Methodology
The Financial Readiness Pathway is the operating model behind the product: assess the current state, build the finance operating infrastructure, then run the monthly CFO loop.
Financial Readiness Pathway
Phase 01: Assess
Current State Assessment
Phase 02: Build
Finance operating infrastructure
Phase 03: Run
Core loopLarch
Pathway
A repeatable model for financial readiness.
Operating layer
Software turns the pathway into monthly work.
Advisor-led
Human judgment stays in the loop.
Traceable
Actions, decisions, and versions stay connected.
Assessment informs setup, setup becomes the workspace, and Phase 03 becomes the monthly cadence the platform runs. The methodology gives each product surface a reason to exist.
01
Current State Assessment
4 to 6 weeks
Outcome
A clear view of the finance function today: data quality, reporting gaps, lender readiness, KPI maturity, and owner decision needs.
Platform translation
Assessment observations become the starting structure for KPI sets, report priorities, and the engagement workspace.
02
Finance operating infrastructure
8 to 16 weeks
Outcome
Standing KPI Set, forecast structure, Working Brief template, report architecture, and the cadence required to run every month.
Platform translation
The workspace is configured around the client: KPIs, brief structure, forecast versions, action categories, and Pack format.
03
Larch
Ongoing monthly cadence
Outcome
The monthly CFO loop: close data, brief, forecast lock, actions, decisions, Pack, review, archive, and roll forward.
Platform translation
Phase 03 is where the software earns its name. The methodology becomes a living operating system.
The platform is not a generic finance portal. Each surface maps to the work required to run a CFO cadence.
Phase 03
Phase 01 and Phase 02 make the business ready. Phase 03 keeps it operating with rhythm, review, and decision discipline.
Explore Phase 03A dashboard can show movement. The methodology determines what gets reviewed, what becomes a decision, what becomes an action, and what goes into the Pack.
Dashboard-only
Methodology plus platform
No. The pathway is the methodology. The platform is the operating layer that runs it every month.
Most do, because assessment makes the build and monthly cadence safer. Some begin later when credible assessment work already exists.
Phase 03 is the recurring CFO operating loop. It is where the value compounds because the business gets a disciplined monthly rhythm.
Yes, but it becomes more manual. The platform exists so the methodology can run with less assembly work and more traceability.
Walkthrough
Walk through the phases, the monthly CFO loop, and the Pack with your business as the example.