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FOR CFOs AND HEADS OF FINANCE

Month-end chaos,
brought to order.

Your close, payables, tax and reporting, run inside your systems. A CPA signs off. You get your month back.

SCROLL

Not outsourced bookkeeping. The finance function you would build with three more hires.

01THE CLOSE

Closed by day two. Signed off by day five.

Reconciled as inputs land, not in a scramble at month-end.

Animated timeline: inputs land on day 0, are reconciled on day 1, the month is closed on day 2 and signed off by a CPA by day 5, while the old eighteen-day close is struck out.
MONTH-END CLOSE →
02THE BOOKS

Every account reconciled. Nothing in suspense.

Exceptions explained, differences to zero, every month.

Animated reconciliation: bank amounts are matched to ledger amounts one by one, two exceptions are explained and corrected, and the difference counts down to 0.00.
HOW THE CLOSE RUNS →
03CASH

Collections on a cadence. Payments timed to cash.

Aging that goes down instead of being discovered.

Animated receivables aging: a collections cadence drains the 31-60, 61-90 and 90+ buckets, cash collected rises and DSO falls from 61 to 38 days.
PAYABLES & RECEIVABLES →
04TAX

Filings that land before the deadline.

US state sales tax, GST/HST and corporate tax, prepared from a clean close.

Animated filing calendar: US state sales tax, GST/HST and corporate tax filings slot into their deadlines ahead of the moving 'today' line, with zero late filings.
SALES & CORPORATE TAX →
05THE GROUP

Three entities. One set of numbers.

Intercompany agreed, eliminations posted, consolidated with the close.

Animated consolidation: three entities with intercompany flows; the flows are eliminated and the entities merge into one consolidated group.
MULTI-ENTITY →
06THE BOARD

A pack the board can act on.

P&L, balance sheet, cash flow, KPIs and a live forecast, delivered with the close.

Animated board pack: P&L, balance sheet, cash flow, KPIs and forecast stack into a pack delivered on day 2, next to a cash chart whose actuals turn into a forecast with a runway marker.
REPORTING & FORECASTING →
THE MANDATE
TWO-DAY CLOSEi PAYABLES & COLLECTIONSii SALES TAX & CORPORATE TAXiii MULTI-ENTITY CONSOLIDATIONiv CASH, FORECASTS & BUDGETSv BOARD & MANAGEMENT REPORTINGvi FINANCIAL CONTROLSvii
Fixed monthly scope, no hourly billing. You keep strategy, the board, and the final say.
RESULTS
CONVERSATIONAL AIA weeks-long close, cut to two working days. Multi-entity, consolidated.
HVAC GROUPThe finance function rebuilt. Cash released from working capital.
COLLECTIBLES RETAILA clear operating model. 3× expansion in a single quarter.
A two-day close.
Filings on time.
Numbers the board trusts.
Your month, back.
HOW TO START

Start with a process review.

Not a sales call. A working session on how your finance processes actually run.

01WALK US THROUGH ITThirty minutes on how your close, reporting, payables, collections and tax run today.
02WE TELL YOU WHERE THE LEVERAGE ISWhat is working, what is costing you, and what we would change first.
03WRITTEN READ-OUT, THEN A SCOPEA fixed-scope proposal within 48 hours. We usually start from the next month-end.

Questions first? Read the FAQ.

Email us to set up a process review. Bring your last close and your reporting pack.

Email us to set up a process review
HI@SOLVEBOOKS.COM