How I help founders grow their businesses
My goal?
I'll take care of your finances so you can focus on growing your business.
My approach?
• First 30 Days - Ensuring Financial Data Accuracy
I will ensure costs are accurately categorised between cost of service and operating expenses, and verify the correct nominal accounts and VAT codes for precise gross and net margin reporting.
I will also adjust your Chart of Accounts to provide a more detailed categorisation of expenses, which will offer more precise insights into financial performance and resource allocation.
This adjustment will facilitate the calculation of SaaS metrics like unit economics.
Additionally, I will oversee revenue reconciliation to ensure that annual subscription income, for example, is recognised over the subscription period, demonstrating consistent financial growth.
I will also compare and reconcile revenue data between CRM software like HubSpot, accounting platforms like Xero, and other sources to prevent discrepancies.
These steps are crucial to maintain precise financial data, which is necessary as investors and stakeholders require monthly data to accurately evaluate the business’s growth, retention, and efficiency.
Reliable financial information builds trust with investors and stakeholders.
• Next 60 Days - Strategic Planning
I will develop detailed forecasts and budgets that align with your strategic goals.
These financial plans will project revenues, expenses, and cash flows, incorporating market analysis and growth projections.
The financial planning process will be closely aligned with your specific objectives, whether you're looking to raise new funds, plan for an exit, or achieve specific business milestones.
I will prepare the initial version of the monthly report, which will include key metrics from your current reporting deck, including growth, retention, margins, sales, and capital efficiency.
I will continually refine this report over the first few months.
This will involve integrating non-financial information such as customer satisfaction scores, operational efficiency metrics, and team performance indicators.
I will also include customer concentration and cohort analyses to deepen the understanding of your business dynamics.
In our first meeting to discuss the monthly report, I will identify any administrative or financial tasks that are overly time-consuming.
My goal is to find practical solutions that streamline these processes, ultimately freeing up your time to focus on core business growth.
• Final 30 Days - Strategic planning, recurring monthly reports, and CFO advisory support
I will refine your business's appeal to potential investors by highlighting improved profitability and well-defined unit economics.
This includes supporting the development of expansion plans tailored to your business’s unique strengths and market opportunities.
After this stage, the service will include monthly reports, management commentary, and ongoing strategic planning to support your growth goals and optimise financial operations.
These reports will continue to support your decision-making with detailed forecasts and budgets that outline projected revenues, expenses, and cash flows, ensuring ongoing optimisation of financial operations.
Together, we will discuss the timeline for your desired exit, carefully evaluate your exit goals, and integrate these plans with our overall financial strategy.
This ensures that every step I take aligns with your long-term objectives, whether preparing for an exit or reaching other significant business milestones.
