Flagship project · 30 days
Investor Ready in 30 Days
Model, valuation, investor deck and data room — all of it, in 30 days.
Project60 days$11,500
The 60-Day Finance Reset
For businesses where reporting, forecasting and financial control need rebuilding before anything else is worth doing. Close, management information and forecasting put on a working footing.
What this is
Some businesses are not ready for a model or a raise, because the underlying records will not carry one. Reconciliations have drifted, the chart of accounts has grown organically, and every report needs a caveat.
Sixty days to fix that: clean ledgers, a close calendar that holds, a reporting pack that means something, and a forecast built on numbers you can defend.
At a glance
- Fee
- $11,500
- Duration
- 60 days
- Shape
- Fixed-fee project
- Output
- Clean books + reporting
- Leads to
- Sprint or retainer
- Handover
- Documented and trained
How it runs
The shape of the work.
- Days 1–10
Diagnostic
Where the books are, what is reconciled, what is not, and the shortest honest route to a clean set of numbers.
- Days 10–35
Rebuild
Chart of accounts restructured, balances reconciled, historic periods restated where needed, controls put in.
- Days 30–50
Reporting and forecast
Management pack designed, close calendar set, 13-week cash forecast and budget built on the rebuilt base.
- Days 50–60
Handover
Documented process, trained-out close, and a written view on what the business is now ready for.
What you get
Everything delivered, listed.
One engagement, one fee, one set of assumptions behind all of it.
- Reconciled ledgers and restructured chart of accounts
- Restated historic periods where required
- Documented monthly close process and calendar
- Management reporting pack with commentary
- 13-week cash flow forecast
- Annual budget built off the rebuilt base
- Basic financial controls and approval routes
- Written readiness assessment for a raise or transaction
- Fee
- $11,500
- Duration
- 60 days
- Shape
- Fixed-fee project
- Output
- Clean books + reporting
- Leads to
- Sprint or retainer
- Handover
- Documented and trained
Included capabilities
What this engagement is built from.
Each capability has its own page — the method, the output format and the standard it is held to.
Capability
Monthly close & controls
Books closed by working day ten, in the same format every month.
Capability13-week cash flow forecasting
The single most useful tool in a small business. Updated weekly, owner-friendly.
CapabilityBoard & lender reporting
Covenant packages, board packs and investor updates in the format they actually want.
All capabilitiesSee the full list
Every method, output and standard we work to.
Common questions
Asked before every one of these.
How do I know I need this rather than the sprint?
If your last three months of reports needed a verbal explanation to make sense, start here. We will tell you straight on the call.
Will my accountant be involved?
Usually yes, and it helps. We work with whoever files the statutory accounts rather than around them.
What happens at the end?
You either run it yourself with the documented process, move onto the retainer, or go straight into the 30-day sprint.
Other engagements
If this is not the right starting point.
Next step
Thirty minutes. No pitch. Your situation, and what we would do about it.
If we are a fit, we will say so. If we are not, you will hear that too, and where to look instead. Either way you leave with a clearer picture of what good finance looks like for your business.