See what's coming.

The forward-looking work that turns a bookkeeping engagement into an advisory one, powered by numbers that are already current.

The modules, in depth.

Monthly financial statements and the board pack, assembled from live numbers, in your firm's name. Ready before anyone asks.

Always current. Profit and loss, cash flow, budget versus actual. Live, not last month's snapshot.
Each client's own template. Charts drawn from live data, cover page to appendix.
Your firm's name on it. Delivered under your brand, after your sign off.

Revenue

$412K ▲

Gross margin

68% ▲

Board pack ready ✓

Budgets tracked against live actuals, with the cause attached to every gap.

Live, not monthly. Budget against actuals, current to today, for every client.
Causes attached. Every variance comes with what drove it, and the documents behind it.
Ready for the meeting. The budget page of the board pack, always up to date.

Marketing +12% vs budget · cause attached

Live cash and runway for every client, with scenarios anyone can try. Answer at the speed of the question.

Live position, per client. Cash and runway, current to today, across the whole client list.
Scenarios on demand. New hires, price changes, big purchases. Change the setting, watch the line move.
Early warnings. When a client's cash is heading the wrong way, you hear about it first.

base plan ✓if hiring slips a quarter

A thirty-minute live walkthrough. No prep needed, just your questions.