The Finance Diagnostic.Written findings. Monday-ready.
Built for operators in manufacturing, semiconductors, technology, SaaS, payments, and hospitality. We come in, look at the books, the systems, and the people — and hand back a document the CFO can execute against.
Industries we've actually closed books in.
Manufacturing & Semiconductors
Standard costing, WIP, fab yield accounting, inventory NRV, capex pacing.
Technology
Hardware/software revenue split, BOM costing, deferred revenue, R&D capitalization.
SaaS
ASC 606 for usage + tiered + overages, ARR vs revenue, CAC payback, IPO readiness.
Payments
Interchange and net settlement, chargeback reserves, FBO accounts, money-movement controls.
Hospitality & Theme Parks
Unit economics, four-wall margin, ticket-deferral, gift card breakage, labor scheduling.
Six artifacts. Not a slide deck.
Every deliverable is something a controller or audit partner could pick up and use without a translator.
- Top 5 financial-reporting risks ranked by audit/board exposure
- Close calendar redesign — days-to-close target and what's blocking it
- Revenue recognition memo specific to your contracts
- Cost accounting / unit economics teardown with the actual numbers
- System & data-flow map (ERP, billing, POS, payment processor → GL)
- 12-month roadmap with sequencing, owners, and cost
No discovery theatre.
Days 1–3
Intake & data pull
Trial balance, last two closes, revenue contracts, system architecture, org chart. NDA on day one.
Days 4–9
Working sessions
Four to six 60-minute sessions with controller, FP&A lead, RevOps, and the system owner. No fluff workshops.
Days 10–14
Findings & roadmap
Written deliverable, 20–30 pages. 90-minute readout with the CFO and board chair if relevant.
Bring us your hardest finance question.
IPO readiness, ERP migration, restatement risk, a system that doesn't tie to the GL, a board that wants better numbers. Two weeks from now, you'll know exactly what to do.