Inside the loop, the business is never unclear for more than a week — the drivers stay current and the signal keeps flowing. Each close then triggers the deeper cycle below. The standard we hold ourselves to: review held within 9 business days of your books closing, every cycle.
Your bookkeeper closes the month; the data comes to us. Nothing changes about who does your accounting — we sit above it.
Variance traced to drivers and causes — not anecdotes, not culprits. Drafted, reviewed, and signed by a named CFO-level expert.
The rolling outlook refreshed honestly; every revised assumption named. A forecast is not a target — we keep them separate on purpose.
The facilitated performance conversation with your leadership team (FP&A+ and up): what moved, why, and what we're doing about it.
Decisions logged, actions owned and aged — nothing re-explained twice. Then the next close lands, and the loop runs again.
The cycle above is the same spine at every tier. What changes is who's in the room, and how often the loop turns.
This tier runs on a monthly rhythm: the full cycle delivered as signed work product, with one working session with you each month. You run your own team meetings; we arm you. No software surface at this tier.
Where weekly clarity begins. The live weekly view of your drivers, gaps, and outlook stays current, and the day-9 review is facilitated with your whole leadership team — two meetings a month.
The same monthly cycle — plus a weekly beat inside it. Each week a behavior memo says what should change, in which process, by whom, and we work beside the team to execute or adjust it.
Getting started takes about three weeks, not months. We build the driver view of your business first — from a working session with you plus industry benchmarks — so the first insights arrive before perfect data does. Estimates are enough to find the biggest gaps; precision follows.
A free 45-minute working session — we identify and price the top 2–3 gaps between how the business runs and how it could run. No fee, no commitment, no prep required.
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