Consulting & Reporting

The numbers are only as useful as what you do with them.

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.

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.

what you get

Reporting infrastructure built around your business.

Custom reporting infrastructure

Dashboards and financial models in Jirav tailored to your revenue streams, cost structure, and KPIs. Every report is relevant and actionable.

Cash flow forecasting

Rolling 13-week and 1-year forecasts updated monthly. Never caught off guard by a slow period, a large payment, or a growth opportunity.

Budget vs. actual

Annual budget set, monthly performance tracked. When results diverge from the plan — either way — we tell you why and what to do.

Scenario planning

Hiring two people next quarter? Growing revenue 30%? We model the decisions so you can make them with numbers behind them.

KPI tracking

We identify the metrics that actually matter and track them month over month. You always know where you stand and where you’re headed.

Board & lender-ready reporting

When you walk into a bank, board meeting, or investor conversation, your financials are packaged to support the ask.

powered by jirav

The same tool used by institutional finance teams.

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.

Clean, current financial intelligence — available whenever you need it.

13-week cash forecast
Rolling projection
On track
starting cash
$284k
Wk 1
projected low
$219k
Wk 6
ending cash
$312k
Wk 13
Wk 1
Wk 4
Wk 7
Wk 10
Wk 13
who this is for

You're 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 included in CFO Analysis & Planning and CFO Strategy & Growth packages, or available as a standalone engagement.