Xero restructured for departmental visibility

Reorganised Xero using department tracking categories to give Direct Connect clear visibility of gross and net profit by business unit - separating Electrical, HVAC and Office Overhead streams so leadership could see exactly where performance was strongest and where the greatest opportunities lay.

Weekly performance dashboards

Built a weekly dashboard giving the leadership team real-time visibility over the metrics that matter most - sales versus target, payroll costs by department, jobs completed but not invoiced and work in progress. Shifted the conversation from reviewing what happened at month end to actively managing performance week by week.

Budgeting and forecasting via Fathom

Implemented Fathom to establish a structured budgeting and forecasting framework tailored to Direct Connect's revenue drivers and cost structure. Management now has clear forward-looking visibility over revenue, margin, overheads and cash flow - enabling confident, data-driven decisions about growth, resourcing and investment.

KPI tracking and management reporting

Worked with the MD and leadership team to define and track a focused set of financial and operational KPIs - including pipeline, department profitability, cash conversion and overhead ratios. Monthly reporting now explains what is driving variances, not just what the variances are, making review meetings constructive and action-oriented.

Fractional CFO support

Provided ongoing senior finance input to the leadership team - pressure-testing commercial decisions, facilitating budget and forecast review sessions including scenario and sensitivity analysis, and acting as a trusted finance partner on the decisions shaping the next stage of growth.