90 Days to Financial Clarity
A structured engagement that rebuilds the financial foundation of your business from the ground up. By day 90, you have clean books, a working forecast, defined KPIs, and profit visibility for the first time.
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Strategy Without Clean Numbers Is Guesswork
Most advisors want to provide strategy. Matt builds the infrastructure first — because every forecast, every KPI, every growth decision is only as good as the data underneath it. The 90-Day Transformation is where that data gets built.
Day 0 — Where You Are Now:
- QuickBooks is either a mess or produces reports you can’t read
- No budget, no forecast, no month-end close process
- Cash flow timing is unpredictable — good and bad months seem random
- No idea which jobs, clients, or service lines are actually profitable
- Your accountant shows up at tax time and tells you what you owe
- Every financial decision is made on gut feel and hope
Day 90 — Where You’ll Be:
- Clean, standardised books with a working month-end close that runs on time
- A living 6–12 month forecast connected to real data
- Cash flow mapped out weeks and months ahead — no more scrambling
- Job-level profitability on every project — you know where money is made
- 3 KPIs that actually matter, tracked and reviewed monthly
- Profit First accounts protecting your cash automatically
Everything That Gets Built in 90 Days
This isn’t a report. It’s a complete financial system rebuild. Matt goes into your QuickBooks, cleans it up, and hands you a working system you can actually use.
In-Depth Financial Health Assessment
A complete diagnostic of your financial infrastructure. What’s working, what’s broken, and what needs to be built from scratch. This is the roadmap for the entire 90 days.
QuickBooks Audit and Cleanup
Chart of accounts standardised, transactions recategorised, reconciliations completed, bank feeds configured properly for your industry. The foundation everything else builds on.
Month-End Close Process
A documented close checklist, closing cadence, and handoff process so books get closed on time every single month going forward. No more chasing your bookkeeper.
Cash Flow Forecast and Budget
A living 6–12 month projection connected to real data. You stop reacting to cash flow and start planning around it. Know whether you can afford to hire, buy, or invest.
3 KPIs Defined and Tracked
The specific metrics that actually matter for your industry — not vanity numbers. Two financial targets and one process KPI, reviewed monthly and tied to real decisions.
Job and Project Costing Setup
For trades and construction clients: true profitability per project in QuickBooks. You’ll know which jobs make money and which ones quietly drain your margins.
Profit First Implementation
Bank accounts structured, allocation percentages set, and the cash management system installed so profit is protected automatically — not left to whatever’s in the account at month end.
CFO Advisory Sessions Throughout
Strategic conversations throughout the 90 days connecting your numbers to real decisions about hiring, pricing, cash, and growth. This isn’t a set-and-forget — Matt is in the room with you.
How You’ll Feel at Day 90
This isn’t about reports. It’s about the first time you sit down and understand your own numbers — and know exactly what to do with them.
Relief
No more scrambling at payroll time. No more surprise tax bills. The financial chaos is over.
Visibility
You finally know which jobs are profitable, where cash is going, and what your business is actually worth.
Confidence
You trust your numbers. Decisions that used to take weeks of stress get made in one conversation.
Control
Money isn’t running you. You’re running it. Profit is protected, cash is planned, growth is deliberate.
Your Financial System Is Built. Now We Grow.
Ready to Rebuild Your Financial Foundation?
Book a free 30-minute Cash Flow Clarity Call. Matt will listen, diagnose the real problem, and show you exactly what the 90 days would look like for your business.
Book Your Free Clarity Call →