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Business Accelerator
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Reporting after an acquisition

You own the business. Get the numbers under control.

Turn the financial handoff into a cash view, a focused operating scorecard, and a reliable reporting rhythm for your first months as the owner.

Get a free call

Free 30 minutes with ClarIQ Advisory. Family run. Human-reviewed work.

The handoff becomes a working rhythm.

The first 100 days are the planning window. Exact milestones depend on usable records, access, and the scope agreed before work begins.

  1. 01

    Establish the starting point

    In the first stage, identify the systems, usable records, reporting responsibilities, and gaps left by the handoff. Work with your existing bookkeeper.

  2. 02

    See the cash commitments

    Map upcoming payroll, suppliers, debt payments, and collections using the actual records. Establish the first cash view and the assumptions it depends on.

  3. 03

    Run the first reporting cycle

    Set a focused operating scorecard. Review the first close, cash forecast, and memo with clear action owners.

  4. 04

    Compare the plan with reality

    Use the following cycles to compare actual performance with the purchase assumptions. Revisit priorities and agree the ongoing reporting scope.

A short owner agenda, every cycle.

Illustrative transition memo

Three things to establish first

  1. Cash: which obligations fall due before the next expected receipts?
  2. Performance: which operating measures can we reconcile to the books?
  3. Ownership: who supplies, reviews, and acts on each number?

The output is a baseline, a reporting calendar, and a named next action. Unresolved handoff items stay visible.

The right help at each stage.

Still reviewing the purchase? →Use the existing deal review before the operating handoff.Ongoing reporting →See the dashboard, forecast, memo, and engagement levels.Repeated work becoming visible? →Check readiness before considering automation.

Before we begin

Is this bookkeeping cleanup or transaction diligence?

No. This is reporting setup and operating visibility. Your bookkeeper handles cleanup. Legal, tax, assurance, and transaction diligence are separate scopes with the appropriate professionals.

Do you guarantee everything is ready by day 100?

No. The plan names milestones, dependencies, and owners. Missing access or unresolved records can change delivery timing, and we make those constraints explicit.

What does it cost, and how long does it take?

The free call establishes fit. You receive a written scope, fee, required records, and delivery date before paid work begins. Timing starts from usable data and agreed access. No purchase is required to book the call.

Your next step

Make the handoff a clear starting point.

Tell us where you are in the purchase and which records will be available. We will outline the reporting setup and the first useful milestones.

Get a free call

Free 30-minute call. We agree the scope and fee before any paid work. How your information is handled.