Free · 30 minutes · No obligation
A finance health check in 30 minutes.
Tell us how your close, reporting and tools work today. You leave with three practical fixes you can make this month, whether or not you hire us.
What you get
- A quick review of your month-end close and how long it takes
- A check of your reporting – what leadership sees, and what it misses
- A look at your tools and where data is rekeyed
- Three written fixes, sent within one business day
How the 30 minutes run
- 0–5 minYour business
- 5–20 minClose
- 20–30 minFirst observations and next steps
A good fit if you
- Close your books more than 10 days after month-end
- Build monthly reports by hand in Excel
- Are preparing for a raise, audit or lender review
- Run a CPA firm that needs more bookkeeping capacity
Schedule
Pick a time
Times show in your time zone. You get a calendar invite with a video link.
Prefer to write first? Send a message
Pick a time that suits you
30 minutes, video call. Times show in your time zone.
Loads the Cal.com scheduler.
Prefer email? Book by email and we'll reply within one business day.
Other ways to start
Free automation audit
A 60–90 minute walkthrough of your close, with a written automation shortlist.
Sample dashboard
A Power BI sample built on an export of your own data, under NDA.
Paid pilot
A 2–4 week fixed-price pilot on one process, so you can judge the work.
Free finance health check
Thirty minutes. Three fixes. No obligation.
Pick a time that suits you. We cover US, UK and Gulf hours.