CFO · 6 min read
From founder finances to board-ready reporting
18 November 2025
Most founder-led businesses we meet have decent compliance and zero strategic finance. Here's the 90-day path to changing that.
Days 1-30: clean up. Get the books up to date, reconcile every account, and standardise the chart of accounts so reports are meaningful.
Days 31-60: build the operating model. Driver-based 3-statement model, 13-week cash forecast and a KPI dashboard tied to live data.
Days 61-90: introduce rhythm. Monthly close in 5 working days, monthly board pack and a quarterly strategy review.
Done well, you go from spreadsheet anxiety to investor-grade reporting in a single quarter.
