If you’re looking to understand what your numbers are actually telling you,
this is where it starts
Your numbers, translated
We break down your financial reports so know your numbers and understand what they mean.
Insights you can act on
Each review comes with a summary of what’s changed, what to pay attention to, and what to do next.
Guidance, not guesswork
Have questions? You’ll have access to our team of ex-corporate experienced accountants so you’re never left trying to figure it out alone.
This service is right for you if:
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You get the reports, but want someone to tell you what they actually mean
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You want to catch problems early, not months after they’ve become expensive
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You need context and guidance, not just numbers in a spreadsheet
The insight you'd expect from a CFO, made practical and accessible.
What's included:
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Monthly Financial Review
We review your reports each month so you get expertize support.
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Comprehensive Summary
A comprehensive report of what the numbers are saying, what needs attention, and the structure to structure a profitable business.
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Recommendations & Questions
Insights, recommendations, and accountability to help you take action.
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Client Portal Access
All your reports and commentary in one place, with a space to ask questions anytime.
$375 per month
Bookkeeping is not included in this service. You can either handle your own bookkeeping or we can do it for you!
How it works
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Join the Monthly Review
A quick onboarding form so we can better understand your business.
Connect your accounting system
Give us access to your accounting system so we can pull the data we need.
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Access your client portal
This is your hub for reports, and support; organized and always accessible.
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Review & Support
Get your monthly reports, know what they mean, and get support when needed.
