You’re growing fast but your finance setup hasn’t caught up.

 

We created this scorecard for founders earning $500K to $2M+ who’ve outgrown spreadsheets, inconsistent bookkeepers, and last-minute BAS scrambles.

If you’ve ever thought…

  • “I have no idea what I owe next month”

  • “I’m chasing my bookkeeper more than they chase me”

  • “I’m still the one holding everything together”

…this scorecard will show you exactly what’s missing and what to do next.

You’ll Be Scored Across 4 Finance Health Dimensions:

Bookkeeping & Accuracy

Are your numbers always up to date?

 Financial Visibility

Do you always know your cash and tax position?

Communication & Support

Are you chasing your bookkeeper or supported by them?

Oversight & Accountability

Do you have a senior finance contact to ask questions and solve problems?

Customer testimonials

Here’s what our clients are saying about us

"I used to spend so much time chasing up receipts, checking Xero, and reminding our bookkeeper about BAS. I honestly didn’t realise how reactive things were until I saw what a proper setup looked like."

Emily C

Digital Agency

“There were always gaps  payroll questions, overdue bills, things slipping through. The Pen gave me a system, but more importantly, someone I could actually talk to when things got complex.”

Jordan L

Creative Studio

“The scorecard was super quick, but surprisingly accurate. It showed me exactly why I felt overwhelmed with our numbers and what needed fixing.”

Mark T

Hospitality Group