From first call to ongoing delivery.

A free, no-pressure conversation about your business, where your books currently stand, and what's actually prompting the search. By the end, you'll know which tier makes sense and roughly what it costs.

A review of your current books, systems, and processes — reconciliation status, chart of accounts, existing tools, and any backlog. You get a plain-language summary of where things stand and what it will take to get current.

System access, chart of accounts cleanup, and — if needed — the Books Cleanup & Catch-Up project to get you current before ongoing work begins. Timeline depends on how much backlog there is, which gets confirmed during the assessment, not guessed at up front.

Monthly reconciliation, reporting, and whatever else your tier includes — tax filing, systems management, FP&A, CPA liaison work. One point of contact throughout, with no hand-off of the relationship as your needs grow.