Monthly P&L, balance sheet and cashflow. With commentary that points out the thing you'd otherwise miss.
Six things we do as standard. No upsells, no surprises.
Books locked by the 5th. Pack delivered by the 10th. Same date every month.
What changed, what's driving it, what to watch. Plain English, not accounting jargon.
Debtor and creditor days. Working capital. Anything sitting on the balance sheet that shouldn't be.
Pick 5–8 metrics that matter for your business — MRR, gross margin, CAC, runway. Tracked monthly.
Cost centres and tracking categories so engineering, sales and marketing each see their slice.
Layout suitable for monthly board updates or investor reporting. Export to PDF, share to Notion or Slack.
Revenue-generating startups who need real management information — not just a Xero export — to make decisions and report to investors.
Talk to us →All that they have done to streamline my finances has increased my time and ability to grow my business massively since working with them.— Natalie Gallagher, Google review · ★★★★★