The First 30 Days
Lifting the "Financial Fog"
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Nicholas Samy
2/18/20261 min read
Most high-growth companies suffer from "Financial Fog."
You are busy, revenue is flowing, and you are hiring fast, but you lack absolute clarity on your true cash position and margins. The first 30 days of a Pinnacle Horizon Partners engagement are designed to dissipate that fog immediately.
The 30-Day "Clean-Room" Protocol
We don't start with 5-year visions; we start with the Plausibility Audit.
Week 1: Data Forensics: We extract historical data, clean the chart of accounts, and verify the integrity of your SaaS or operational metrics.
Week 2: The 13-Week Foundation: We build and launch your first rolling cash forecast, providing immediate visibility into your runway.
Week 3: Workflow Automation: We identify the "bottlenecks" in your billing or expense cycles and apply AI-driven optimization to reclaim up to 25% of your team's time.
Week 4: The Strategic Baseline: We deliver your first "clean" monthly pack and set the budget targets for the remainder of the year.
By the end of Month 1, the CEO moves from being an "accidental bookkeeper" to a strategic leader with a clear map of the financial horizon.
Start your 30-day transformation: www.phpfin.com/contact
