The context
How you earn revenue, what drives costs, how KPIs are defined, and which assumptions the forecast uses.
How it runs
Automate the repetition.
Keep the reasoning.
The aim is a finance process your business can understand, repeat, and maintain. It combines working files, configured tools, and an accountable finance lead.
The workflow
Agreed inputs, checks, calculations, and report assembly. Suitable steps can run on a configured schedule.
The judgment
Investigate exceptions, interpret performance, and bring a recommendation. Unresolved gaps stay visible.
The folder you keep
Your finance process,
written down.
Definitions belong beside the work. Decisions retain their reasoning. A new month starts from what is already known about the business.
I built DeskRoot to give AI work a durable foundation: business context, consistent filing, documented procedures, and recurring maintenance. My practice runs on it, and I adapt the layout to your business and engagement.
See the DeskRoot product (opens in a new tab)
Illustrative layout. A folder does not connect to your books or run jobs by itself. Data connections and scheduling depend on the tools, permissions, and setup agreed in scope.
▱ YourBusiness-Finance/
context/ How your business works
revenue-drivers.md
kpi-definitions.md
systems-and-sources.md
memory/ What was decided, and why
decisions.md
forecast-assumptions.md
open-items.md
library/ How to repeat the work
monthly-reporting.md
forecast-update.md
source-checks.md
work/ The outputs you use
monthly-pack.xlsx
forecast.xlsx
owner-read.pdf
Built for continuity
What stays with you.
The agreed models and deliverables. The metric definitions. The assumptions and decisions. The procedures for refreshing and checking the work.
At handoff, we make the operating responsibilities explicit: who provides current data, who reviews exceptions, and who maintains the connected tools and schedules. On retainer, I maintain the agreed finance workflow as part of the scope.
How an engagement worksStart with the decision
What do you need your
numbers to tell you?
A hiring decision, a margin question, or a monthly view you can trust.
Tell me where you are stuck.