Getting your books right — cleaning up what needs cleaning, setting up what needs setting up, and building a solid base for everything that comes next. Fixed fee, scoped before we start.
If your books need cleanup or your accounting system needs to be configured correctly before ongoing monthly work can begin, we scope a Foundation project first. The work is defined, the fee is fixed, and your ongoing service fee is confirmed before we start — not discovered after the project ends.
Foundation work transitions directly into your ongoing engagement. When the project closes, your monthly accounting begins at the fee agreed at the outset.
When your books are behind or set up incorrectly, the consequences run further than most owners realize. Tax preparation costs more and takes longer because your CPA is cleaning up data instead of planning. Decision-making is based on numbers you can’t fully trust. If you ever need financing, the scramble to produce clean records can delay or kill the deal.
Foundation doesn’t just clean up the books. It removes the hidden cost of operating on a broken financial foundation.
The Financial Clarity Assessment determines whether Foundation is needed and what it would cost — before any work begins.