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Building Financial Infrastructure That Supports Growth
Building Financial Infrastructure That Supports Growth
FINANCIAL OPERATIONS SETUP
Most early-stage companies start with bookkeeping. As you scale, these systems become constraints rather than enablers.
FINANCIAL OPERATIONS SETUP
Most early-stage companies start with bookkeeping. As you scale, these systems become constraints rather than enablers.
We provide
Chart of accounts design tailored to business model
AR/AP workflow implementation
Cash flow management systems
Month-end close procedures
Basic financial controls
System integration (Xero, QuickBooks, Zoho)
Ideal for
Ideal for
Startups moving from spreadsheets to proper systems
Businesses experiencing growing pains (5-15 employees)
New finance hires needing documented processes
TREASURY & CASH MANAGEMENT SETUP
Systematic treasury operations for multi-account businesses
TREASURY & CASH MANAGEMENT SETUP
Systematic treasury operations for multi-account businesses
We provide
Bank account structure review
Daily reconciliation procedures
Multi-currency cash management (if applicable)
Treasury controls
AR collection processes
AP payment optimization
Cash flow forecasting
Ideal For
Businesses managing 3+ bank accounts
Companies with international vendors/customers
Startups with messy reconciliation
Organizations lacking cash visibility
MONTH-END CLOSE ACCELERATION
Streamlining month-end processes from weeks to days
MONTH-END CLOSE ACCELERATION
Streamlining month-end processes from weeks to days
We provide
Current close process documentation
Bottleneck identification
Reconciliation procedure standardization
Cut-off and accrual policies
Variance analysis framework
Close timeline optimization
Ideal For
Companies taking 7+ days to close books
Businesses missing reporting deadlines
Teams doing manual, error-prone closes
Companies needing faster reporting for decisions
FINANCIAL DASHBOARD & REPORTING SETUP
Creating executive-level financial visibility without the CFO price tag
FINANCIAL DASHBOARD & REPORTING SETUP
Creating executive-level financial visibility without the CFO price tag
We provide
KPI identification workshop (what metrics matter?)
Dashboard design
Monthly P&L and cash flow reporting templates
Variance analysis framework
Ideal For
Founders drowning in data but lacking insights
Companies preparing for board meetings
Businesses needing investor-ready reporting
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