A structured review process — not a sales call. We review your books, understand your situation, and deliver a clear written recommendation before you commit to anything.
We discuss your business, your current setup, and what you need from an accounting relationship.
We review your books and documentation to understand where things actually stand. This typically takes 2 or more business days depending on the state of your records.
Clear service recommendation and fixed fee — delivered in writing before any work begins.
Most accounting firms price your relationship before understanding your books. We don’t price or begin work until we understand your actual situation — because the recommendation you receive should reflect reality, not a template. You’ll leave with a clear picture of what we’d recommend, what it costs, and what the engagement would look like. Then you decide.
Required for all new business clients. The assessment is where the right engagement is confirmed — not assumed.
Your books need cleanup or setup first. We scope a Foundation project — fixed fee, defined scope — before any ongoing work begins.
Your books are in good shape. We outline what an ongoing Fundamentals engagement or Fractional Controller oversight would look like and confirm the right fit for your situation.
Sometimes the right recommendation is a targeted advisory project, a referral, or something else entirely. We’ll say that clearly if that’s what we find.
Our full assessment is the best place to start — but if you have a few questions before committing, we’re happy to connect. Schedule a quick, no-pressure call and we’ll help you decide.
We work through your books area by area — documenting what we find and what business decision it affects. Thirteen areas of financial infrastructure, plus strategic observations on tax structure, workflow, and reporting.
Flagged when a conversation with your tax advisor is warranted
Where friction, errors, or rework are being created
Plain-language summary with prioritized next steps
Request a Financial Clarity Assessment and we’ll reach out within one business day.