Reports founders actually read.
A monthly management pack designed to be read in 15 minutes and acted on the same day. Clean P&L, cash bridge, KPI dashboard, and profitability by the segment that matters – product, channel, or client.
30 min · No pitch · A real CFO, not a chatbot
Who it's for
- Founders whose current reporting arrives late, in a format only the accountant understands.
- Multi-entity or multi-channel businesses lacking a consolidated view.
- Operating teams making decisions on last quarter's numbers because this month's aren't ready.
- Companies preparing for board meetings, investor updates, or a first management review.
Symptoms you need this
If more than two of these sound familiar, this is the service to start with.
What you get
P&L, balance sheet, cash flow, KPIs and commentary – one deck, sent on a fixed date.
One set of numbers across all entities, channels, and currencies.
Growth, margin, retention, unit economics – with locked definitions everyone uses.
Actual vs budget vs prior year, with the three drivers behind every big movement.
From opening cash to closing cash – exactly where the money went and why.
SKU, channel, or client-level contribution margin – so you know what to double down on.
- Design of the monthly pack and dashboard tailored to your business
- KPI definitions locked and documented
- Monthly close coordination with your bookkeeper / accountant
- Automated data pipeline where feasible (Xero, QuickBooks, Shopify, Stripe, etc.)
- Fixed monthly delivery date
- Monthly review call to walk through the numbers
- Bookkeeping entries and month-end journals
- Tax filing and statutory accounts
- Custom BI-tool implementation (Looker, Tableau enterprise deployments)
- Personal finance or shareholder-specific reporting
How it runs
Review current reporting, close process, chart of accounts, and the questions the founder actually wants answered.
Design the pack, dashboard, and KPI definitions. Wire up data sources and reconciliation checks.
First month delivered live with the team – decisions, not a data dump.
Monthly delivery on a fixed date, quarterly review of KPI definitions, and iteration as the business evolves.
Artifacts we deliver
The core deck – P&L, balance sheet, cash flow, KPIs, and one page of decisions.
Live view of the 6–10 numbers that actually run your business.
Opening cash → closing cash with every material inflow and outflow labelled.
Contribution margin by SKU, channel, or client – the same lens applied for Bonamark and Feel My Skin.
Stop guessing. Start deciding on facts.
A free 30-minute call with a senior CFO. No sales pitch – just a clear read on where your money is and what to do next.
30 min · No pitch · A real CFO, not a chatbot