Financial Blind Spots:

Founder lacks real-time visibility into cash position or upcoming liabilities. Key expenses (contractor hours, software, taxes) not forecasted.

Reactive Planning:

Quarterly planning exists only in hindsight; no rhythm connecting goals to budgets or metrics.

Accountability Drift:

Team executes but success isn’t measured. No weekly KPI check or scorecard alignment.

Manual Reporting:

Metrics manually pulled from ClickUp and Google Sheets, taking 6+ hours weekly.

Opportunity for Leverage:

Strong culture and tool adoption — great foundation for systemization and delegation.