Clean
Can leadership trust the numbers?
Clean books, source data, reporting structure, close process, AR/AP, payroll mapping, and controls.
Fractional CFO & Financial Operating Systems Consultancy
Your Finance Sherpa for clean, clear, decision-ready finance.
Alex Financial helps growing businesses clean up financial data, clarify cash flow, connect core systems, and build the forecasts, dashboards, controls, and reporting cadence leadership needs to make better decisions.
For founder-led businesses that have outgrown bookkeeping but do not yet need a full-time CFO.
20+ years in finance
Consulting CFO experience
FP&A and cash-flow forecasting
Corporate lending and credit risk
Dashboards and reporting automation
The management gap
When bookkeeping is not enough, finance becomes a management problem.
Your books may be updated. Reports may exist. Spreadsheets may be everywhere.
But if leadership still cannot see cash clearly, trust the forecast, understand margins, prepare lender materials, or know what needs attention next, the business needs more than bookkeeping.
It needs a finance layer that connects the numbers to decisions.
- Books exist, but leadership does not fully trust the numbers.
- Cash is spread across accounts, entities, obligations, and spreadsheets.
- Reports explain the past but do not guide the next decision.
- Forecasts are missing, stale, or too fragile to rely on.
- Dashboards look useful but are not connected to clean data or review cadence.
The method
The CCDR method: Clean. Clear. Decision-Ready.
Alex Financial uses the CCDR method to move finance from scattered and reactive to structured and usable.
Clear
Can leadership see what matters?
Cash visibility, obligations, runway, 13-week forecast, rolling forecasts, dashboards, KPIs, and exceptions.
Decision-Ready
Can the outputs support action?
Management packs, lender models, investor materials, covenant analysis, due diligence, and decision support.
Connected Data Layer
Source systems structured for management visibility.
Accounting, banking, payroll, billing, CRM, and spreadsheet inputs connected into useful finance outputs.
Flagship offer
Build a financial operating system your leadership can run on.
The flagship Financial Operating System Setup is for businesses that have outgrown basic reporting and need a more reliable way to manage cash, forecasts, dashboards, and decisions.
Alex maps the current finance reality, cleans the reporting structure, builds cash and forecast visibility, creates dashboard views, and establishes a practical reporting cadence.
Build My Financial Operating System- Current-state finance map
- Cash position and obligations view
- 13-week cash visibility
- 3 / 6 / 12-month forecast
- Owner and operator dashboards
- Management reporting pack
- Exception indicators
- Decision cadence
Built for practical management use — not for reports that sit unread.
Services
Focused finance support for the decisions that matter.
Choose a focused sprint, a complete financial operating system setup, or ongoing fractional CFO support.
Diagnostic
CCDR Finance Review
A senior review of your books, cash visibility, forecasts, dashboards, and reporting gaps.
Book a reviewClear
Cash Clarity Sprint
Clarify cash, obligations, inflows, outflows, runway, and short-term pressure points.
Get cash clarityClear
13-Week Cash Forecast Build
Build a practical weekly cash forecast for payroll, vendors, taxes, debt, and near-term liquidity decisions.
Build a forecastDecision-Ready
Decision-Ready Reporting Pack
Turn financial data into KPI review, cash visibility, forecast outlook, risk notes, and a decision agenda.
Create a reporting packConnected Data Layer
Connected Dashboard Build
Connect accounting, bank, payroll, billing, CRM, and spreadsheet data into dashboard views leadership can use.
Explore connected financeAdvisory
Fractional CFO Support
Ongoing senior finance support for cash control, forecasting, reporting, pricing, lender readiness, and decisions.
View servicesConnected finance
Connect the systems. Reduce the manual noise. Surface the decisions.
Most growing businesses already have useful data in QuickBooks Online, Xero, Zoho Books, bank feeds, payroll systems, billing tools, CRMs, and spreadsheets.
The problem is that the data is scattered.
Alex Financial helps structure and connect those sources into a controlled management layer that supports dashboards, forecasts, exception reporting, and decision-ready management packs.
QuickBooks Online
Xero
Zoho Books
Bank feeds
Payroll
Billing
CRM
Spreadsheets
Explore Connected Finance
Selected work
Financial systems, dashboards, and decision tools.
Selected work includes cash-flow forecasting, executive dashboards, budget and rolling forecast systems, lender-ready models, due-diligence reviews, and SaaS/unit economics analysis.
Client details are simplified or anonymized where required.
Clear
13-Week Cash Flow Forecast & Liquidity Dashboard
Weekly cash visibility, obligations, and pressure-point review.
Connected
CEO Management Dashboard
Cash, margin, KPIs, variance, and exception visibility for leadership review.
Decision-Ready
Lender-Ready Financial Model
Projections, debt service, covenant analysis, sensitivities, and lender questions.
AL
Founder-led expertise
Senior CFO judgment, not spreadsheet labor.
Alex Financial is led by Alexander L’vov, a consulting CFO and financial operator with 20+ years across finance, FP&A, corporate lending, credit risk, controls, dashboards, forecasting, and multi-entity operations.
The work is practical: make the numbers reliable, surface risks early, and give leadership clear visibility into cash, profitability, and growth options.
About Alex FinancialNext step
Ready to make finance cleaner, clearer, and decision-ready?
Share what is happening with your books, cash, forecasts, dashboards, reporting, or financing needs. Alex will help identify the most practical next step.
Book a Financial Clarity Call