From diagnostic to close discipline to a virtual CFO: a finance function that runs on a rhythm.
Think
Find out what the finance function actually needs.
- Finance function diagnostic (2–3 weeks): processes, controls, close cycle, system fit
- Month-end close & reporting blueprint: close calendar, RACI, KPI tree
A 30/60/90 roadmap with quick wins, before anyone commits to a system or a hire.
Transform
Build the reporting backbone.
- Accounting system setup & chart of accounts: ledgers, posting rules, approval matrix
- MIS & cashflow dashboard build: profitability, working capital, KPI definitions
Clean, current books are the foundation every other practice builds on: the tax return, the valuation, the funding round, and the audit all start here.
Operate
A finance function that runs on a rhythm.
- Monthly accounting & close: bookkeeping, reconciliations, P&L/BS, cashflow snapshot
- Virtual CFO & FP&A: budgeting, runway, unit economics, board packs, investor Q&A
Audits, investor updates, and tax season become a formality, not a scramble.Packaged: Audit-Ready Pack & Finance Ops Always-On →
A worked example
A business coming out of the two-to-three-week diagnostic typically finds close taking 15–20 days, with reconciliation split across whoever has time that week and no single owner for the chart-of-accounts mapping. The close blueprint fixes both: one person owns reconciliation end to end, the chart of accounts is mapped once and locked, and close moves from a 15–20 day scramble to a fixed 5–7 day cycle the team can actually plan around.
Common questions
What happens in the finance function diagnostic?
A two-to-three week review of processes, controls, the close cycle, and system fit, ending in a 30/60/90 roadmap with quick wins, before you commit to a new system or a hire.
Do you provide an actual virtual CFO, or just bookkeeping?
Both, at different tiers. Monthly accounting and close covers bookkeeping, reconciliations, and reporting; the virtual CFO tier adds budgeting, runway and unit-economics analysis, board packs, and investor Q&A support on top of that.
Why does clean accounting matter beyond just having tidy books?
Because the tax return, the valuation, the funding round, and the statutory audit all start from the same books: clean, current accounting is the foundation every other practice here builds on, not a separate deliverable.
Books that are ready before you need them.
Close discipline, MIS, dashboards, and virtual CFO.
Talk to us →
Start a conversation about this.
Five business days from first conversation to a written, fixed-fee proposal. The cost is known before the work begins.