SERVICES

One problem, fixed price, done

Everything below is scoped and quoted before it starts. Most of it is a one-time project. The third group is the monthly service, for when you'd rather we keep watching the numbers.

No. 1

Systems and operations

  • Custom internal tools: approval queues, work orders to invoice, expiration trackers
  • Software selection and implementation: accounting, point of sale, scheduling, payroll
  • Integrations and automation between the tools you already own
  • Job costing setup for trades and construction
  • AP and AR process design, approval workflows
  • Inventory and purchasing systems
  • Reporting and dashboards on top of what you run
  • Process mapping and written procedures
  • Websites, fixed price, yours when they're done
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No. 2

Finance, one project

  • Lender and investor packages
  • Financial models for a loan, an expansion, or a new location
  • Real estate and project finance: pro formas, construction loans, per-project books
  • Grant and closeout compliance
  • Exit readiness: three clean years of financials before a sale
  • Buy-side financial review for a small acquisition
  • Cleanup and catch-up when the books need it
No. 3

Finance, every month

  • Fractional controller or CFO
  • Cash forecasting and 13-week cash management
  • Monthly close and a one-page report
  • Budgets, KPI dashboards, margin and pricing analysis
  • Interim controller when yours leaves

Fixed monthly fee priced to your volume. A project doesn't sign you up for it.

No. 4

Getting set up

  • New-business setup: entity, bank, books, payroll, systems, all at once
  • Payroll and benefits setup, 1099s, sales tax registrations
  • Training your staff on the systems we build

We don't do tax preparation or audit work. Year-end still goes to your CPA, on clean books.

HOW IT STARTS

Three steps, no obligation

Step one

Free review

We look at your cash, your books, and how the office runs, and tell you plainly what's working and what isn't. No charge.

Step two

Price and date

One project, one price, one date, agreed before anything starts.

Step three

Handed over working

Documented, in your name, with thirty days of fixes. Monthly service after that is an option, never an assumption.

Start with a free review

REQUEST A FREE REVIEW 267.405.2381