Cleaning Up Financial Chaos for a £1.7m ARR Software Company

Financial metrics weren't accurate. Annual recurring revenue included one-off income and even duplicate entries. Revenue wasn't accrued consistently across cycles, which made it hard to explain performance over time. The company was growing 50% YoY, but the MRR schedule was unreliable. Yet, that was the key number they had to report to investors.

“Half the time before a board meeting goes into just getting the numbers to match - it's stressful and makes us look unprepared.”

• Restructured the financials and chart of accounts so revenue, costs, and margins were tracked accurately
• Built a consistent, board-ready monthly report format that covered both financial and non-financial data
• Connected Excel to key tools (CRM, HR, usage tracking) to pull relevant data without extra manual work
• Created one version of the truth - a single source founders and board members could trust

We now run a monthly call to walk through the report, explain what's changed, and prepare for the board meeting together. The board has more confidence. The founders have more time.