Service 03 · $680
See clearly how your billing,
recognition, and reporting fit together
A focused, one-time review of how your finance operation connects end to end — with straightforward suggestions on what to tidy, and nothing pushed that doesn't genuinely help.
The Promise
A clear picture of how your finance flow actually works
Most SaaS finance operations weren't designed from scratch — they grew. Billing tools were added when needed, bookkeeping was set up when there was time, and reporting happened when someone asked for it. The result is often a process that works well enough, but with gaps, inconsistencies, or inefficiencies that are hard to see from inside it.
This review gives you an external perspective on how the pieces connect — and a clear, proportionate view of what's worth addressing and what isn't.
Honest assessment
A clear view of where the flow works and where it creates friction — without inflating the findings.
Proportionate suggestions
We recommend only what genuinely helps at your stage. No padding the scope with things that don't matter yet.
Actionable output
A written summary you can act on — or share with whoever handles your finance going forward.
The Problem
Finance processes that grew organically tend to have quiet friction points
When billing, recognition, and reporting each developed at different times, they rarely fit together as cleanly as they would if designed together. Data moves between systems in ways that aren't always visible. Manual steps get added to patch gaps. Reports take longer to produce than they should because something upstream isn't quite right.
None of this tends to feel urgent — until it does. A fundraise, a new hire asking for clean numbers, or a billing change that ripples through everything unexpectedly will surface the gaps quickly.
A review at the right moment means you understand what you have before something external forces the question.
Signs a review might be useful right now
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You're preparing for a fundraise and want your financials to hold up to scrutiny
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Month-end close takes longer than it feels like it should, and nobody's sure why
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You're handing off finance to a new person and want to document and tidy the process first
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Your billing setup has changed and you're not certain how that flows through to your books and reports
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You have a general sense the finance operation could be cleaner, but no clear view of where to start
The Solution
A structured review across billing, recognition, and reporting
We look at how your finance operation works end to end — not just individual parts in isolation — and identify where the connections are working well and where they're creating unnecessary friction or risk.
Billing setup review
How your billing tool is configured, how upgrades and cancellations are handled, and whether the data it produces is reliable as a starting point for your books.
Recognition policy assessment
Whether revenue recognition is being applied correctly across your contract types, and whether the approach is consistent with how your business model actually works.
Close process review
How the month-end close runs — which steps are manual, where time is spent, and whether there are structural improvements that would make it more predictable.
Reporting flow assessment
Whether your financial reports and metric reports are produced from a consistent, reconciled source — or whether they require manual reconstruction each time.
Gap and risk identification
Areas where the current setup creates unnecessary risk — whether from incorrect recognition, data inconsistencies, or processes that depend too much on a single person's memory.
Written recommendations
A clear summary of what we found and what we'd suggest — prioritised by what actually matters, with honest notes on what you can safely leave for later.
The Experience
A focused engagement with a clear deliverable at the end
This is a one-time review, not an ongoing engagement. It has a defined scope, a clear timeline, and produces something you can act on.
Initial conversation
We spend 30–45 minutes understanding your current setup — billing tools, bookkeeping approach, how reports are produced, and what feels most uncertain to you.
We review the relevant materials
Access to a recent month's financials, your billing configuration, and any existing metric reports. We work from what you have — there's no requirement to prepare anything new.
We produce the review
A written document covering what we found across billing, recognition, and reporting — with proportionate suggestions and honest notes on priority.
Walkthrough and questions
A follow-up call to walk through the findings together, answer any questions, and make sure everything in the document makes sense before we close out.
The Investment
$680, one time
A flat fee for the complete review — initial conversation, materials review, written findings, and walkthrough call. No hourly tracking, no scope creep, no ongoing commitment required.
For businesses preparing for a fundraise, a new hire, or a billing change, this is typically a straightforward investment — the cost of not knowing tends to be higher.
Ask about the reviewWhat's included
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Initial 30–45 minute setup conversation
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Review of billing configuration, recognition approach, close process, and reporting flow
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Written findings document with prioritised, proportionate suggestions
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Identification of gaps, risks, and areas of unnecessary friction
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Walkthrough call to go through findings and answer questions
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No ongoing commitment — the review stands on its own
The Approach
What makes this review useful rather than generic
Finance operations reviews can range from genuinely useful to a document that sits in a folder and changes nothing. Ours are built to be the former — by being specific, honest, and proportionate to where you actually are.
Specific to your setup
We review what you actually have — not a template of what a SaaS finance operation should look like. The findings reflect your billing tools, your contract types, and your current process.
No inflation of findings
If your setup is largely sound, we'll say so and note the smaller things worth tidying. We don't manufacture problems to justify the engagement or create a path to more work.
Written to be acted on
The output is a clear document, not a slide deck full of frameworks. Each finding has a plain-language explanation and a concrete suggestion — nothing vague.
Our Commitment
We only suggest this if it genuinely fits what you need
Before anything is agreed, we have a short initial conversation. If a full review isn't warranted — because your setup is already clean, or because a different service would serve you better — we'll say so and point you in the right direction.
There's no pressure to proceed, and no commitment required from the initial conversation.
What you can count on
- No-obligation initial conversation before any commitment
- Flat fee — the $680 covers everything, with no additions
- We'll tell you if the review isn't warranted for your current situation
- No ongoing services pushed unless you ask about them
Next Steps
From first message to written findings in a few weeks
The review is a contained engagement. Here's how it runs from start to finish.
Send us a message
A line about where you are and what prompted you to look at this. No preparation needed — just reach out.
Initial conversation
We spend 30–45 minutes on a call to understand your setup and confirm the review makes sense. No commitment at this stage.
Review and findings
We review your materials and produce the written document — typically within two weeks of receiving everything we need.
Walkthrough call
We go through the findings together, answer any questions, and you leave with a clear picture of what to address and in what order.
Ready to talk?
Let's start with a conversation about your setup
If you're not sure whether a review is what you need, that's fine — a short conversation is usually enough to find out. No commitment, and we'll be honest about whether this is worth your time.
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