How Cypher works
Two calls, your first 30 days, then a monthly rhythm
We don't touch your books until you've had both calls and approved a proposal you helped write. Everything below is the full sequence.
Explore the whole sequence →Before you sign anything
Before anything is touched
Two calls, in their own sequence. Understand the business, agree the scope, then move into onboarding after the proposal is approved.
15 minutes
01 · Discovery call
We get to know you and your business: challenges, goals and expectations. We confirm whether we're a fit before anything else, then schedule the working session.
One hour
02 · Strategy call
A deeper dive into your goals and challenges: where you stand in the Financial Success Framework, your apps map, and the proposal, built together and adjusted before approval.
Your first 30 days
The onboarding that runs today
Four distinct milestones, from gathering the information to reviewing your first report together.
Day 1–3
Data collection
Logins and current financial data gathered on a secured platform and integrated into your cloud software; information stays confidential.
Day 7
Onboarding call
Walk through logins and processes, confirm systems are set up, review the chart of accounts, answer the first round of questions.
Day 8–30
Onboarding phase
Accounts and systems refined iteratively with an open line of communication: the foundation of the new finance function.
Day 30
First check-up call
Your first report, reviewed together: what worked, what to adjust, and the goals for the month ahead.
After onboarding
What the ongoing engagement looks like
What you supply
Access to your accounting system and bank feeds, current and historical financial data, your chart of accounts, and answers to the questions that come up. Everything is gathered on a secured platform and stays confidential.
What Cypher runs
Bookkeeping and reconciliations, the month-end close, financial reporting and internal controls, AR/AP and cash discipline. The monthly P&L, balance sheet and cash flow statements are delivered with regular communication.
Who reviews the work
The close, the controls and the reporting run as one function. The engagement should be clear about who prepares the work, who reviews it, and which decisions remain with your team.
Where decisions get made
Budgets, forecasts and models sit with the same team, plus the trade-offs interpreted with you, your board and your investors.
Where Cypher stops
An external audit, a formal valuation or a legal opinion is a separate specialist engagement. Cypher prepares the records and coordinates with that provider instead of acting as the independent party.
Who does the work
Leadership and execution, working together
Expert leadership
CFO and controller guidance connected to the decisions your business needs to make.
Day-to-day execution
An in-house team handles the work, with finance operations connected to planning and reporting.
Tools prepare, people own the numbers
Connected systems reduce repeated data entry. Preparation, review and the decisions that need your team's input are agreed as part of the engagement, rather than left to the software.
An embedded partnership
Cypher operates as part of your team, not as an outside vendor.
Every month after that
What a normal month looks like
Monthly P&L, balance sheet and cash flow statements, delivered with regular communication. Reports are tailored to your model and industry so they read quickly.
The view you get
Revenue, close time and cash in one place
The dashboard updates as the month closes, so you can see where the business stands without asking for an update. It is the same view your finance team works from.
Your next conversation
Start with the 15-minute conversation
Talk to the team about where your finance function stands and what you need next.
Ask about a discovery call