Every engagement starts here.

Discovery Call

We start with a conversation — by phone or in person. We want to understand your business, your current financial situation, and what you're trying to solve. No commitment required and no pitch. This call typically runs 30 minutes.

Book Review & Diagnostic Report

After the discovery call, we review your financials. We look at what's there, identify what's missing or misclassified, and build an honest picture of your current financial situation.

Within 5 business days, we deliver a diagnostic report that tells you exactly what we found, what needs to be corrected, and what an ongoing engagement would look like.

Custom Quote

Based on the book review, we put together a custom quote for your engagement. Pricing is based on your actual situation — complexity, entity count, and your internal team.

There are no tiers to pick from and no packages off a shelf. Your quote reflects what it actually takes to serve your business well.

Cleanup (If Needed)

If your books need historical correction before the monthly engagement can begin, we handle that first. Cleanup is scoped to your actual backlog.

Clients committing to a monthly retainer receive cleanup at a discounted rate.

Monthly Engagement Begins

Once active, the work runs on a consistent monthly cycle. Books are reviewed and adjusted, the month-end close is completed, financial statements are produced, and we meet to walk through what the numbers mean.