Our founder-friendly finance framework:
Track it. Read it. Run it.
Finance does not need to be chaotic. Our framework breaks your finance setup into three clear phases — building clean foundations, translating data into insights, and running systems that scale with your growth.
We have used this process with founders across different countries and industries, and the core challenges are always the same — fast growth, complex reporting, and the need for clarity. This method works anywhere because it is built around how founders actually think and make decisions.
Build a clean foundation
Problem founders face:
Your numbers are messy. Bank feeds do not match reality, the Chart of Accounts is bloated, and categories are inconsistent — making it impossible to trust reports or see the real picture. Without clean data, every decision feels like a guess.
What we do:
- Restructure the Chart of Accounts and map cost centres for clarity
- Define tracking categories (teams, products, projects) to enable future insights
- Clean up historical data and reconcile past transactions to set a reliable baseline
- Review and map previous integrations to ensure seamless connection with Xero
- Create coding and record-keeping guidelines so transactions stay consistent going forward
Outcome:
A clear, accurate financial structure that you can trust — providing a reliable starting point for forecasting, reporting, and scaling your finance systems.
Turn numbers into insights
Problem founders face:
Even with clean data, you cannot see the story behind it. Forecasts fall out of sync with reality and investor questions catch you off guard.
What we do:
- Forecasts aligned to your roadmap and funding plan
- Budget vs actuals reporting and variance analysis
- KPI dashboards that focus on metrics investors care about
- Scenario planning for multiple growth paths
Outcome:
Clarity and confidence when talking to investors, managing burn, or planning your next raise.
Keep systems scalable as you grow
Problem founders face:
As teams grow, finance processes become bottlenecked — approvals are slow, month-end close is stressful, and changes are hard to track..
What we do:
- Automate reporting cycles and board pack delivery to reduce manual work
- Budget change control and approval tracking
- Scalable workflows to support growth (new products, new markets)
- Continuous improvements as your business evolves
Outcome:
A finance system that runs quietly in the background — automated, scalable, and freeing you to focus on building your company rather than managing spreadsheets.
What this process delivers
Our framework has helped founders reduce chaos, speed up decision-making, and feel confident walking into board meetings. We approach every project like teachers and activators — breaking things down so they are easy to grasp and turning clarity into action from day one. Here is what you can expect when we apply it to your startup:
Month-end close cut from 15 to 5 days
Reports delivered in under 2 weeks
Forecasts aligned to product roadmap
Clear milestones and funding needs
Easy finance structure to onboard new hires
Join founders who've transformed their finance chaos into investor-ready clarity