Coaching · Businesses

Build a finance function that scales.

Grow from a bookkeeper and a shoebox to a real finance function: the people, the systems, and the cadence that let you run on numbers.

What we cover

What you will learn.

Growth outpaces a part-time bookkeeper fast. We help you build the function before the strain shows.

In this track

Six one-hour sessions, taken together as one program.

Unit 1 · From bookkeeping to a finance function. Define what a real finance function does for you.
Unit 2 · The numbers that run the business. Pick the metrics and reports leadership should see.
Unit 3 · Cash, budgets, and forecasts. Build cash management, a budget, and a working forecast.
Unit 4 · People, tools, and process. Decide what to build in house, outsource, or automate.
Unit 5 · Controls and compliance. Put in the controls that protect the business as it grows.
Unit 6 · Building toward a CFO view. Move from reporting the past to guiding the future.

Six one-hour sessions, mapped to where you are now and where you want to be. Enroll below to get started.