A fixed-scope engagement that rebuilds your financial foundation from the ground up. By day 90, you have clean books, working forecasts, defined KPIs, and real profit visibility.
Ninety focused days is enough to replace financial guesswork with a system you can actually run.
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.
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.
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.
Chart of accounts standardized, transactions recategorised, reconciliations completed, and bank feeds configured for your industry. The foundation everything else builds on.
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.
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.
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.
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.
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.
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.
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.
No more scrambling at payroll time. No more surprise tax bills. The financial chaos is over.
You finally know which jobs are profitable, where cash is going, and what your business is actually worth.
You trust your numbers. Decisions that used to take weeks of stress get made in one conversation.
Money isn’t running you. You’re running it. Profit is protected, cash is planned, growth is deliberate.
A focused, structured sprint that takes you from financial guesswork to a system you can run — in three clear phases.
Weeks 1–4. We audit and clean your QuickBooks, rebuild the chart of accounts for your industry, and get you to a reliable month-end close. First, we make the numbers true.
Weeks 5–8. We install job costing, a working cash flow forecast, your KPI scorecard, and Profit-First cash allocation — the infrastructure your business never had.
Weeks 9–12. We embed the monthly rhythm, document the process, and hand you a system you can actually run — with the clarity to make every decision from data.
Book a free 30–45 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 Cash Flow Clarity Call →We only take on one new client each month.
Straight answers to what business owners ask us most.