Where to Start
All engagements begin with a required Business Financial Diagnostic.
This initial assessment allows us to review your records, evaluate complexity, and determine the appropriate scope of work before any pricing or timelines are established. Each business presents unique challenges, and accurate financial work requires a clear understanding of the underlying data.
Upon completion of the diagnostic, you will receive a defined scope of services, an estimated timeline, and a tailored pricing proposal.
Core Services
The following services are available after completion of the Business Financial Diagnostic.
Financial Statement Creation & Reconstruction
We create accurate, decision-ready financial statements for businesses with incomplete, disorganized, or unreliable records.
Whether your books are years behind, partially missing, or never properly set up, we reconstruct your financial history and produce clean income statements, balance sheets, and cash flow statements you can actually rely on.
This service is ideal for businesses preparing for taxes, lending, growth, or simply trying to understand where the money is going.
Deliverables include:
Income Statement
Balance Sheet
Cash Flow Statement
Supporting schedules for assets, liabilities, and equity (as applicable)
Ongoing Financial Record Maintenance
We maintain clean, structured financial records so your business stays accurate and organized going forward.
After your financials are rebuilt—or if your records are already in decent shape—we handle ongoing updates to your ledgers, cash tracking, and supporting schedules, ensuring your financial statements remain current and consistent month-to-month.
This service is designed to prevent future cleanup, reduce stress, and give you continuous financial visibility.
Deliverables include:
Monthly updated financial statements
Clean, consistently structured records
Ongoing cash tracking and reconciliation
Financial Analysis, Reporting & Decision Support
We turn financial data into clear insight to support better business decisions.
Once your records are accurate, we analyze your financials, generate custom reports, and provide clear interpretations that help you understand performance, cash flow, and trade-offs before making important decisions.
This service is intended for owners who want more than bookkeeping—they want clarity, context, and confidence when deciding what to do next.
Deliverables may include:
Financial performance analysis
Custom summary reports
Cash flow and trend insights
Decision-focused consultations