Get the FREE 90-Day Roadmap
A practical, three-phase plan to shorten the close, tighten controls, and deliver board-ready reporting - starting this quarter.
What you’ll get
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A clear 30/60/90-day sequence to stabilize the close and reporting.
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Baseline policies, reconciliations, and checklists that actually get used.
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Quick wins in automation and workflow (without a risky re-platform).
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A lightweight KPI + cash-flow cadence leaders can rely on.
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A handover plan for scaling the finance function after day 90.
Used by founders and finance teams to move from chaotic month-end to a predictable, audit-ready close.
Clarity
Board-ready reporting, audit-ready financials, and cash-flow forecasting you can trust—so leadership and investors get answers fast.
Control
Tight internal controls, policy documentation, and reconciliations that stand up to diligence and keep surprises out of audits.
Scale
Standardized month-end close, clear handoffs, and a right-sized finance tech stack (ERP + reporting) that grows with you.