13+
Years as a CFO
Startups through to enterprise
$650M
Revenue organization
Finance owned end to end
19
Person finance team
Built, hired and led
MBA
UCLA Anderson
BS Finance, USC
Why this exists
Owners don’t need more reports. They need clarity.
You are not short of data. There is a bookkeeper, a ledger and a dashboard someone set up two years ago. What is missing is someone who reads all of it and tells you what it means: this is the constraint, this is what it costs, this is the decision in front of you this month.
I think that is a right rather than a luxury — every owner should be able to see their own business clearly enough to act on it. Everything below is how.
How it works
Clarity isn’t a deliverable. It’s a sequence.
Five steps, in this order, every time. Nothing can be modelled before the books are clean, and nothing is worth watching before it is modelled.
Weeks 1–2 · Step 1 of 5
I audit the books and clean them up. You get a written read on what is true, what is broken and what it is costing — before anything changes.
What gets built
Your numbers as they are this morning, not as they were last month.
Wired straight to the bank, the books and the systems you already run on. The figures below are invented; the software is not.
Every bank account and card in one place, with the balance that matters — cash less what you owe on cards — and where it has been going.
Live demo
Treasury
The real interface, running. Opens full screen — turn your phone sideways, or let the page do it for you.
Book a Meeting
Pick a time.
Tell me what you are trying to figure out, and I will tell you what I would do about it.
Prefer to write first? brad.phillipi@gmail.com