We install lender-ready reporting, 13-week cash flow forecasting, and facility utilization structure — done for you, in one focused sprint.
Designed for founders and finance leaders planning a raise, refinance, or new facility in the next 3–6 months.
Limited implementation spots each month to protect quality and turnaround time.
Built for serious operators: $1M–$20M+ revenue, actively preparing for bank conversations — no webinars, no courses, just done-for-you execution.
Strong narratives and growth stories only work when they’re backed by disciplined reporting, defensible forecasts, and clear facility logic. Most otherwise healthy businesses stall here.
The result: slower approvals, smaller facilities, or deals that never make it out of credit committee.
The most common financing weaknesses we see:
The Finance Sprint is designed to close these gaps before you sit down with your lender.
A lender-ready finance pack that lets banks underwrite you faster and with more confidence.
Everything is delivered in a format your lender can use immediately — not theoretical templates or slideware.
Three tightly run phases over approximately 30 days. You stay focused on the business; we make the numbers bank-ready.
Step 1
We review your existing reporting, QuickBooks setup, and financing objectives. Within days you receive a gap analysis focused on lender expectations.
Step 2
We build or refine your KPI pack, cash flow model, and facility utilization schedule directly in your existing stack, anchored in conservative assumptions.
Step 3
We craft the lender-ready executive summary and talking points that connect your strategy, risks, and numbers into one coherent story.
The Finance Sprint is intentionally narrow. It’s designed for operators who are already running a business — not for early-stage experiments.
We sit at the intersection of technical accounting, conservative financial modeling, and practical banking reality. Our work lives inside the QuickBooks ecosystem so your team can actually maintain it after the sprint.
We prioritize clarity over complexity, conservative assumptions over optimism, and lender alignment over storytelling. The goal is simple: help strong businesses clear credit committee with fewer surprises.
What this means for you:
No hype. No financial theater. Just disciplined, lender-ready numbers.
A focused, implementation-first engagement — not a course, and not an open-ended advisory retainer.
The sprint is designed around the QuickBooks ecosystem because that’s where most lenders are most comfortable and where your internal team can maintain the work. If you’re on another system but open to migrating, we can factor that into the scope. If you require a different GL long term, we’ll discuss fit on the application call.
Messy books are common. The key question is whether we can rely on your underlying data within the sprint timeline. We’ll assess this during the diagnostic. If fundamental clean-up is required first, we’ll either sequence that separately or point you to a bookkeeping partner before we proceed.
Thirty days is the target for a standard sprint with a responsive client team. In practice, the pace is driven by how quickly we receive information and feedback. We’d rather ship something your lender can trust than hit an artificial date, but we do structure the work to move fast.
We can support lender conversations as part of the sprint where helpful — for example, to walk through models or assumptions. Our primary responsibility, however, is making sure your internal team is fully prepared to own the narrative and answer detailed questions.
The application call is not a sales pitch. We’ll review your current reporting, your financing goals, and your timing. The outcome is binary: either we’re confident a sprint will materially improve your lender readiness, or we’ll decline and suggest alternatives.
Share a concise picture of your business, your financing goals, and your timing. We review every application to confirm fit before scheduling a working call.
Spots are intentionally limited to protect depth of work and turnaround times.
Tell us about your company, current revenue, accounting setup, and financing plans for the next 3–6 months.
By submitting, you’re applying for a working engagement, not a newsletter or webinar list.