I.
The Finance practice · Clarity

What the numbers mean
for the next decision.

Strategic finance for the people who run companies: what the numbers mean, what they allow, and what comes next. We begin with the three questions every leadership team should be able to answer on a Tuesday.

Where every engagement starts

Three questions worth an honest estimate.

Not a prediction. An educated guess with its assumptions written down, which is the only kind worth making.

  • One. If nothing changes, roughly where is cash in ninety days? A range, not a number, and the two or three things the range depends on.
  • Two. Which three customers or products actually make the money? Revenue tells you who is big. Margin tells you who is worth it.
  • Three. What is the one thing most likely to make this quarter go wrong, and the week you would see the first sign of it?
If you can answer all three, you are planning. If you cannot yet, you are not behind; most companies start here.
How we work with you

Four ways in, one discipline.

I.

The Clarity Session

A focused first review

One working session on how the business runs, where the time and money go, and which decision is next. You leave with the three questions answered in ranges, the assumptions written down, and a one-page note on what we would do and what it would cost.

II.

The Planning Sprint

Four weeks to a plan you can run

A thirteen-week cash view with its assumptions. Margin by customer and by product. A budget and a plan-against-actual you will actually read, and a pricing view where it matters. Built from the records you already keep, checked against real numbers, and handed over with the habit of updating it.

III.

Ongoing planning

The same numbers, read the same way, every month

A monthly rhythm: the plan against what happened, the assumptions that moved, and the decisions in front of you, a hire, a lease, a raise, a price, each with a range instead of a promise. The calm of knowing what you will look at, and when.

IV.

Reporting people read

Dashboards with a point of view

The five numbers that run the business, in one place, with what changed and why. Not more data: the right signal at the right moment, for everyone who decides.

How an engagement runs

Five steps, all in writing.

1
A conversation

An hour on how the business runs. No deck, no obligation.

2
The review

The last twelve months and the current plan, read the way a finance team reads them.

3
A written estimate

What we would do, what it costs, what it should return, and how we will measure it. One page.

4
The work, on a rhythm

Sessions on a cadence you can keep. Everything in writing, nothing in your head.

5
The check

At ninety days: what moved, what did not, and whether to continue.

Where we draw the line

Clear about what we do,
and what we do not.

We work from the records you already keep and ask what they mean for the next decision: where cash is headed, what earns its keep, and what to decide next.

01
Not bookkeeping or tax

We do not keep the books or file returns. We read the record you have and plan from it.

02
Not a forecast that pretends

No forecast is right. Ours say how wrong they might be: a range, its assumptions, and the date we check them.

03
Not advice

Planning conversations and decision support. Not financial, tax, legal or investment advice.

“Effort is often visible long before clarity is.”From the Founder’s Notes
Selective by design

Begin witha conversation.

A focused first hour about how the business runs, where the time and money go, and which of the three practices would change the most. No obligation, no deck.

Begin with a conversation