Last updated: 2026-02-20

The DIY Finance Automation Implementation Guide

By Kevin Steel — Remote Fractional CFO For £1mm-£20mm Service Companies

A comprehensive blueprint to replace a traditional finance function with an automated, low-cost solution. This guide covers setup, forecasting, VAT handling, board-ready reporting, and debt-chasing automation. By following it, users gain faster monthly closes, improved cash flow visibility, reduced reliance on external accountants, and scalable finance operations without the overhead of a full-time CFO.

Published: 2026-02-20

Primary Outcome

Automate and streamline finance operations to cut costs while delivering real-time, accurate financial visibility and reporting.

Who This Is For

What You'll Learn

Prerequisites

About the Creator

Kevin Steel — Remote Fractional CFO For £1mm-£20mm Service Companies

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FAQ

What is "The DIY Finance Automation Implementation Guide"?

A comprehensive blueprint to replace a traditional finance function with an automated, low-cost solution. This guide covers setup, forecasting, VAT handling, board-ready reporting, and debt-chasing automation. By following it, users gain faster monthly closes, improved cash flow visibility, reduced reliance on external accountants, and scalable finance operations without the overhead of a full-time CFO.

Who created this playbook?

Created by Kevin Steel, Remote Fractional CFO For £1mm-£20mm Service Companies.

Who is this playbook for?

Founder/CEO of a small to mid-sized business seeking to cut finance costs and automate reporting, Head of Finance at a fast-growing startup looking for a scalable, low-cost automation solution, Operations or finance leader responsible for monthly close and forecasting who wants a practical implementation guide

What are the prerequisites?

Interest in education & coaching. No prior experience required. 1–2 hours per week.

What's included?

Step-by-step blueprint for automating finance tasks. Forecasting, VAT readiness, and board-ready reporting. Cost-effective alternative to traditional CFO services

How much does it cost?

$0.50.

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