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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.

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