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.
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.