Financial Clarity
Know exactly what your business is actually doing.
Most entrepreneurs wait months for their accountant to tell them whether they made money. By then it's too late to change anything. Financial Clarity is a done-with-you service that gets your books current, builds your monthly management reports, and puts a live KPI dashboard in front of you — so you can run the business from real numbers, in real time.
This is not accounting
Keep your accountant for annual returns, tax filings and statutory work. That's what they're for.
What I do with my team is the layer in between — the live financial picture. Clean books, up-to-date accounts, monthly management reports, and a dashboard of the KPIs that actually matter for your business. So you can make proper decisions from real data, not from gut feel and last year's tax return.
What's Included
Phase One
Setup & clean-up
Get the foundations right so everything that follows is trustworthy.
- Chart of accounts reviewed and restructured
- Historical transactions cleaned and reconciled
- Bank feeds, rules and categorisations set up properly
- Monthly close process defined
Phase Two
Reporting & KPI dashboard
Build the reports and dashboard that show you what's actually happening.
- Monthly P&L, balance sheet and cash flow — done properly
- Live KPI dashboard tailored to your business
- Margin, cash runway, revenue-per-customer and the metrics that matter
- Simple enough that you'll actually look at it
Ongoing
Monthly bookkeeping & close
Keep the picture current, month after month, so you always know where you stand.
- Transactions coded and reconciled monthly
- Month-end close with updated reports and dashboard
- Direct line for questions between closes
- Numbers ready for your accountant at year-end
Ongoing
Monthly financial review
A structured walk-through of the numbers with someone who's built and sold real businesses.
- Monthly review call to walk through the reports
- Trends, warnings and opportunities called out
- Actionable next steps for the following month
- Optional pairing with Strategic Advisor for deeper work
Who This Is For
Founders who know their gut isn't a strategy.
You're running a real business. Revenue is happening. But you couldn't confidently tell me your net margin, your true cost per lead, or how much cash you'll have in ninety days. Your accountant gives you a set of accounts once a year and you nod along.
The businesses I've built and helped others build all had one thing in common: the numbers were current, clean, and looked at every single month. That's what we set up here.
Investment
By quote — scoped to your business.
Every business is different. A one-person consultancy needs less than a hospitality group with three locations. Pricing depends on the size of your business, the complexity of your financials, and what state the books are currently in. There's usually a one-off setup — cleaning things up, getting the chart of accounts right, building the reports and dashboard — followed by an ongoing monthly engagement to keep it all current and reviewed.
Fill in the form below with a bit about your business. If it looks like a fit, I'll come back with a proper quote.
Apply
Tell me about your business.
Takes about three minutes. I read every one personally.