Inside Every Monthly Pack
Three pages, zero jargon. If a line needs explaining, your specialist explains it on the call.
- Profit snapshotIncome vs spend, margin trend, and what moved it.
- Cash outlookWhat is coming in, what is going out, and the cushion left.
- Balance in briefOwed, owing and owned — summed up in six lines.
- Next-step noteTwo or three suggested moves, ranked by impact.
From Raw Ledger To Clear Read
- 1
Close the month
Books reconciled and locked, so every figure that follows is final.
- 2
Draft the story
A specialist turns totals into charts, comparisons and plain notes.
- 3
Walk through together
A 30-minute call covers what changed, what it means, and what to do.
Honest Answers, First
I never studied finance. Will I follow these?
That is exactly who they are written for. Our statement explainer shows the tone: everyday words, worked examples, no acronyms left hanging.
Can reports go to my bank or investors?
Yes — lender-ready and investor-ready formats are included, as one turnaround client used to win fresh backing.
How fast do packs arrive?
By the 10th working day after month-end, with the walkthrough call booked the same week.
Can I add forecasting?
Quarterly cash outlooks and growth check-ups sit in Enterprise ($199). Ask us which tier fits your stage.