Get Your Financial House in Order - Fast.
JumpStart is our six-week sprint designed to fix what’s broken, clarify your numbers, and build a financial foundation that scales.
Fast Growth Demands Financial Clarity
When your team is growing fast, unclear financials aren’t just frustrating—they’re dangerous. JumpStart quickly addresses foundational issues like disorganized books, inconsistent reporting, and unclear cash flow. In four weeks, you’ll replace uncertainty with the clear, actionable insights you need to scale with confidence.
WHAT'S INSIDE FINANCIAL JUMPSTART?
WHAT'S INSIDE FINANCIAL JUMPSTART?
Our first step to clarity, confidence and control.
We’ve seen what happens when fast-growing companies try to scale over messy systems. Jumpstart is your clean slate—built to give founders and operators exactly what they need, and nothing they don’t. Here’s how we do it:
Week One
Map What Matters
Value Stream Mapping
We start by mapping how your business actually creates value—so your financial system reflects how you operate, not just how your bookkeeper set things up.
Week Two
Build Your Knowledge Hub
Mise en Place Setup
Everything in its place. We create a smart folder system, set naming rules, and build a finance knowledge hub using Notion or Airtable—so nothing gets lost in your digital drawer again.
Week Three
Translate into the Books
Week Four
Streamline Inflows
Week Five
Streamline Outflows
Week Six
Turn Data into Direction
Chart of Accounts Blueprint
We rebuild your Chart of Accounts from scratch, using your value stream and future reporting needs. No more generic categories—just clear, aligned data that tells the right story.
Receivables Launchpad
We rebuild your Chart of Accounts from scratch, using your value stream and future reporting needs. No more generic categories—just clear, aligned data that tells the right story.
Spend and Payables Launchpad
We configure vendor payments (Bill.com), corporate cards (Ramp), and employee reimbursements (Expensify). Finance runs smoother, faster—and with fewer mistakes.
Clarity Dashboard Lite
We deliver a board-ready reporting system powered by Fathom and Airtable/Tableau. Your KPIs are clean, visual, and tied to what matters. All of it built on your QuickBooks Online instance.