Services
Three ways we take finance off your plate.
Clean numbers first, then the forecasting and reporting that let you make decisions with something other than instinct.
Most companies need the first two. The third matters the moment there is an investor or a lender in the picture.
01
Financial Operations
Ongoing · monthly
Clean books, real cash visibility, and monthly closes you can actually trust.
- A close process that lands within ten days of month end
- Thirteen-week rolling cash forecast, updated weekly
- A management pack that answers questions instead of raising them
02
Forecasting & Planning
Six weeks · then ongoing
Rolling forecasts and scenario models built for the decisions you are actually facing, not generic templates.
- A driver-based model tied to your real unit economics
- Scenario planning for hiring, pricing and capital decisions
- Budget versus actual reviews that name the variance and the cause
03
Board & Investor Reporting
Per cycle · or ongoing
Reporting packages that hold up under real investor and lender scrutiny.
- Board packs prepared and pressure-tested before the meeting
- Lender and diligence requests handled without derailing your month
- KPI definitions your investors and your team both agree on
How engagements run
Typically one to two days a week, on a rolling quarterly basis.
Most clients start at two days a month during clean-up and settle into a weekly cadence once forecasting is live. There is no long lock-in — the engagement is reviewed every quarter against what the business actually needs.