Clean books to CFO clarity in about a week
No lengthy discovery phase, no six-week implementation, no consultants living in your office. Here's exactly what happens, in what order, and what we need from you at each stage.
30 min
Discovery call
1 week
To fully onboarded
Day 3
Diagnostic complete
Day 10
First close delivered
Discovery call
We find out whether there's anything here worth pursuing.
A conversation, not a pitch. You talk about the business, we ask questions about how money moves through it, and we look at whatever financial information you have to hand.
You leave with three concrete opportunities whether or not you ever hire us. Some people stop here, take the list, and act on it themselves — that's a fine outcome.
What we need from you
- Nothing to prepare — though a recent P&L and balance sheet help
- The person who actually makes financial decisions
- Thirty minutes and an honest account of what's frustrating you
What we do
- Review your current reporting and how often you get it
- Ask about cash timing, margin pressure and upcoming decisions
- Name three specific opportunities we can already see
- Tell you plainly if you don't need us yet
Financial diagnostic
We get into the books and find out what's really going on.
This is the part most firms skip. Before recommending anything, we need to understand what your numbers actually say — and that usually means finding a few things nobody has looked at closely.
A written summary of what we found: where margin is leaking, where cash is trapped, where tax exposure sits, and what we'd prioritise first.
What we need from you
- Read-only access to your accounting system
- Answers to a short list of questions about how you operate
- About an hour of your time across a few days
What we do
- Review two years of financials and your current close process
- Analyse margin by job, client or product line
- Trace your cash conversion cycle — when money comes in versus out
- Review entity structure, tax position and any outstanding liabilities
- Flag anything that looks like a risk or a cleanup project
System build
We build the reporting you should have had all along.
Everything gets set up inside your existing accounting stack — no new software to buy, no migration. By the end of the week you have the reporting infrastructure a business your size should already have.
Live forecasts, a working dashboard, and a close calendar with dates you can rely on. From here, the reporting runs on a schedule rather than when someone remembers.
What we need from you
- Confirm which reports matter most to you
- Introduce us to your bookkeeper or internal finance person if you have one
- Not much else — this is mostly our work
What we do
- Build your 13-week rolling cash flow forecast
- Set up your KPI and performance dashboard
- Establish a monthly close calendar with a fixed deadline
- Configure your access to the CFO dashboard platform
- Agree the reporting rhythm you'll get going forward
Ongoing partnership
Where the actual value shows up — month after month.
Onboarding is a week. The relationship is the point. This is the steady rhythm that turns good reporting into better decisions.
Steady improvement in the numbers that matter, and someone in your corner who knows your business well enough to give you a straight answer fast.
What we need from you
- Show up to your monthly and quarterly sessions
- Bring us the big decisions before you make them, not after
- Ask questions when something doesn't make sense
What we do
- Close your books on schedule and ship the executive package
- Refresh the cash forecast and flag tight weeks early
- Run strategy sessions on pricing, margin, hiring and capital
- Plan tax position year-round rather than in April
- Stay available between meetings for the decisions that can't wait
What a normal month looks like after onboarding
Predictable, low-effort for you, and built around the decisions actually in front of you. You always know what's coming and when.
- 1Week 1
Books close, reporting ships
Your monthly close lands by day ten with a plain-English summary of what changed, why it changed, and what to do about it.
- 2Week 2
Cash forecast refreshes
The 13-week model updates against actuals. We flag any tight weeks early, while there's still room to react.
- 3Week 3
Strategy session
A working session on whatever matters most — pricing, a hire, capital, margin. The numbers are prepared before you walk in.
- 4Week 4
Quarter-end, when it lands
Every quarter we step back for a broader review: tax position, entity structure, capital plans and the next twelve months.
- 5Any time
You call before deciding
Big purchase, new contract, bank conversation, lease — run it past us first. This is the part clients use most.
Things owners ask before they start
“I don't have time for a long onboarding.”
You won't be running it. Your total involvement across the onboarding week is roughly two to three hours — one call, a few questions, and confirming which reports matter most.
“What if my books are a mess?”
They usually are, and it's not a problem. Cleanup work is scoped and quoted separately up front, so you know what it costs before we start. We've never seen books we couldn't work with.
“What if it isn't working out?”
Engagements run month-to-month with 30 days' notice. If the value isn't obvious within a quarter, you should leave — and we'd rather you did than keep paying for something that isn't landing.
It starts with thirty minutes and your latest P&L
That's the whole first step. No preparation required, no commitment, and you leave with three specific opportunities whether or not you hire us.
Free · 30 minutes · No obligation and no pitch deck