Your numbers every month, and a CFO to explain them.
Your core financials, automated from your data and delivered each month, plus a monthly call with a CFO to walk you through them. Built for businesses whose team can run the books, but has no one to make the numbers make sense.
Start where you are; move up as you grow.
Is this the right fit?
A good fit if
- Your accountant closes the books reasonably on time, but nobody turns them into insight.
- You get reports, but you are not sure which numbers matter or whether they are moving the right way.
- You want a dependable monthly finance routine before committing to a full CFO retainer.
Not the right fit if
What's included
Starter is deliberately focused: accurate core financials, a consistent dashboard and a monthly conversation. Anything beyond that sits in Core or Growth.
Monthly financial statements
Profit and loss, balance sheet and cash flow, produced from your accounting data in a consistent format every month.
KPI dashboard
A dashboard of the measures agreed at set-up, such as revenue, gross margin, debtor days, creditor days, inventory days and cash position. Updated each month and accessible [online / as a PDF] .
Automated and delivered
Once the data mapping is set up, your pack is produced the same way each month and delivered on a fixed date. No chasing on your side.
30-minute monthly CFO review call
A CFO walks you through the month: what moved, why, and what to keep an eye on. Questions that need deeper work are flagged, with a note on whether they fall within a higher tier or a project.
The monthly rhythm
The same cycle every month, so you always know when your numbers will arrive.
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Your team closes the books
Your accountant completes the month-end close and shares the agreed data by day [X] of the following month.
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We process and validate
Data runs through the mapping set during the Diagnostic. Anything that does not reconcile is queried before the pack goes out.
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Pack and dashboard delivered
Financial statements and the updated dashboard reach you by day [Y] .
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CFO review call
Thirty minutes with a CFO to go through the month and agree what to watch next.
How it starts
- Starter begins with the Finance Diagnostic. It sets the data format, account mapping and KPIs that make monthly automation possible.
- Your accounts should be maintained in [Tally Prime / systems to confirm] . Other systems are assessed during the Diagnostic.
- One nominated person on your side who owns sending the data each month.
Common questions
Is a 30-minute call really enough?
For a business whose books are in order and whose main need is understanding the numbers, it usually is. If you find you need more time, more analysis or someone to own actions, that is a signal that Core is the better fit.
Why do I need the Diagnostic first?
Automation only works when the data arrives in a known, consistent format. The Diagnostic defines that format and the KPIs, and catches problems in the books before they flow into your monthly pack.
Who prepares the books?
Your team does. Starter sits on top of your existing accounting; it does not replace your accountant.
Does Starter cover GST, TDS or ROC compliance?
No. Compliance oversight is part of Core . Starter reports on your financial position only.