EveryPenny

A CONTROLLED TRANSITION

Building a finance department without hiring one.

We start by mapping how money actually moves through your company. Then we clean up what is behind, build the structure the business now requires, operate it every week, and keep improving it. You keep running the company.

  1. Financial Diagnostic

    Before anything changes, we map how money actually moves through your company and who is responsible for each part of it today.

    We review

    • Current books
    • Bank accounts
    • Credit cards
    • Accounts receivable
    • Accounts payable
    • Payroll
    • Contractors
    • Systems
    • Revenue streams and billing models
    • Projects, contracts, placements, and subscriptions
    • Tax responsibilities
    • Reporting
    • Current close process
    • Controls

  2. Stabilize

    We clear the backlog and close the gaps first. Nothing useful gets built on top of records that do not tie out.

    We

    • Clean up outstanding issues
    • Reconcile accounts
    • Correct workflow gaps
    • Identify missing documentation
    • Establish responsibility

  3. Build

    The finance function gets a defined shape, so the same work happens the same way every month and every number has an owner.

    We put in place

    • Close calendar
    • Chart of accounts
    • Project, customer, contract, and subscription dimensions where applicable
    • Approval rules
    • Billing workflows
    • Payment workflows
    • Reporting
    • Forecasting
    • Management cadence

  4. Operate

    The function runs. Weekly execution, a monthly close on the calendar, reporting that arrives on time, and a forecast that stays current.

    We run

    • Weekly finance work
    • Monthly close
    • Reporting
    • Forecast updates
    • Collections
    • Payment control
    • Management meetings

  5. Improve

    Once the operation is stable, the work moves to margin, pricing, recurring-revenue economics, controls, capacity, and cash—where the financial upside and risk actually sit.

    We work on

    • Margin and unit-economics analysis
    • Recurring-revenue analysis where applicable
    • Process automation
    • Better controls
    • Better reporting
    • Pricing
    • Hiring and headcount models
    • Cash optimization

The first step is a look at how financial responsibility works today.

We walk through your close, cash visibility, billing, receivables, profitability, recurring-revenue economics where applicable, reporting, and who currently owns each responsibility—then identify what is missing.

Book a Financial Control Review

30 minutes. Receive a one-page Finance Function Map within one business day. No obligation.