The framework
The Clarity-to-Cash Framework — Three phases. One financial foundation.
Phase 01
Clarity
GL review, costing analysis, variance analysis, inventory accuracy, job costing and WIP review, cash conversion cycle mapping, ERP and data integrity review.
Outcome: Accurate numbers and financial visibility.
Phase 02
Alignment
Costing rebuild, material consumption processes, inventory process improvement, finance-to-operations workflows, internal controls, capacity and scheduling alignment, pricing alignment.
Outcome: Operations and finance work from the same reality.
Phase 03
Cash
Cashflow forecasting, working capital optimization, inventory reduction opportunities, AP and AR strategy, margin improvement, KPI reporting.
Outcome: Improved cashflow and profitability.
Engagements built for the places where financial reality meets operational work.
Offer 01
Financial Operations Diagnostic
Comprehensive review delivering a written findings report and prioritized action plan.
Investment: $3,000 to $5,000 per project.
Offer 02
Financial Operations Cleanup and Integration plus AI Systems Build
Hands-on rebuild plus custom AI tools built and handed over at close, scoped per client.
Investment: $7,500 to $20,000 per project.
Offer 03
Operational Finance and Cost Improvement
For businesses where numbers and operations tell two different stories.
Investment: $5,000 to $15,000 per project.
Offer 04
Working Capital Optimization and CFO Support
Ongoing monthly engagement for businesses ready to manage cashflow, margin, and financial operations with steady support.
Investment: $4,000 to $8,000 per month.