Why Pelican is blocked from owner planning
- Cleanup review is not complete.
- Bank and card accounts are not fully tied out.
- Owner and personal items need treatment confirmation.
The whole buyer path in one place.
This is the demo asset for showing how a messy-book prospect gets routed without overpromising monthly close or owner finance work too early. Green buttons jump to public-safe synthetic demo sections; PDF buttons open printable proof.
01
Can you tell what shape my books are in before quoting monthly work?
Start with a cleanup review request
The prospect answers a short qualification form and describes their system, files, reconciliation status, and urgency.
02
Am I ready for monthly close, or do I need cleanup first?
Route before promising the wrong service
The route separates cleanup, month-end close, later owner finance, and poor-fit requests.
03
What do you need from me to start?
Request only the files needed for the first review
The prospect receives a focused list: accounting access or exports, bank/card statements, reconciliation reports, and owner activity notes if needed.
04
What is wrong, what is missing, and what should happen first?
Deliver a cleanup diagnostic packet
The packet shows readiness score, missing items, risk buckets, exception questions, and a recommended cleanup path.
05
Once cleanup is done, what does ongoing support look like?
Move into a monthly close rhythm when records support it
Monthly work focuses on reconciliations, clean financials, exception review, and owner-ready summaries.
06
Can I use these numbers for cash planning and owner decisions?
Gate owner finance behind clean records
Owner finance output is shown only after the records are reliable enough. Messy books get cleanup actions, not planning conclusions.
07
What should I buy first?
Quote the next paid step
For the messy sample, the next step is a fixed-scope cleanup review. Later options are monthly close and owner finance after the books support them.
Magnolia Advisory Studio
Shown after cleanup and monthly close rhythm are reliable.
- How much cash should stay in the business before increasing owner draws?
- Which spending guardrails should be reviewed each month?
- What changes if revenue lands below the expected range?
Package ladder
The front door stays cleanup and reconciliations. Owner finance is a later add-on when records are reliable.
Cleanup Review
When: Books are behind, unclear, PDF-heavy, or owner activity is mixed in.
Deliverable: Issue list, missing files, transaction questions, cleanup path.
Monthly Close Lite
When: Books reconcile and the client needs a dependable monthly rhythm.
Deliverable: Reconciliations, month-end checklist, owner-ready monthly summary.
Owner Finance Snapshot
When: Records are reliable enough for cash, spending, and owner draw review.
Deliverable: Cash range, draw guardrails, spending review, decision questions.
Start Pelican with a fixed-scope cleanup review.
The review should confirm the reconciliation baseline, separate owner and personal activity, produce the question list, and define the cleanup path before monthly close or owner finance work is quoted.
Proof assets linked from this flow
Each button opens a public-safe synthetic demo route or printable proof asset.
Proof asset
Cleanup Review Intake
Synthetic intake and route report. No live sending.
Proof asset
Full Sample Client Packet
Cleanup diagnostic, question list, owner finance gate, and scope ladder.
Proof asset
Owner Finance Stress Test
Stress-tested owner planning examples with cleanup-first blocking.