Fix the Chaos. Build Reporting That Works.
From messy Xero files to investor reporting headaches, we help you clean up your financial systems and build reporting that delivers clarity fast.
Xero Fix & Workflow Cleanup
Broken reconciliations? Overloaded accounts list? We clean up your Xero file, rebuild your chart of accounts, and set up repeatable workflows.
System Integration Support
From Xero and Dext to custom forecasting and reporting models, we build integrations that eliminate duplication, reduce errors, and ensure your team has one source of truth.
When You Can’t Trust the Numbers, Everything Slows Down
Whether you’re preparing for a board meeting, a raise, or just trying to run your business, unclear or unreliable reporting costs time, confidence, and credibility. We streamline your systems so you can make decisions without second-guessing your data.
Dash-boarding & Custom Reports
We design dashboards that surface what matters, cash, runway, performance, using tools that work for your team and board.
Metrics That Match Your Model
We align reporting with your commercial model, so your GM, CAC, LTV, contribution margin and unit economics are front and centre.
Reporting Cadence Design
We build monthly and quarterly reporting packs aligned with investor, board, or internal needs. No more last-minute scrambles.
Let’s Make Your Numbers Make Sense
You don’t need more spreadsheets - you need clarity. Book a strategy session and we’ll show you how clean, structured reporting can unlock better decisions.
1. Discovery Session
We start with a 30-minute call to understand your business, challenges, and what you need from a finance leader.
How It Works
2. 90-Day Finance Plan
You’ll receive a tailored roadmap for forecasting, reporting, cash, and systems aligned with your growth goals.
3. Ongoing Support
From weekly check-ins to board prep, you get CFO-level thinking exactly when (and how) you need it, no fluff.