A simple process built around clarity.
Most engagements move from a consultation to a clean, predictable monthly rhythm in two to four weeks. Here is what that looks like.
- 01
Free consultation
We talk about what your business looks like, what is working, what is not, and what you are trying to figure out. No pitch, no homework before the call.
- 02
Financial assessment
I look at the actual numbers and the system they live in. We surface what is clean, what is wrong, and what is missing. You get a clear picture before any commitment.
- 03
Cleanup and setup
Fix the chart of accounts, reconcile the bank and credit cards, catch up missing months, and stand up the reporting you will actually use going forward.
- 04
Monthly rhythm
Monthly close on a predictable schedule. Statements you can read. Numbers you can rely on when the next decision shows up.
- 05
Strategic reviews
Recurring sessions to read profitability, talk cash flow, run scenarios, and decide what to do next. The advisory work the numbers exist to support.
What you need to provide.
- QuickBooks access (Online or Desktop Enterprise file)
- Recent bank and credit card statements
- Prior year tax returns and the most recent financial statements
- A short conversation about what is going on in the business
Most cleanups land in two to four weeks. Monthly rhythm establishes by month two.