Series A
B2B SaaS
Executive Summary
SEC.01The Directive
Month-end close was running 17 business days. Investors asked for a financial update on the 5th. The CFO of record was the founder. Every month required two weekends of catch-up.
Forensic Breakdown
SEC.02Phase 01 · Discovery
Tracked every step of the close. Found 11 manual handoffs, 6 of which had no owner. Two were waiting on a single Slack DM that nobody had thought to formalize.
Phase 02 · Quantification
Mapped each handoff to a day. The close wasn't slow because of any single bottleneck — it was slow because every step waited for the previous step's email reply.
Phase 03 · Resolution
Rewrote the close as a checklist with named owners and SLAs. Killed two unnecessary handoffs entirely. Bookkeeper now closes by day 5 without a single Slack escalation.
Outcomes
SEC.03Close in 5 Days
Down from 17. Investor update lands on time, every month.
Owners Named
Every step has a name and a deadline. No more orphaned handoffs.
No New Tools
Same QuickBooks, same Stripe, same bookkeeper. Just better wired.
Founder Weekends Back
Zero month-end weekend work since the rebuild.
Want your close in 5 days?
Two hours of your time. Two weeks to a real plan.