Approach

Fix the basics, then build.

Every engagement follows the same three phases. Most companies see a clear picture of their cash within the first month.

Weeks 1 to 4

We read your books, contracts and bank statements, and talk to your team.

Months 2 to 3

We put the foundations in place so the numbers can be trusted every month.

Month 4 onwards

With reliable numbers, we focus on decisions: pricing, hiring, raising and spending.

Your first 90 days

What happens, week by week.

You always know what we’re working on and what we need from you. Every Friday you get a short written update.

Week 1Kick-off and access
Read-only access to your accounting system, bank and payroll. A two-hour session with you and your team.
Week 2Cash forecast
Your first 13-week cash forecast, reviewed together line by line.
Week 4Findings memo
What’s working, what isn’t and the five things we’d fix first, in plain English.
Week 8First clean close
A month closed on the new checklist, with a dashboard your team can read.
Week 12Budget and board pack
Next year’s budget and a board pack your investors will actually read.

Principles

If you can’t explain a number to your team, it isn’t finished. We write for founders, not accountants.

ii.

A partner leads every engagement. You won’t be handed to a junior after the sale.

iii.

Everything we build, your team can run. When you hire a full-time CFO, we help pick them.

Free intro call

Tell us where the business is and what keeps you up at night. We’ll tell you honestly whether we can help.