Department 02 / 05

Finance

Invoice follow-up, receipts and expenses, and keeping the books current.

Cornerstone guide

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Where Sales leaks

Finance is one of five leaks. Find out if it's your biggest.

The ROI calculator breaks your operations into five leaks, Marketing, Sales, Service, Finance, Operations, each with a monthly dollar figure built from your numbers, not an industry average. One is bigger than the rest. That's where you start.

01

Unpaid invoices sit until someone remembers to chase them, and the chase is awkward enough that it waits another week.

02

Receipts and expenses pile up until month-end, so the books are never current when a decision needs them.

03

Cash-flow surprises show up as surprises because nobody has time to reconcile mid-month.

Run the ROI calculatorFive minutes · two-page report · 90-day roadmap
Example ·
Design studio, 6 people
Where it leaks
Invoices / mo
90
Paid late
35%
Hours on books / wk
6
Profit won back, per month
$
5,900
↑ Sealed in month one of the 90-day roadmap
Month 1 · Invoice follow-up
→
Month 2 · Receipt capture
→
Month 3 · Weekly close
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