The AI-powered CFO for every business owner

Your numbers tell a story — if you know how to read them. This month, we’re showing founders how to turn their P&L statements into strategic narratives that go beyond compliance and bookkeeping. Whether you're pitching investors, steering through uncertainty, or just trying to understand what’s really driving your margins, treating your financials as a living story gives you clarity, confidence, and control.

For many founders, financials feel like a postscript — something to be dealt with at tax time, pulled together for a pitch deck, or handed off to a bookkeeper. But when used correctly, your profit and loss statement (P&L, also referred to as your Income Statement) is more than a summary of revenue and expenses. It’s a storytelling device, one that reveals the arc of your business in numbers, trends, and turning points.

Missed the April 15 tax deadline for your business? You’re not alone.