from discovery to launch, without the agency overhead.

What you get

  • Discovery and information architecture
  • Modern, mobile-first design (clean component system, Tailwind CSS)
  • Next.js (or equivalent) implementation
  • Vercel deployment with custom domain setup
  • Contact form with email delivery
  • SEO foundations (metadata, structured data, sitemap)
  • Analytics setup (Vercel Analytics or equivalent)
  • Optional: ongoing maintenance and content updates

Engagement: Project-based (fixed-scope design + build + deploy). Optional light retainer for updates and hosting oversight afterward.

Who it's for

Founders, consultants, and professional-services firms that need a credible, modern marketing website.

Experience behind it

  • Built and deployed the Setness Consulting website you're looking at now (Next.js + Vercel + interactive tools)
  • Multiple personal and product projects shipped
  • Product leadership experience at Workday + systems implementation background
Inquire about Website
04

Software Product Consulting

Product leadership for SaaS and FinTech — roadmaps, discovery, and delivery without a full-time senior PM.

What you get

  • Product strategy, discovery, and roadmap development
  • Product specs, user stories, and UX mockups
  • Integration and API strategy (ERP, CRM, HRIS, ATS)
  • Master data management and system implementation guidance
  • Mentoring and PM team enablement

Engagement: Hourly advisory or project-based.

Who it's for

SaaS and FinTech companies that need senior product guidance.

Experience behind it

  • Principal PM at Workday (Modeling + AI)
  • PM at Stratify — integrations, APIs, MDM, workforce planning
  • Self-implemented Adaptive Insights, NetSuite, Intacct, and QuickBooks Online migrations
Inquire about Software

Ready to talk about your books, forecast, or product?

No pitch. Just a clear conversation about where you are and what might help.

Contact AndrewSee Services