Start where you are. Scale where you’re going.

Three engagement types - pick the starting point that fits your stage

Clean Up of Books

Perfect for: Businesses that need clean historicals, reliable balances, and a solid foundation for reporting and taxes.


What’s included :
Diagnostic review • Reconciliations • BS & P&L true-up • Sales tax & payroll review • COA standardization • Close checklist & policies • Clean TB + recommendations

Deliverables: Clean historicals (12–24 mo), standard COA, close checklist, findings summary

Timeline: 2–6 weeks (complexity-dependent)

Ongoing Bookkeeping Services

Perfect for: Business that have books in order and are looking for some relief from clerical and finance administration.

Scope: Month-end close • Cash flow• Monthly reporting pack (P&L/BS/CF/AR/AP/KPIs) • Light job costing • Vendor mgmt & 1099s • Quarterly review call.

Deliverables: Close calendar SLAs • Owner dashboard • Monthly narrative

Fractional CFO Services

Perfect for: Growing business with established cadence of accounting with their own team.

Scope: Budgeting & reforecasting • Scenario planning • Unit economics • Board/bank reporting • KPI cadence • Tool & data model alignment

Workstreams (Examples): Pricing strategy • Hiring plan/comp modeling • Systems split/migration planning • Cash runway & debt planning

Deliverables: Finance operating model • Driver-based forecast • Quarterly strategy brief

FAQ

  • Yes, we coordinate to connect with your CPA for more clarity.

  • Yes, this is common with CFO.

  • Yes, we work with you to design tagging + close.

  • Book your Discovery Call today to get your books diagnostics completed.