Ongoing Financial Clarity
Accurate Numbers. Full Compliance. Month After Month.
Our Solutions
Core Service | Long-Term Partnership
This service includes ongoing oversight of financial system reliability, including inventory and eCommerce data — but does not include system implementation or project work.
Your Business Is Running — But Your Numbers Feel Unsettled
As a product-based business grows, financial stress usually doesn’t come from sales —
it comes from unclear, unreliable monthly numbers.
Most $1M–$3M+ businesses struggle with:
Bookkeeping always behind
Payroll, super & compliance pressure
Inventory not matching Xero
BAS prepared last minute
No confidence in monthly reports
Admin staff unsure what “right” looks like
👉 Ongoing Financial Clarity is designed to stabilise your entire financial system — every single month.
What Is Ongoing Financial Clarity?
Ongoing Financial Clarity is our core monthly finance management service.
We take full responsibility for:
Your bookkeeping accuracy
Payroll & compliance obligations
Inventory and system alignment
Monthly financial reporting
Supporting your admin team
So your numbers stay clear, compliant, and dependable — without constant chasing or stress.
WHAT’S INCLUDED
1️⃣ Monthly Bookkeeping & Compliance Control
We manage all essential monthly finance tasks to keep your business compliant and accurate.
Includes:
Monthly bookkeeping & transaction review
Bank, credit card & loan reconciliations
Payroll processing & STP checks
Superannuation & PAYG checks
BAS / IAS preparation & lodgement
GST coding accuracy review
Outcome:
✔ Compliance handled
✔ No last-minute panic
✔ Numbers you can trust
2️⃣ Structured Month-End Close
We follow a controlled month-end close process — not ad-hoc bookkeeping.
Includes:
Automated month-end checklist
Dual-review reconciliation process
Draft Profit & Loss & Balance Sheet
Accuracy checks across AR, AP & GST
Identification of anomalies or errors
Outcome:
✔ Reliable month-end
✔ Consistent financial rhythm
✔ No guessing if reports are “right”
3️⃣ Inventory & System Reconciliation (Foundation Level)
We ensure your systems stay aligned — especially inventory-based operations.
Includes:
Inventory reconciliation (Xero + Cin7 / Unleashed)
Inventory opening balance corrections
COGS accuracy checks
Shopify / Shop line / payment gateway reconciliation
Inventory-related general ledger adjustments
Outcome:
✔ Inventory matches accounting
✔ Accurate COGS
✔ Systems that don’t fight each other
4️⃣ Admin Team Support & System Stability
We support your internal team so processes stay consistent — even as your business grows.
Includes:
On-demand admin accounting support
Xero & system troubleshooting
Admin training (practical, role-based)
SOP refinement for daily finance processes
Outcome:
✔ Confident admin team
✔ Fewer errors
✔ Less reliance on the business owner
5️⃣ Monthly Management Reporting (Clarity Level)
We provide clear monthly reports focused on understanding — not overwhelm.
Includes:
Monthly Profit & Loss
Cashflow snapshot (current position)
Basic margin overview
Notes on key movements or risks
Outcome:
✔ Clear visibility
✔ No report confusion
✔ A solid base for future decisions
WHO THIS IS FOR
This Service Is Ideal If You:
Run a product-based business ($1M–$3M+)
Want stable, accurate monthly numbers
Need reliable compliance & payroll support
Have inventory, systems, and admin complexity
Want peace of mind before focusing on growth
What You Gain with Ongoing Financial Clarity
Accurate numbers — every month
Stress-free BAS, payroll & compliance
Aligned systems (Xero, inventory, eCommerce)
A supported admin team
Confidence in what your numbers are saying
This is the financial foundation your business needs before scaling.
➡ When your numbers are stable, you’re ready for Growing Decision Lab.
Important Boundaries
This service is:
Ongoing and structured
Designed for long-term clarity
Delivered through clear processes and expectations
This service is not:
Ad-hoc troubleshooting
One-off fixes
Technical system setup or implementation work
Clarity comes from structure — not urgency.
Where This Fits in the Bigger Picture
Most clients enter this service after completing
👉 Chaos to Control
As the business grows, some clients later add:
👉 Growth Decision Lab (for high-stakes decisions)
👉 Systems & Growth Projects (optional, project-based support)
Ready to Move Forward with Confidence?
If you’re looking for reliable monthly control and confident decision support, the first step is a conversation.
👉 Book a free 30-minute Discovery Call
We’ll help you confirm whether this service is the right fit — clearly and honestly.
Get Your Monthly Financial Control Quote
A clear, well-managed monthly financial system
is the foundation of a scalable product business.