Phase 1 — Financial Diagnostics & Data Engineering

We dig deep into your historical records to fix structural errors and build a bulletproof data foundation.

Deep-Dive Forensic Diagnostic — a comprehensive audit of your historical ledgers, transaction mapping, and account structure to uncover hidden errors.
Reporting Readiness Assessment — evaluating whether current data can produce the reports leadership actually needs and flagging what's missing.
Financial Data Architecture — establishing consistent naming conventions, categorization rules, and record structures that scale with the business.
Chart of Accounts Redesign — restructuring account categories to reflect how the business actually operates, not just how it grew.

Phase 2 — Profitability & Financial Analysis

We standardize how you track and record your numbers moving forward and empower you and your team to manage them from here.

Granular Margin Analysis — a deep-dive into your true gross margins and net profitability by product, service, or customer.
Fixed vs. Variable Cost Audit — a review of operational spending to identify where costs can flex and where they're locked in.
Historical Trend Assessment — year-over-year and month-over-month analysis to surface seasonal profitability patterns and where margins consistently shift.
CPA Strategic Insights — a comprehensive performance review meeting detailing exactly where your business stands.

We don't just fix your numbers — we empower you and your team to manage them moving forward.

Custom Financial KPI Dashboard — a clear, easy-to-read visual dashboard for your most critical financial health metrics.
Executive Financial Literacy Training — tailored, jargon-free coaching for owners and managers on reading and acting on financial statements.
SOP & Hand-Off Documentation — customized Standard Operating Procedures for your ongoing internal bookkeeping routines.
Internal Controls & Fraud Prevention Review — a baseline assessment ensuring proper segregation of duties and protecting your newly cleaned financial assets.

Pricing depends on the size and complexity of your books, so every engagement starts with a scoping conversation rather than a flat rate. Most clients find the investment pays for itself well before the engagement ends, once hidden margin issues and reclaimable deductions are identified.
Not necessarily. We often work alongside an existing bookkeeper during Phase 1, then hand off clean processes and documentation so they can maintain what we've built going forward.
Most engagements run 4 to 6 months, depending on how many years of historical records need review and how complex your business is. You'll see meaningful progress well before the end, since each phase delivers its own concrete output.
Mainly access: to your bank accounts, existing software, and a short list of documents we'll request upfront. Beyond that, expect a handful of review meetings per phase, not a heavy day-to-day time commitment.
That's exactly what Phase 1 is built for. The messier the starting point, the more value this engagement tends to deliver, since it's designed to find and fix structural problems, not just tidy up minor issues.
Phase 3 is built specifically to hand off SOPs, training, and a KPI dashboard so your team can sustain what we've built. Many clients also transition into an ongoing Fractional Controller at that point, though it's never required.