You're flying the plane and reading the instruments at the same time.
Your books are up to date. Compliance is handled. But when it's time to make the real call - hire or wait, spend or hold, push or pivot - you're still going on gut.
We fix the instruments. So the calls you make are calls you can back.
Numbers you actually trust, on the day you need them
The three or four KPIs that move your business - not twenty
A board or investor update that takes an hour, not a weekend
15+ yrs
serving founder-led businesses
$2M–$20M
typical client revenue
US · India
mix-shore delivery
The Founder's KPI Starter Pack
The KPIs every founder and owner should be watching - and the ones most finance decks get wrong. Built by CFOLogic advisors.
The books are closed. The questions aren't.
Someone is doing your bookkeeping. Someone is filing your returns. And yet every Monday, you still walk into the week with the same nagging feeling - that you don't really know what the numbers are telling you.
The MIS arrives late. And when it does, you don't trust it.
Reports show up the third week of the month, for the month that's already gone. Half the numbers don't reconcile with what you're seeing in the business. You stop reading them.
Big decisions still come down to gut.
Hire or hold? Push into the new market or not? Raise prices or wait? You ask for the data. You get a spreadsheet. You close the spreadsheet and decide anyway - because the data didn't actually answer the question.
The investor update eats the weekend.
Or the bank report. Or the board deck. Pulling numbers from four places, re-doing formulas, second-guessing every figure the night before it goes out. Every month. Still.
Everyone's tracking something. No one's tracking the right thing.
Your team has dashboards. Lots of them. Revenue, traffic, pipeline, tickets, hours. Nobody can tell you the three numbers that actually predict what next quarter looks like.
The MIS arrives late. And when it does, you don't trust it.
Reports show up the third week of the month, for the month that's already gone. Half the numbers don't reconcile with what you're seeing in the business. You stop reading them.
Big decisions still come down to gut.
Hire or hold? Push into the new market or not? Raise prices or wait? You ask for the data. You get a spreadsheet. You close the spreadsheet and decide anyway - because the data didn't actually answer the question.
The investor update eats the weekend.
Or the bank report. Or the board deck. Pulling numbers from four places, re-doing formulas, second-guessing every figure the night before it goes out. Every month. Still.
Everyone's tracking something. No one's tracking the right thing.
Your team has dashboards. Lots of them. Revenue, traffic, pipeline, tickets, hours. Nobody can tell you the three numbers that actually predict what next quarter looks like.
Clean books keep you compliant. They don't help you decide.
Bookkeeping, compliance, a monthly P&L - these are the basics. You need them. They keep the business in order. But they don't fix the thing that's actually keeping you up at night: you still can't see your business clearly enough to run it with confidence.
Clean records. Compliance handled.
Clean records. Compliance handled.
Good hygiene. Keeps the business in order. Tells you what happened, after it happened.
Monthly books closed on time
Tax returns filed, GST reconciled
Payroll processed, vendors paid
A P&L and balance sheet, once a month
A spreadsheet that's called a "dashboard"
The view that actually changes how you decide.
The view that actually changes how you decide.
Clear numbers, the right few, in your hands, when you need to decide. Not a report you read once a month - a way of running the business.
A one-page view of the business you'd show anyone, anytime
The 4–6 KPIs that actually move your outcomes
Cash runway and burn, updated weekly - not guessed at
A forecast that flexes when the business flexes
Scenario models for the calls you're actually losing sleep over
We've sat in your seat. And across the table.
Bookkeeping, compliance, a monthly P&L - these are the basics. You need them. They keep the business in order. But they don't fix the thing that's actually keeping you up at night: you still can't see your business clearly enough to run it with confidence.
For 15 years, we've built finance functions for founders who raised, owners who built from scratch, and leadership teams who outgrew their spreadsheets. We're not here to replace your bookkeeper. We're here to do the thing your bookkeeper was never meant to do - help you see the business and decide with confidence.
15+
years building finance functions for founders and owners
40+
finance professionals across the US, UK, and India
$10M-$75M
revenue range where we do our best work
0
tools to buy. We bring the people and the system.
How we work with you.
Short diagnostic
Design the view
Run with you
Stay ahead
What Monday morning looks like, six weeks in.
Not a magic trick. Not a new tool. Just the boring, powerful shift of having the right numbers in front of you before the meeting - not after it.
You open one page. You know where you stand.
Cash, runway, revenue, the KPIs you care about. All in one place. Updated. Trusted. No second-guessing.
Big decisions have a number attached.
"Should we hire?" becomes a question with a model behind it. "Should we push into that market?" becomes a scenario, not a coin flip.
The investor update takes an hour.
Because it's built off the same numbers you already look at. Not a side project you rebuild every month from scratch.
Your finance team stops firefighting.
They close the month on time because the system is built for it — not because someone pulled an all-nighter.
You stop apologizing for the numbers.
In board rooms. On investor calls. In front of your own team. The numbers are clean. You know them. You own them.
You sleep better. Genuinely.
Not because everything's good. Because you can see what's good, what's not, and what to do about it. The uncertainty is gone, even when the challenge isn't.
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I didn't need another report. I needed someone who'd already seen the movie, would tell me what was coming in act three, and help me decide what to do about it.
If the buck stops with you, the numbers should too.
Start with the KPI Starter Pack. Or book a 30-minute conversation with an advisor - no deck, no pitch, just your business and our questions.
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