Light Society

CFO Clarity Plan

• Books and cash reviewIdentify what is reconciled, what is missing, and where money comes in and goes out. Review year-to-date cash activity and receivables/invoicing.
• Customer and service economicsAnalyze customer lifetime value and margins by service line and employee, using the available records.
• Budget and forward viewA monthly budget forecast and 12-month cash-flow projection, with the key numbers to watch.

AI Action Plan

• Process dissectionMap manual work, data entry, re-keying, lead follow-up, job delays, and the information each step needs.
• HoneyBook and your tech stackReview your CRM, software, integrations, and how your team uses them.
• Ranked opportunities and a 90-day planRank improvements by time saved and effort. Name your quickest win and estimate what it would take to build.

Included bonus · No additional cost

Compliance document review

• Entity, tax, payroll, and agreementsReview the records supplied, including corporate documents, tax and payroll records, employee/contractor agreements, and existing policies. Identify gaps and recommended follow-up.
• Organized source recordsGather the onboarding documents and organize them so your team knows where to find them.

This phase covers assessment and written plans. Tax filings, legal drafting, full bookkeeping remediation, and automation implementation require separately agreed scope. Any savings estimates depend on the assessment; no specific result is guaranteed.