Building a Financial System That Grows With You

Your business has grown. But are your systems still keeping up?

It’s common to outgrow:

• Spreadsheets

• DIY bookkeeping

• Manually pulling reports from Xero, Stripe, and your bank

Here’s what we recommend for businesses at different stages:

At $1M–$3M revenue:

• Bookkeeper + cloud accounting software (like Xero)

• Monthly reporting

• Simple cash flow forecasting

• A part-time finance partner (like a CFO or controller)

At $3M–$5M:

• Custom dashboards

• Profit tracking by service, team, or client

• Streamlined payroll and payment systems

• Planning cycles (quarterly forecast updates)

At $5M+:

• Finance function with clearly defined roles (bookkeeper, controller, CFO)

• Strategic planning and scenario modeling

• Board-level reporting

✅ Client story: One agency came to us with $2.5M revenue and still tracked invoices manually. We helped them integrate Xero, Dext, and a cash flow tool. Time savings: 8 hours a week. Accuracy: 100%.

Great systems free up your team and give you data you can trust.