Monthly finance review
A structured review of performance, cash, priorities and actions.
Senior finance input without a full-time hire
Bring financial discipline to the decisions that matter.
DebitMark provides structured finance review, forecasting and decision support after the underlying books and reporting process are reliable.
Defined deliverables
What regular advisory looks like.
Frequency and exact format are confirmed in the engagement proposal.
Forecast oversight
A maintained forward view of agreed performance and cash measures.
Decision analysis
Focused analysis for pricing, hiring, spend or other agreed questions.
Working-capital review
Collections, payment commitments and cash risks with owners.
Board readiness
Management information prepared for an agreed stakeholder audience.
Finance roadmap
Practical priorities for people, process, controls and systems.
Scope boundaries
Advisory has limits too.
The engagement proposal is the final source of truth.
- Monthly finance review
- Agreed forecast
- Working-capital oversight
- Decision support
- Finance roadmap
- Fundraising support
- Due diligence
- Interim team management
- System selection
- Transaction projects
- Full-time executive availability
- Investment advice
- Legal responsibility
- Authority to commit funds
- Audit or assurance
What should improve
Senior input where it counts.
The exact result depends on the records, systems and management follow-through.
Better decision context
Commercial choices are reviewed with their cash, margin and risk implications.
Visible follow-through
Actions, owners and dates remain part of the monthly finance review.
Less founder dependence
Priority finance processes become documented and easier to delegate.
The working sequence
How the engagement runs.
Each stage keeps unresolved matters visible, so a later deliverable never looks more certain than the records behind it.
- 01
Stabilise
Confirm that books, close and reporting are dependable.
- 02
Prioritise
Choose the decisions and finance risks that matter now.
- 03
Review
Run the agreed forecast, cash and management discussion.
- 04
Improve
Strengthen the highest-value process and review the next need.
Related thinking
The question behind the deliverable.
Cash visibility
Profit is not cash: building a practical 13-week view for a service business
A short-term cash forecast should show timing, concentration and the actions available to management.
ProfitabilityWhy Gross Margin Matters More Than Revenue Growth
Revenue shows how much the business sold. Gross margin shows how much remained after delivering those sales, which is usually the better signal of whether growth is creating value.
Service questions
Before the work begins.
The written proposal always takes priority over a general website description.
Is this a virtual CFO service?+
It is fractional CFO and advisory support within a written scope. It does not imply full-time executive authority or unlimited availability.
Can we begin directly with this service?+
Yes, if the books and reports are reliable enough. Otherwise, the first phase will stabilise the accounting and monthly close.
How much management time is needed?+
Management still owns assumptions and decisions. We agree the input requirements and review timetable before the engagement begins.
Put a finance view behind your next major decision.
We will review the requirement and reply within one business day. If the work is a good fit, we agree the scope in writing before anything begins.
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