Financial reviews that start with the owner, not the financial statements.
A monthly discipline for understanding your business and making decisions from the numbers. Five questions, in the same order, every month — measured against what you want from the business, not generic benchmarks.
Each question is unanswerable without the one before it. That's why a dashboard or a P&L alone fails — it drops you into question three with no yardstick.
You already get financial statements. This isn't that.
Financial statements tell you what happened. The 5Q Review connects what happened to what you actually want.
“Busy all year, nothing in the bank.”
“I find out about problems three months late.”
“My CPA tells me about last year — at tax time.”
If any of those sounds familiar, the problem isn't your bookkeeper or your CPA. It's that no one has installed a recurring decision-making process around the numbers they produce. That's the job of the 5Q Review System.
Can you answer all five?
Five yes-or-no questions. If you hesitate on more than one, your financial statements aren't giving you a financial review system. No email — and the verdict is allowed to be no.
One system. Three engagements.
5Q Launch
The comprehensive first review. We define what you want from the business, establish the measures that would prove it, analyze the historical results and their drivers, and set the initial priorities.
5Q Monthly
The recurring review. Goals and measures stand from the Launch; each month the conversation concentrates on what happened, why, and what now — against your yardstick, not generic benchmarks.
5Q Annual Reset
Goals change. Strategy changes. Once a year we step back to the first two questions, review the year's arc, and reset the measures and priorities so the monthly review never goes stale.
Everything you have stays. This runs on top of it.
“Your bookkeeper keeps the books. I make sure you know what they're telling you.”
Four gates. All four have to hold.
The 5Q Review works when four gates hold — all four. If they don't yet, a first conversation will tell us what to fix and who should fix it.
Owner-led, roughly $1M+ in revenue
Built for owners who run the business day to day and carry the numbers in their head.
Monthly financials exist
A bookkeeper, controller, or CPA already produces a monthly P&L and balance sheet.
Books you can trust
Or books that are fixable within about 60 days — by someone whose job that is.
You feel the gap
Right now, you couldn't confidently answer what happened, why, and what now. That's the real filter — and the whole reason this exists.
Fifteen minutes. No pitch deck.
Bring your last three months of financials if you have them. We'll talk through what you're working with, whether the four gates hold, and whether a 5Q Launch makes sense. If it's not a fit, you'll hear that plainly too.
Twenty-five years of financial leadership across owner-led businesses — sitting where the decisions get made, not just where the books get kept.
Book a 15-minute intro call