Put the systems in before the cracks show.
The product works. Growth is happening. The setup behind it? Still catching up. This is the moment to put finance, admin, compliance and process in place — everything that should run quietly in the background.
↳ A Managing Partner replies in under 24h — a straight answer, not a sales pitch.
The operating system
- 01Governance
- 02Tech Stack
- 03SOPs & Policies
- 04Admin
- 05Financial Foundation
- 06Planning & Forecasting
- 07Management Control
- 08Human Resources
- 09Legal & Compliance
The problem
Growth arrived. The setup didn’t keep up.
- / 01
The setup fell behind the product.
Sales, hires and new tools showed up faster than the finance, admin and process to hold them. Everything still works — until the month it doesn’t.
- / 02
Your data is stuck in tools that don’t talk.
Costs sit in Xero, budgets in a spreadsheet, customers in the CRM — none of it lined up, so nobody can give you a straight number.
- / 03
Too much runs on memory.
When the person who knows the process is away — or leaves — work stalls, and any due diligence turns into a scramble.
Get the setup right and you get full visibility over your numbers, catch problems early, and make faster calls — without changing how your team works.
The operating system
Nine clear steps to guide your internal setup
- 01
Governance
Who decides what, and where responsibility lives as you grow — cap table, shareholder agreement, board agenda.
Do you know how much you can spend before needing board approval?
- 02
Tech Stack
A hard look at the tools you already run, the gaps between them, and a plan to keep your numbers flowing — no double entry, no platform your team won’t adopt.
Is your data stuck across tools that don’t talk — costs in Xero, budgets in Sheets?
- 03
SOPs & Policies
Documented processes so every new hire follows the right path instead of guessing or interrupting a colleague — and so due diligence isn’t gruelling later.
When someone leaves, can a teammate step in and follow the right process?
- 04
Admin
Internal workflows for invoicing, vendor coordination and file organisation. Clean structure, predictable flow.
Still tracking expenses, hiring plans and investor updates across a pile of spreadsheets?
- 05
Financial Foundation
Accurate, current books — the clean data layer every other step is built on. Great KPIs start here.
Have you tailored your chart of accounts to your business?
- 06
Planning & Forecasting
Proper cash-flow forecasting, budgeting and multi-scenario planning, tailored to how your business actually runs — so you can see what’s coming and which levers to pull.
Are you tracking how accurate your projections actually are?
- 07
Management Control
Reporting and dashboards that track what actually matters, so you’re not stitching numbers together from five tabs at midnight.
Do you know which team or project drives the most profit?
- 08
Human Resources
Structure around the people side: onboarding, payroll, time-off and clear ownership — so you’re not reinventing the process every time someone joins.
Do you have a structured onboarding procedure — and how do you track your team’s time?
- 09
Legal & Compliance
A simple structure to stay compliant and out of trouble (we’re not a law firm — you’ll still want independent legal advice).
Do you know when your next filing deadline is?
Works with your stack
Connect the tools you already rely on — bookkeeping, CRM, commerce, team apps. If it connects, we connect it.
“The Matters2 team are extremely helpful and knowledgeable in many areas, and we are delighted to be working with them.”
Mairi Wickett · Co-Founder, WITT EnergyThe Matters2 principle
No new tools. Just better answers. Connect the software you already rely on — bookkeeping, CRM, team management — and see what’s really happening across your operations. If it connects, we connect it.
Let’s pressure-test your setup.
Book a quick intro call — we review your tech stack and operations, spot what’s missing or could work smarter, and tell you exactly what to put in place.
Book a call →