Financial health reviews
- P&L, balance sheet, and cash flow walkthrough
- Reconciliation and process gap assessment
- Clear priorities: what to fix first and why
Services
Financial operations support that improves accuracy and confidence.
Outsourced accounting operations, treasury support, cleanup projects, and financial diagnostics for growing companies. We support audit readiness—but we do not perform or sign audits.
Cleanup & stabilization projects
- Historical financial cleanup
- Cash-to-accrual conversions that reflect operations
- Inventory, COGS, and margin normalization
- Balance sheet substantiation and documentation
Accounting operations support
- Month-end close design and oversight
- Reporting packages owners can actually use
- Fractional controller support on a defined scope
Treasury & cash management
- Cash visibility and forecasting discipline
- Working capital and payment process review
- Controls around cash movement and approvals
Process documentation
- Close checklists and recurring calendars
- Role clarity between bookkeeper, owner, and advisor
- Handoff-ready SOPs so results are repeatable
Internal controls & risk reviews
- Practical control design for SMB scale
- Segregation of duties where it matters most
- Audit and diligence readiness support
Engagement models
Scoped work. Clear commercial terms.
Fixed-fee assessments
Time-boxed diagnostics that produce a clear picture and a prioritized plan.
Project cleanups
Defined scope, defined deliverables. Ideal before a loan, audit, sale, or growth stage.
Monthly advisory retainers
Ongoing controller-level support for close, reporting, and operational questions.