Why do the numbers that matter always move in unpredictable ways? Why don’t my financials reflect the operation of the business? Why can’t my bookkeeper/CPA explain it to me?

You need the critical optics to run the business successfully, and we know how to work with your team to get them to you.

The steps often look like this 👇

Immediate Actions:

• Work with your accounting team to make sure the operational activities are clearly expressed in the financials. Accounting isn’t just about record keeping-it’s about making sure you have visibility to change or amplify specific behaviors of the business.
• Establish a monthly close process to ensure timely and accurate financials.
• Create a dashboard of key metrics (e.g. gross margin, cash balance, runway)
• Implement a rolling forecast to start shifting mindset from reactive to forward-looking.

:aardvark-symbol-black: Result : Optics

• Real-time financial insight – you’ll have timely, accurate financial statements and dashboards that show how the business is performing in simple terms (no more flying blind each month).
• Key metrics at your fingertips – the CFO helps establish relevant KPIs (e.g. cash burn, profit margins, revenue growth, etc.) and reporting routines, so you can monitor the company’s health at a glance and catch issues early.
• Forward-looking forecasts – budgeting and financial modeling become part of the process, allowing you to see the road ahead. You can evaluate “what-if” scenarios and make decisions based on expected outcomes, not just historical data.
• Transparency for stakeholders – with clearer reports and forecasts, investors, lenders, and partners gain confidence in your business. You as the owner also gain a deeper understanding of your finances, leading to more confident and fact-based decisions.