Scrappy spreadsheets work until they don't. I implement the financial systems, dashboards, and reporting infrastructure that give you real-time visibility into cash, margins, and runway—and position you for fundraising, lending, or strategic decision-making.
What's included:
- QuickBooks or accounting software setup with proper chart of accounts
- Business banking infrastructure (accounts, sub-accounts, payment processing)
- Cash flow forecasting models and budget management systems
- Financial dashboard and KPI tracking (revenue, burn, runway, margins)
- Vendor management systems and cost optimization analysis
- Invoice management, collections workflows, and AR/AP processes
- Investor reporting infrastructure and financial data rooms
Who needs this:
- Just Starting:
- New businesses needing foundational setup (business banking, QuickBooks, chart of accounts)
- Founders currently running finances through personal accounts or basic spreadsheets
Early Growth:- Companies with messy books requiring cleanup and professional systematization
- Founders who don't know their real margins, burn rate, or cash runway
Scaling:- Businesses past $500K revenue requiring professional financial operations
- Startups preparing for fundraising who need investor-ready financials
Typical outcomes:
- 20-30% cost reduction through vendor optimization and expense audits
- Real-time financial visibility replacing spreadsheet chaos
- Investor-ready reporting and due diligence preparation
- Confidence in financial decision-making backed by clean data
Engagement: 30-60 day implementation, ongoing financial operations support available
