You're Drowning in Reconciliation.
YOUR CEO Thinks You Can't Answer Basic Questions.
you're really just stuck using systems you inherited that hide profitability instead of revealing it.
YOUR CEO Thinks You Can't Answer Basic Questions.
you're really just stuck using systems you inherited that hide profitability instead of revealing it.
Every week the CEO or CFO asks profitability questions you can't answer quickly. "What's our margin on Product X for Customer Y?"
Your answer: "Give me 2 days to pull the data." Their thought: "Why can't our controller answer this?"
You spend 30-50 hours monthly reconciling data across systems. QuickBooks doesn't talk to your inventory system. Sales platform data requires manual mapping. Every variance sends you on a detective hunt across spreadsheets.
You look incompetent. Not because you lack expertise—because your systems force you to play data detective instead of providing profit visibility. Meanwhile: Pricing decisions happen on gut feel. Inventory gets ordered blind.
Month-end close takes 8 days when it should take 4. You're working evenings and weekends during close. No time for the strategic work that would prove your CFO-level value. Stuck as "the person who can't answer profit questions fast enough."
30-50 hours monthly reconciling data across systems. 2-3 days to answer profitability questions. Month-end close takes 8-10 days. CEO frustrated with "I'll get back to you" responses. Working nights and weekends during close. Perceived as operational, not strategic.
5-10 hours monthly on data work (80% reduction). Profitability questions answered in minutes. Close completed in 4-5 days. Leading with insights instead of reacting to questions. Evenings and weekends back. Proven value for CFO-level role.
Stop reconciling data manually. Start delivering profit visibility that makes you look like the strategic finance leader you actually are. This isn't about working harder. It's about eliminating the manual reconciliation work that makes you look slow.
You go from "I'll get back to you" to "Here's what the data shows—here's what we should do." That's the difference between an operational controller and a strategic finance leader. You prove strategic value instead of just running reports.
We integrate your systems (QuickBooks, inventory, sales platform, whatever you're using). The 30-90 day data cleanup you'd do manually? We handle it in hours.
You get working profit dashboards—product margins by customer, inventory profitability, variance analysis, the answers you're currently spending days building manually.
You and your team save at least 15 hours in your next month-end close, or you get 100% refund AND keep everything anyway.
We can guarantee this because in 90% of cases, controllers save 20-30 hours in the first close cycle alone.
Keep the dashboards live ($300-600/month based on complexity) or walk away with full refund (no questions asked).
$3,500 for the 14-day sprint. Test this with YOUR data. See results in 14 days. Full refund if it doesn't deliver.
We only take 5 Profit Visibility Sprints per month. This isn't a template—we do the actual work to align your data and expectations with the outputs you need to be the hero in your story.
This month: 3 spots remaining
January is 80% full.
Every month you delay = another month where:
- The CEO questions why you can't answer basic profitability questions
- You work nights and weekends during close
- Strategic opportunities pass you by
- That CFO role stays out of reach
Plus, you have year-end budget to use or lose. After December 31, you're waiting until next budget cycle.
You're right to be skeptical. You probably spent $50K-$100K on a BI tool that required IT support for every change, took 6 months to implement, broke constantly when data formats changed, and leadership stopped using after 3 months. We're different: We focus on answering your actual profit questions, we handle the data integration and maintenance, and you see working profit visibility in week 1. No raw data goes to AI. Every calculation is explainable.
Most dashboard tools require you to do the integration work, data cleanup, and dashboard building. That's why they take months to implement and cost $50K+. We do all that work for you in 14 days. You get working dashboards built specifically for controller workflows—not generic templates you have to customize.
You're right to think that. Most companies' data IS messy. Here's what changes: The 30-90 day data cleanup you'd do manually? We handle it in hours. We connect your systems (QuickBooks, inventory, sales platform, whatever you're using), clean and normalize the data (duplicate detection, missing cost allocation, etc.), and build the dashboards that answer your recurring profitability questions automatically. No raw data goes to AI. Every calculation is explainable. Your fiduciary responsibility stays intact.
At $3,500, this is often within controller approval authority. But if you need CFO/CEO sign-off, we'll give you the ROI calculation: If you save 20 hours in your next close at your fully-loaded cost, this pays for itself in month one. Plus, the ability to answer profit questions in minutes instead of days? That's the strategic value that gets you promoted. We can join your approval conversation if helpful.
Because we do the actual integration work—not hand you a DIY tool. Each sprint requires our team to validate, configure, clean your data, then build your unique dashboards. We cap it at 5 to ensure quality. That's why spots fill fast, especially in Q4 when controllers are planning year-end and annual reviews.
Absolutely. We integrate with QuickBooks, Xero, NetSuite, Sage, inventory systems, and 500+ other platforms. If you use it, we can connect to it. You keep using the tools you're already comfortable with—we just make them talk to each other and give you unified profit visibility.