A CFO pack every month · Lesson 1 of 8

Give it the whole picture

1:33 · Captions: English, Arabic, French and Chinese.

Hire the best CFO in town, show them half your business, and the advice will be half right. Snappy CFO is the same: the more it can see, the sharper it gets.

What you'll learn

  • Keep your books current and locked
  • Record customers, projects and your team
  • Tell it what you sell

Step by step

  1. Books up to date, months locked — It starts with books that are up to date — statements in, and each month locked by your close day. A month left open still gets its pack, but marked provisional.
  2. Customers, and who they are — Record a customer when you win them, and say who they are — a school, a developer, a home owner. That's how it can tell you who brings in the revenue, and who pays slowly.
  3. Jobs as projects — Run your jobs as projects in Snappy PM, with their invoices and costs. Then it can tell you which jobs make money — and the work you've won but not yet billed goes into your cash forecast. Your contracts count too: contract income is recurring, and you hear before one runs out.
  4. The team — Put your team in the Employee Book. You'll see what the team costs against revenue, and what each person brings in — and no one's salary ever leaves your books.
  5. What you sell — And tell it what you sell: your website, and what you've taught your Front Desk. It reads them to understand the business — no questionnaire to fill in.
  6. What to record next — When something's missing, it doesn't guess. Your pack says what to record, and what you'll see once you do. It even notices when your website offers a service your books have never billed.

Good habits, sharper advice — just like a CFO you'd hire. Next: Salma starts her free month.