Keep your CPA. Keep your bookkeeper.We strengthen the financial-management layer without taking over tax, audit, lending, or compliance work.
The best place to start
Financial Diagnostic
$2,500fixed fee
A comprehensive outside look at how money moves through your business—from the integrity of the financial statements through billing, collections, and cash.
Financial statements and balance-sheet integrityCash flow and profitability visibilityChart of accounts and monthly closeBudgeting, forecasting, workflow, and controls
Billing & collections overhaul
Getting the sale is not enough. Revenue has to become cash.
Work performed to invoice timingBilling accuracy, cadence, and ownershipAR aging and collection proceduresPayment terms, methods, and escalationTechnology gaps and cash-conversion opportunitiesBill faster. Collect faster. Know who owns the process.
What you receive
Your Friday Five + a practical 90-day action plan.
No 70-page consulting report. We conclude with a Financial Accountability Meeting and a clear set of priorities.
5 Things Working
5 Things Concerning
5 Numbers to Watch
5 Improvements
5 Priorities for 90 Days
Ongoing advisory
Choose the level of leadership your business needs.
Both engagements work alongside your current accounting professionals. The difference is whether you need stronger financial oversight or finance integrated into operations and planning.
FINANCIAL OVERSIGHT
Controller Advisory
$1,500starting monthly
For businesses with bookkeeping covered but needing a stronger close, cleaner reporting, cash visibility, and accountability.
Monthly-close oversight and 10-business-day targetFinancial statement and balance-sheet reviewCash visibility and budget-to-actual reportingBilling, collections, and AR oversightManagement reporting and process improvementMonthly Financial Accountability Meeting
Know what happened.Know why.Know what requires action.
FINANCE + OPERATIONS
CFO Advisory
$2,500starting monthly
For leadership teams that want financial and operational data integrated into how they plan, decide, and run the business.
Rolling, cash, and Driver Model forecastsFinancial + operational KPI developmentDashboard and scorecard designProfitability, capacity, and productivity analysisScenario planning and quarterly prioritiesEOS-informed measurables, Rocks, and planning cadence
Know what is driving the business.Know where you are going.Know what must change.
Where Friday Five fits
Accounting tells us what happened. Operational data helps explain why. Forecasting helps determine what happens next.
Your accounting team produces the numbers. Friday Five helps management understand them, act on them, and use them to run a better business.
We coordinate with your CPA and bookkeeper while staying in a clear financial-management and operational-advisory lane.
Ready for a clearer direction?
Start with a focused conversation.
We’ll talk through what is working, where the friction is, and whether the Diagnostic or ongoing Advisory is the right next step.