Finance Ops & Systems

Build finance operations that scale

Transform chaotic spreadsheets into streamlined systems. We help you implement processes, tools, and controls that grow with your business.

The Challenge

Manual finance processes don't scale

What worked at 5 people won't work at 50. Build the right foundation now.

Messy books

Transactions in the wrong accounts, duplicate entries, and reconciliation nightmares make it impossible to understand your financial position.

Slow month-end close

Taking 2-3 weeks to close the books means you're making decisions based on outdated information. Investors hate it.

Disconnected systems

Manual data entry between Stripe, Xero, and spreadsheets creates errors and wastes hours every week.

What We Build

Scalable finance operations

Systems and processes that work from $0 to $10M ARR and beyond.

Monthly Close Process
Standardized close checklist and timeline
Bank and credit card reconciliations
Accruals and prepayments management
Monthly financial statements within 5 business days
Chart of Accounts Setup
Industry-standard account structure
Department and class tracking setup
Expense category optimization
Account mapping and migration
Billing & Collections
Automated invoice generation and delivery
Payment terms and collections workflow
AR aging analysis and follow-up
Revenue recognition basics (cash & accrual)
System Integration & Automation
Xero/MYOB Advanced setup and optimization
Stripe, PayPal, and payment gateway integration
Bank feed and expense automation
Reporting dashboard setup

Implementation

Your 90-day finance ops transformation

From chaos to clarity in three months.

Month 1
Foundation
Current state audit
Chart of accounts redesign
System selection (Xero/MYOB)
Process documentation
Month 2
Implementation
System configuration
Integration setup
Data migration and cleanup
Team training
Month 3
Optimization
First full monthly close
Automation fine-tuning
Reporting dashboard live
Ongoing support handover

Technology

We work with the best finance tech

Platform-agnostic advice based on your needs, not our preferences.

Accounting

Xero, MYOB Advanced, QuickBooks Online, NetSuite

Payments

Stripe, PayPal, Square, GoCardless, Wise

Expense Management

Expensify, Xero Expenses, Dext, Receipt Bank

Reporting

Google Sheets, Excel, Fathom, Spotlight Reporting

FAQs

Common questions about finance ops

Ready to build scalable finance ops?

Book a 15-minute consultation to discuss your systems and processes.

Book a consultation