The 5-Day Close Stack
Twelve pains. Twelve fixes. One five-day close.
Every slow close hurts in the usual spots. Here's how to fix each one.
The outcome
Your books close in five business days or less, every month, and there are no more workbooks that take forever to make.
The stack.
Each fix solves one specific close pain. Put them all in place and the 5-day close isn't a stretch goal, it's just how your month works, quickly and autonomously.
01
The pain: "These complicated calculations take real time every month."
Workbook-to-Code
Your monster workbooks, the ones only one person understands, converted to code that runs in minutes instead of hours. QA'd before deploy, documented, handed off.
Done looks like: the calculation that took a few days now runs in a few minutes, and it's locked down.
02
The pain: "My team doesn't know how to do any of this with AI."
Finance Automation 101
The foundation course plus hands-on adoption sessions on your team's actual processes, with coaching and review of every change they implement. Training continues until they're executing at champion level.
Done looks like: a team that builds and maintains automations without you or me.
03
The pain: "I don't have engineers to spare."
Zero Eng Required
Your systems connected to your ERP for clean data flow, without touching the engineering backlog. I build the pipelines and integrations myself, so finance stops waiting on next quarter's sprint.
Done looks like: connected systems and clean data, and your eng team never got a ticket.
04
The pain: "We're too busy during close to change the close."
Change Without Downtime
Everything gets built in the background while your team closes as normal. Nothing switches over until it's tested against a real month.
Done looks like: the new close goes live without a single missed deadline on the old one.
05
The pain: "We don't have the bandwidth to get any of this done."
Bandwidth on Demand
This is what the delivery model solves. Pick how much of the work I take off your plate, from teaching your team the fixes to putting every one of them in place myself while your team keeps closing.
Done looks like: the stack gets built while your team keeps the trains running.
06
The pain: "Cash matching and bank recs eat the first days of every close."
Cash Matching Agent
An AI agent that matches transactions across every bank account by your rules, with AI identifying the odd ones out. Your team reviews exceptions instead of preparing recs. This is an easy win you should be getting now.
Done looks like: cash matched daily, all bank recs complete by Day 1.
07
The pain: "We're always missing receipts and chasing people down."
Receipt Agent
An agent that logs into your vendor portals, pulls the receipts and invoices, and files them into your system automatically. Corporate card feeds wired in and cardholder nudges handled too. You stop being the receipt police.
Done looks like: receipts in and coded by Day 2 without a single manual chase.
08
The pain: "A/P isn't synced or approved when we cut off, and A/P accruals are a guessing game."
A/P Mastered
Your entire A/P process, mastered: invoices coded correctly, approvals routed automatically, A/P accruals calculated on their own, and the A/P agent deployed to keep it all running. A/P becomes a breeze.
Done looks like: A/P cutoff and accruals done by Day 2, right numbers, no scrambling.
09
The pain: "A/R isn't reconciled or synced with billing."
A/R Tie-Out
Billing system to GL reconciliation that runs automatically, including deferred revenue schedules converted from spreadsheet to code.
Done looks like: A/R and deferred revenue tied out by Day 2, every month.
10
The pain: "Payroll takes manual work, and stock comp and software cap are always a scramble."
Payroll + SBC + IDS Capture
Payroll journal entries imported and mapped automatically from your payroll provider. Stock-based comp calculated straight from cap table exports, and internally developed software capitalization calculated from payroll and engineering data instead of a hand-built model.
Done looks like: payroll, SBC, and IDS booked by Day 2 with zero rekeying.
11
The pain: "The P&L takes forever to produce and it's always the last thing done."
Automated Financial Reporting
Financial statements and your board reporting package generate themselves the moment the ledger is closed. Formatted, tied out, tailored to your company.
Done looks like: full financials and board package on Day 5, not Day 15.
12
The pain: "What happens to all this when the consultant leaves?"
Built to Hand Off
Every automation documented, every process trained into your team, everything owned by you. No black boxes, no consultant dependency, no license fees that outlive the engagement.
Done looks like: I leave, and everything keeps running like I never did.
One stack. Three ways to put it in place.
Every fix above is available in each delivery mode. The stack doesn't change. Who does the work does.
| Mode | How it works | Right for |
|---|---|---|
| How-ToPlaybook / Roadmap | I hand your team the exact playbook for each fix and coach them through putting it in place on your processes. | Teams with bandwidth and motivation who need the knowledge. |
| BlendedLaunch | Your team runs the process changes. I personally build the technical ones: the workbook conversions, pipelines, and automations. | Teams with capacity but not the engineering firepower. |
| Full-ServeClose | I put the entire stack in place and close the books alongside your team while doing it. Zero effort from your team, all of the results. | Leaders who want it done fast, done right, and done for them. |
One requirement: How-To and Blended modes need full participation from your team, because your team is doing part of the work. Full-Serve doesn't, I handle everything. Either way, the fixes only work once they're put in place.
See how the stack gets delivered.
Four engagement tiers, from how-to coaching to full-serve. Every tier draws from the same twelve fixes.
View pricing