serious buyers
when they need full details before booking
Turn Xero from bookkeeping into a decision system
Install clear cash rules in the Xero you already use—take profit first, cap operating expenses, and decide faster.
- Tax, bills, and salary are mixed in the same balance
- Reports don’t answer what to do next
- Cash feels random month to month
Protect profit first, then make expenses fit
Old: profit is whatever’s left. New: profit is decided first, and expenses earn the right to stay.
- Park profit, owner pay, and tax the moment money lands
- Run the business on the remainder for OPEX
- If it won’t fit, expenses change — not your profit
Why it works inside Xero
We map your accounts, set target %, and add a weekly transfer routine so your bank balance finally tells the truth. Same Xero. Clearer decisions.
3 steps to make your Xero Profit-Ready™
We set the rules, wire them into Xero, and make them stick with a simple weekly transfer.
Profit & expenses
We pick target % that fit your business, so every dollar has a job before it’s spent.
Accounts & dashboards
We set up your accounts and reports so you can see spendable cash at a glance.
About 10 min
Move target % to Profit, then fund OPEX from what’s left. Review one simple dashboard.
What we set up — and what you get
Simple money rules inside Xero, so your numbers are easier to use week to week.
What we set up in Xero
What you get
What’s included
✓Targets and rules aligned to your real revenue and margins
✓Account mapping inside Xero for profit, owner pay, tax, and OPEX
✓Weekly transfer checklist and a quick-view dashboard (your “Money Day”)
✓Cash guardrails: price floor, OPEX cap, and simple payback checks
✓Light coaching for the first 4 weeks to lock the habit
Clarity → Change → Control — built into your Xero
The same 3-step flow you’ll see inside your CFOSg Xero portal.
Clarity
Know where you stand and what your targets are. Use Plan vs Actuals to quickly spot what is off track.
Change
Use your Xero numbers to spot what needs attention and make the next money move with more confidence.
Control
Live dashboards and alerts. Owner pay on schedule, OPEX in line, tax set aside weekly.
Questions people ask
Does this replace my bookkeeper or accountant?
Is this accounting?
How fast will I see results?
What if my margins are thin?
Make your Xero Profit-Ready™
About 10 mins a week. Clear rules. Calmer cash.
Free masterclass for Xero users
Turn Xero Into a Profit Decision System
Stop guessing from your bank balance.
Learn how to use Xero to make clearer money decisions.
- See why your bank balance can mislead you
- Learn the 3 numbers to check weekly
- Know when your Xero setup needs fixing
Start here
Enter your details and go to the the masterclass.
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Turn Xero from bookkeeping into a decision system
Install clear cash rules in the Xero you already use—take profit first, cap operating expenses, and decide faster.
- Tax, bills, and salary are mixed in the same balance
- Reports don’t answer what to do next
- Cash feels random month to month
Protect profit first, then make expenses fit
Old: profit is whatever’s left. New: profit is decided first, and expenses earn the right to stay.
- Park profit, owner pay, and tax the moment money lands
- Run the business on the remainder for OPEX
- If it won’t fit, expenses change — not your profit
Why it works inside Xero
We map your accounts, set target percentages, and add a weekly transfer rhythm so your bank balance finally tells the truth. Same Xero. Clearer decisions.
Three steps to make your Xero Profit-Ready™
We set the rules, wire them into Xero, and make them stick with a simple weekly transfer.
Profit & Expenses
We pick target % that fit your business, so every dollar has a job before it’s spent.
Accounts & dashboards
We set up your accounts and reports so you can see spendable cash at a glance.
About 11 min
Move target % to Profit, then fund OPEX from what’s left. Review one simple dashboard.
What you get
✓Targets and rules aligned to your real revenue and margins
✓Account mapping inside Xero for profit, owner pay, tax, and OPEX
✓Weekly transfer checklist and a quick-view dashboard (your “Money Day”)
✓Cash guardrails: price floor, OPEX cap, and simple payback checks
✓Light coaching for the first 4 weeks to lock the habit
Clarity → Change → Control — built into your Xero
The same 3-step flow you’ll see inside your CFOSg portal.
Clarity
Know where you stand and what your targets are. Use Plan vs Actuals to quickly spot what is off track.
Change
Use your Xero numbers to spot what needs attention and make the next money move with more confidence.
Control
Live dashboards and alerts. Owner pay on schedule, OPEX in line, tax set aside weekly.
Questions people ask
Does this replace my bookkeeper or accountant?
Is this accounting?
How fast will I see results?
What if my margins are thin?
Make your Xero Profit-Ready™
About 11 mins a week. Clear rules. Calmer cash.
What we set up — and what you get
Simple money rules inside Xero, so your numbers are easier to use week to week.
What we set up in Xero
What you get
What we set up — and what you get
Simple money rules inside Xero, so your numbers are easier to use week to week.
What we set up in Xero
- safe to spend
- simplify cash management
- protected profit
- minimum sales target
- set a practical budget
What you get
- see what is actually available
- separate money by purpose
- profit is set aside first
- track if sales hit your minimum target
- plan with clear limits