Our Services
Comprehensive consulting solutions designed to improve your financial health and operational efficiency
Scope
Annual budget development, monthly variance review, executive summary reporting, and strategic financial guidance.
Deliverables
- Custom budget workbook tailored to your business
- Monthly KPI dashboard and variance reports
- 60-minute monthly review call with recommendations
- Annual budget refresh and planning session
Expected Outcomes
Gain clarity on your financial position, make data-driven decisions, and plan confidently for growth.
Scope
13-week rolling cash flow forecast, sensitivity analysis, receivables/payables optimization, and working capital management.
Deliverables
- Dynamic 13-week cash flow forecast model
- Weekly cash position dashboard
- Scenario analysis (best/worst/likely cases)
- Recommended controls and collection strategies
Expected Outcomes
Avoid cash crunches, improve payment timing, and maintain healthy working capital.
Scope
Chart of accounts design, workflow optimization, document retention policy, and handoff coordination with your bookkeeper or accounting partner.
Deliverables
- Custom chart of accounts template
- Standard operating procedures for bookkeeping
- Month-end close checklist
- Document retention and filing system
Expected Outcomes
Clean, organized books that support accurate reporting and tax compliance.
Scope
Current workflow mapping, bottleneck identification, SOP development, and team training.
Deliverables
- Visual process maps for key workflows
- Comprehensive SOP documentation (PDF + editable)
- Training checklist and materials
- Implementation support and follow-up
Expected Outcomes
Reduce errors, save time, and scale operations with documented, repeatable processes.
Scope
LLC setup guidance, EIN and permits overview, banking readiness checklist, and record-keeping best practices. Note: Guidance only; not legal or tax advice.
Deliverables
- Business formation roadmap and checklist
- Banking readiness package
- Record-keeping system setup
- Compliance calendar and reminders
Expected Outcomes
Launch with confidence, meet compliance requirements, and establish strong financial foundations.
Frequently Asked Questions
We offer flexible payment options including monthly retainers for ongoing advisory services and project-based fees for one-time engagements. Payment is typically due at the beginning of each month or upon project kickoff. We accept bank transfers, checks, and major credit cards.
Advisory retainers are typically month-to-month with a 3-month minimum commitment. Project engagements range from 2-12 weeks depending on scope. We'll provide a detailed timeline during our discovery call.
All client information is treated with strict confidentiality. We sign NDAs upon request and maintain secure systems for document storage and communication. Your financial data and business information are never shared with third parties without your explicit consent.
We start with a free discovery call to understand your needs. If it's a good fit, we'll send a proposal outlining scope, deliverables, timeline, and investment. Once you approve, we'll schedule a kickoff meeting and begin work. You'll have regular check-ins and access to our team throughout the engagement.
Ready to get started?
Schedule a free consultation to discuss your needs and explore how we can help.
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