4-Email Nurture Sequence

Hi [First Name],

Here's the Financial Infrastructure Checklist you requested.

One thing I'll flag: most founders we talk to realize they're missing step 3 — revenue recognition. Not because they don't care, but because their current setup never forced the issue.

Take a look and see where your systems stand. If anything jumps out, reply and let me know — happy to give you a quick read on it.

Rex Biggs
Rektio Accounting

Hi [First Name],

Quick thought on something we see constantly with businesses in the $3M–$10M range.

Most of the financial knowledge lives in one person's head — usually the founder, sometimes a bookkeeper who's been there since the beginning. It works, until it doesn't.

When you go to raise, sell, or bring on a partner, the first thing anyone asks for is documented financial infrastructure. Not just clean books — documented processes, clear reporting, and systems that don't depend on any single person.

Tribal knowledge feels like an asset. In a transaction, it's a liability.

If you're curious how your current setup would hold up to that kind of scrutiny, I'm happy to take a look. No commitment — just a 20-minute call.

Rex Biggs
Rektio Accounting

Hi [First Name],

The way we think about accounting at Rektio is pretty simple: systems over heroics.

Most accounting setups at your stage are held together by one person working hard. That person is valuable. But the system is fragile. When something breaks — a hire, a departure, a fast growth quarter — everything slows down.

What we do is build the infrastructure so the system runs without heroics. Documented processes. Clean closes. Reporting that's ready when you need it, not three weeks later.

If you're still navigating what that looks like for your business, let's find 20 minutes. I'll walk you through how we'd approach your specific setup.

Rex Biggs
Rektio Accounting

Hi [First Name],

Checking in one last time.

If the checklist was useful and you're still thinking about how to tighten up your financial infrastructure, I'd be glad to spend 20 minutes walking through your current setup.

No pitch. Just a straight conversation about where you are and what we'd do differently.

If now's not the right time, no problem at all. You can always reach out when it makes sense.

Rex Biggs
Rektio Accounting