data and analyticsmetricsoperations
The Handful of Metrics a Small Operation Should Track Weekly
A five-number weekly scorecard that covers most operating decisions: cash on hand, cash coming in, cash going out, runway, and one revenue driver.
Notes from the desk
Plain-language writing on the finance-operations work behind everything Up & Adam builds: month-end close, reconciliations, the numbers a small operation tracks, and when to automate.
finance operationsreconciliationprocess
Reconciliations You Can Trust
How to turn reconciliations from a monthly scramble into a boring, repeatable system that anyone on the team can follow and defend.
consultingfinance operationspoint of view
The Operator Who Builds: Why Finance and Software Should Not Be Strangers
Why the person who runs the finance process should also build the tools, and what AI changes about that combination.
workflow automationdecision-makingprocess
When to Automate, and When to Leave It Alone
A framework for deciding which tasks earn automation and which manual steps are quietly doing a job you want to keep.
finance operationsmonth-end closeprocess
Close the Books in Five Days, Not Fifteen
A practical month-end close checklist that gets a small finance team to a clean, fast close without buying new software.
See what I am building.
These notes come from the finance-operations work behind everything Up & Adam builds. The rest of the company is one page away.
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