Scope worksheet
Three questions
1
Where is the business today?
Building the foundation
A newer brand or a first finance process
Growing the operation
More volume, channels or complexity
Planning the next chapter
Bigger commitments and decisions
2
How do you reach your customers?
Shopify and direct
Amazon and marketplaces
Both channels
Another commerce model
3
What needs fixing first?
A dependable monthly close
A clearer margin view
Cash and inventory planning
A regular finance partner
You review and approve the proposal before work begins.
Where you sell
Channels, payment providers, currencies and the reports needed to explain the money movement.
What you hold
SKU structure, stock locations, product cost records, purchase orders and the availability of reliable inventory information.
How the records stand
The latest completed close, unresolved balances, current processes and any catch-up work.
How the business is organized
Entities, team responsibilities, existing advisers and the systems involved.
What you need to decide
How deep the reporting goes, how often you review, and which stock or cash questions need answers.
Workstreams, deliverables and review frequency
Your inputs, our responsibilities and key dependencies
Setup or cleanup work and its separate acceptance point
Assumptions, exclusions and the process for a change in scope
A short diagnostic
Tell us how you sell and what keeps breaking.
A call about your setup
We go through your setup and the question behind the request.
A written proposal
Deliverables, owners and the fee, in writing before work begins.