Three revenue numbers.
CRM, billing and the board pack disagree.
Advisory/01 SaaS and Tech-Enabled
SaaS and Tech-Enabled
Reporting systems that track revenue, cash flow, churn and ARR reliably. A diagnostic comes first, so the work goes after the real leaks in the business.
- Clients
- GetProven, Superable, Unbound
- Size
- Roughly $2M to $50M in revenue
01 / Symptoms
Sound familiar?
ARR nobody agrees on.
Calculated a different way each month.
Churn found in the bank.
Lost customers show up when cash dips.
A forecast with a new date.
Last quarter's spreadsheet, renamed.
02 / Your situation
Choose the situation you recognise.
03 / Diagnostic
A diagnostic comes first, so the work goes after the real leaks.
One way it can run. Every business is different, so the steps and their order change with what we find.
- 01
Match sales to the bank
Do the sales in your systems match the money that actually arrived?
- 02
Recount recurring revenue
What customers pay you each year, and who has stopped, worked out from the contracts.
- 03
Trace when cash moves
When customers pay you, when you pay staff and suppliers, and where the gaps fall.
- 04
Agree what to fix first
A short list of where money is leaking, in order, agreed with you.
Start here
Bring your last three months of reports to the first call.
04 / Reporting
Four numbers, one version of each.
Illustrative figures
Revenue
$402K this month
Does what we earned match the bank?
Cash flow
13 weeks ahead
How many weeks ahead can we see?
Churn
1.4% monthly
Who is leaving, and what does it cost?
ARR
$4.82M +3.1%
What can we count on, measured the same way?
Where the two meet.
Reporting that updates itself
Management accounts and dashboards that refresh from your own data, so the month-end scramble quietly disappears.
A model you can talk to
Cash flow and scenarios you can question in plain English and rebuild in minutes, not lost weekends.
Decisions, sooner
The numbers, the forecast, and the next actions in one place, ready the moment you need to make a call.
05 / Clients
SaaS and tech businesses I work with.
San Francisco
Dubai
Dubai
Ways to work with me.
01 Monthly retainer The base
Every month
Ongoing, as your fractional CFO.
Regular finance reviews, a rolling cash forecast, KPI reporting and ongoing strategic guidance.
02 Hourly
By the hour
For focused pieces of work.
A model, a board pack, a pricing decision or a second opinion, without a monthly commitment.
03 Project-based
Priced per project
For work with a clear start and end.
A fundraise, a reporting system build, or acting as a project's finance lead from contract to close.
Not sure where the gap is?
That is usually the right place to begin. A short call, no pitch. We work out whether it is a numbers problem, an AI problem, or the bit in between, and where starting would help you most.