Schedule a Complimentary Financial Diagnostic
Quick, friendly, and structured. We’ll confirm fit, scope, and complexity—then recommend the best option (package or à la carte).
- Friendly: No pressure—just clarity.
- Professional: We review your transaction volume + systems.
- Executive: You’ll leave with a prioritized next-step plan.
Core Packages (Select any)
Most clients start with bookkeeping, then upgrade into reporting and planning once the foundation is clean.
Foundation
Clean monthly bookkeeping and consistent reporting—so you always know where the business stands.
- Transaction categorization + month-end close
- Bank & credit card reconciliations
- Monthly P&L + Balance Sheet
- Cash flow snapshot
- Optional 30-minute review
Growth
Adds profitability visibility, KPI reporting, and budget vs actual—without hiring internal FP&A.
- Everything in Foundation
- Budget vs Actual reporting
- Profitability tracking (service line/job/location)
- Simple KPI dashboard (owner-friendly)
- Quarterly strategy review
Strategic
Forecasting, cash runway planning, and executive-level decision support for scaling businesses.
- Everything in Growth
- 12-month forecast (P&L + cash runway)
- Scenario planning (best/base/conservative)
- Hiring & expansion affordability modeling
- Monthly strategic planning session
À La Carte Services (Select any)
Choose focused projects or lighter support. If you select multiple, we’ll recommend the most cost-effective approach.
Bookkeeping-Only (Monthly Maintenance)
Ongoing QuickBooks maintenance—clean books, reconciled accounts, and monthly statements (no advisory layer).
- Transaction categorization
- Bank & credit card reconciliations
- Month-end close
- Monthly P&L + Balance Sheet
- Basic questions via email
Catch-Up / Clean-Up Bookkeeping
Get current, fix categorization, and reconcile accounts so reporting is reliable again.
- Bring books current (months behind)
- Fix miscategorization
- Reconcile all accounts
- Correct opening balances (if needed)
- Deliver clean month-end reports
QuickBooks Setup + Chart of Accounts
Build a bookkeeping structure that supports clean reporting and future planning.
- Account structure for reporting
- Classes/locations (if applicable)
- Bank/credit connections
- Rules + workflow recommendations
- Basic reporting setup
Financial Diagnostic
A structured review that identifies gaps, cash leaks, and the most important next steps.
- Review statements + bookkeeping structure
- Identify risks + cash pressure points
- 3–5 key insights (actionable)
- Prioritized 30–60 day plan
- Package or scope recommendation
Budget Build + Budget vs Actual
Create a clean budget model and a simple monthly variance process owners can actually use.
- Budget structure + assumptions
- Budget template built for your business
- Variance format (Budget vs Actual)
- Owner-friendly monthly cadence
- First month setup support
13-Week Cash Flow Forecast
Short-range cash runway planning with timing control and simple scenarios.
- 13-week forecast model
- Best/base scenario view
- Timing controls (inflows/outflows)
- Weekly update workflow
- Readout + recommendations
Profitability & Margin Analysis
Find what’s truly profitable by service/job/product/customer—then tighten the drivers.
- Profit by service/job/product/customer
- Cost allocation logic (if needed)
- Margin drivers + leak identification
- Pricing/expense improvement ideas
- Summary report + next steps
Financing / Loan Readiness
Prepare lender-ready reporting and a clear narrative to improve approval odds and terms.
- Lender-ready financial package
- Cleanup recommendations (if needed)
- Cash flow support (as applicable)
- Business narrative support
- Document checklist
Advisory Strategy Session (60 minutes)
Work through one decision with structure and a clear next-step plan.
- One focused decision (pricing/hiring/cash)
- Pre-call questions to prepare
- Live working session
- Action plan recap
- Optional follow-up recommendation
Quick Intake
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