Premium Add-On Services
Available on their own or layered onto any engagement above.
Financial Literacy Training
Customized training sessions for business owners or internal staff to master financial statement reading, budget management, and core business financial health metrics.
New System Implementation Readiness Evaluation
A comprehensive pre-implementation audit of your tech stack, evaluating data cleanliness, workflow bottlenecks, and system compatibility before you switch accounting software or ERPs.
Financial Literacy Training
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Either, or both. Sessions are tailored to whoever needs to read and act on financial statements, whether that's just you as the owner or a small group of managers.
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No, that's the point. Sessions are built jargon-free from the ground up, starting wherever your current comfort level actually is.
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The Financial Transformation's version is baked into a larger 3-phase engagement and tied to your specific cleaned-up data. This add-on is a standalone option if you just want the training without the full engagement.
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It's scoped to your needs, from a single focused session to a short recurring series, agreed on during your consultation rather than fixed in advance.
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Yes, it works well layered onto Bookkeeping & Accounting or Fractional Controller once you want your team to get more hands-on with reading the reports they're already receiving.
New System Implementation Readiness
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We review your current tech stack, integrations, and connectivity, along with business process flows and standardization needs. That includes a look at your chart of accounts, departmental reorganization options, and the cleanliness, completeness, and accuracy of your data — so problems get caught before migration, not after.
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Not necessarily. This works whether you have a specific system in mind or are still comparing options, since either way you need to know your data's actually ready to move.
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You'll get a clear picture of what needs fixing before implementation, which can save significant cost and disruption compared to discovering those issues mid-migration. From there, it's your call whether to address it yourself or bring us in for the cleanup.
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It depends on the complexity of your current systems and data volume, scoped during your consultation. Most evaluations are a focused, time-boxed engagement rather than an open-ended review.
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Yes, the same readiness questions (data cleanliness, standardization, chart of accounts, connectivity, and workflow gaps) apply at any scale, whether it's a small software swap or a major system overhaul.