Method

Two weeks to clean books. Then it never slips again.

No transformation project, no six-month implementation. We work on your existing stack and put a fixed rhythm around it.

  1. Week 01

    Connect and inventory

    Ledger, banks, payroll, billing and the cap table get linked into one source of truth. We map the chart of accounts to something a board can actually read.

  2. Week 02

    Clean the history

    Twelve months of actuals restated: revenue recognized properly, expenses classified consistently, one-offs flagged. Your history stops arguing with itself.

  3. Week 03

    Build the model

    A driver-based forecast wired to actuals — headcount, pipeline, pricing, churn. Scenarios for the plan, the slow case and the raise case.

  4. Ongoing

    Run the cadence

    Close by the third. Flash report by the fifth. Board pack the week before. Ad-hoc answers within a day, because the underlying data is already right.

The monthly cadence

Day 1–3Month-end close, reconciliations, accruals
Day 5Flash report: burn, runway, variance to plan
Day 10Forecast re-baselined with actuals
MonthlyBoard pack, KPI appendix, commentary
QuarterlyPricing, cohort and margin deep-dive

Want to see it on your numbers?

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