Most business owners have access to financial data. What they don't always have is someone who can read it, interpret it, and translate it into a clear decision. That's the gap our consulting and reporting services are built to fill.
We combine senior CFO advisory with Jirav, an institutional-grade financial planning and reporting platform, to give growing businesses the kind of financial intelligence that used to be reserved for companies with a full finance department.
Most business owners have access to financial data. What they don't always have is someone who can make sense of it. Our consulting team bridges that gap, turning your monthly numbers into a clear picture of where you are, where you're headed, and what to do next.
Generic reports tell you what happened. Our reporting tells you what it means. We build custom dashboards and financial models in Jirav tailored to your business, your revenue streams, your cost structure, your KPIs, so every report you receive is relevant and actionable.
Know what your cash position looks like 13 weeks out, not just at month end. We maintain a rolling cash flow forecast updated monthly so you're never caught off guard by a slow period, a large payment, or a growth opportunity that requires capital.
We build your annual budget and track performance against it every month. When results diverge from the plan, in either direction, we tell you why and what to do about it. No more end-of-year surprises.
When you need to walk into a bank or a boardroom, we make sure your financials tell the right story. Clean, organized, and packaged to support your ask.
We use Jirav as our financial planning and reporting platform, the same tool used by high-growth companies and institutional finance teams, built for the speed and complexity of modern businesses.
What that means for you: real-time dashboards, dynamic forecasting models, and board-ready reports that update automatically as your books close each month. No static spreadsheets. No manually updated slides. Just clean, current financial intelligence available whenever you need it.
Variance Analysis
Monthly budget vs. actuals, with variance flags and commentary built in.
Rolling Forecast
12-month rolling forecast with upside, base, and conservative scenarios so you can plan with confidence.
Executive Summary
A complete picture of your business. Actuals, forecast, headcount, and growth metrics in one view.
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These are sample reports, not an exhaustive list. Every client engagement is tailored to what's most useful for your business and stage.
This service is built for business owners who are past the early stage. Revenue is real, decisions are getting more complex, and the stakes of getting the financials wrong are higher than they used to be. You don't need more data. You need someone to make sense of it.
Consulting and reporting services are available as part of our CFO Insight, Growth and Strategy packages, or as a standalone engagement for businesses that already have bookkeeping handled elsewhere.
